Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of a stock. Simply stated, a concentrated stock position is if you hold more… Read More »Sitting on That Concentrated Stock Position?
When one thinks of shareholder activism, the image of Carl Icahn and his ability to take over companies with his billions of dollars comes to mind. But on the other end of the spectrum is… Read More »I Don’t Like K-Cups. So I Did Something About It.
Panel Discussion and Reception: Sustainable and Responsible Investing When: Thursday, April 21st 5:30-7:00 Where: 822 5th Street, Santa Rosa Many of us have made the decision to live a more sustainable and climate positive life.… Read More »Panel Discussion on Divestment
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands (DNKN) plans to double the… Read More »Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”
The last time the Fed raised interest rates in June 2006, Facebook had one-tenth the users of Myspace and James Blunt’s You’re Beautiful was at the top of the song charts. Seems like a long… Read More »Sustainvest 3rd Quarter 2015 Newsletter “Interest rates unchanged since MySpace had more users than Facebook…”
The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow.… Read More »Sustainvest 2nd Quarter 2015 Newsletter
In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies… Read More »No Longer About Feeling Good
Happy 2015! Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing is pundits are calling for… Read More »Sustainvest 4th Quarter Newsletter
As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off… Read More »Your Portfolio’s Naughty and Nice List of 2014
The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in… Read More »Big Endowments are Divesting. Are You?