Category: Financial

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Deconstructing Misconceptions Around Money (Ep. 72)

Deconstructing Misconceptions Around Money (Ep. 72)

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The rising cost of living is not just affecting the working class, but also those who are using their assets to support themselves throughout retirement.

In this episode, Kim Griego-Kiel provides you with the rundown you need to strengthen your financial roadmap. Kim starts by unpacking the most common misconceptions about money followed by highlighting how it can alter your financial freedom.

Kim discusses:

  • Three common myths about money
  • Why making more money doesn’t equal a better financial future
  • The National Retirement Risk Index and ways it can help you better understand your retirement situation
  • The mistake of believing the adage of “inflation not being that bad” during retirement
  • Ways income decreases as our households get older 
  • And more!

Resources:

Connect with Kimberly Griego-Kiel

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Prioritizing ESG Investments with Dr. Pooja Khosla (Ep. 71)

Prioritizing ESG Investments with Dr. Pooja Khosla (Ep. 71)

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Everything from the environment to resources, and even sustainability, has been impacted by current events, which in turn bring market volatility.

How should we react to this? Should we be scared? Should the ESG markets be worried?

In this episode, Kimberly Griego-Kiel talks with Entelligent’s executive vice president for client & product development, Dr. Pooja Khosla. Dr. Khosla discusses some of the recent anti-ESG sentiments she has been hearing, along with things we can do to prioritize ESG investing today. 

Dr. Khosla and Kim discuss:

  • Why ESG has underperformed over the last six months
  • How some industrialized countries like the US are producing more carbon than countries with a larger population
  • Reasons environmental-focused investors need to pay more attention to carbon production
  • How operating in scarcity of resources has made emerging markets more resourceful and environmentally friendly
  • And more!

Resources:

Connect with Dr. Pooja Khosla:

Connect with Kimberly Griego-Kiel:

About Our Guest:

Dr. Pooja Khosla is the executive vice president for client & product development at Entelligent. Dr. Khosla is an economist, econometrician, and mathematician who has deep knowledge to build investing solutions. She has extensive experience in predictive modeling, microfinance, and designing impact investment tools and has been working on impact solutions since 2003, both nationally and internationally.



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Your Environmentally Sustainable Financial Services News Brief (Ep.70)

Your Environmentally Sustainable Financial Services News Brief (Ep.70)

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A lot is going on in the world today, from climate change to active wars. 

But, how does it all affect us?

In this episode, Kimberly Griego-Kiel breaks down some of today’s hot topics in the news. In an educational discussion, Kim addresses how these industry-related topics impact financial advisors and investors while unveiling the role of ESG and the markets within these uncertain times.

Kim discusses:

  • The rapid increase in attacks on the ESG industry
  • Ways advisors in the ESG arena can respond to the situations happening within the industry
  • Deloitte’s four key stages of decarbonization
  • Why investors shouldn’t panic about the bear market
  • And more!

Resources:

Connect with Kimberly Griego-Kiel

 

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What You Should Know About Gender Lens Investing with Kristin Hull, Ph.D. (Ep.69)

What You Should Know About Gender Lens Investing with Kristin Hull, Ph.D. (Ep.69)

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Looking at investing from a gender perspective uncovers the inequalities of the economy and reveals opportunities to create more effective and efficient systems.

In this episode, Kimberly Griego-Kiel sits down with Kristin Hull, the founder, CEO & CIO of Nia Impact Capital. Kristin unveils the role gender plays in impact investing and highlights Nia’s portfolio and its contribution to environmental sustainability and social justice. 

Kristin discusses:

  • The definition of gender lens investing
  • The firm’s six solution themes 
  • How to find business success through diversity in management
  • Ways to incorporate gender investing in your portfolio
  • And more!

Resources:

Connect with Kristin Hull:

Connect with Kimberly Griego-Kiel

About Our Guest:

Kristin Hull is the founder, CEO, and CIO of Nia Impact Capital. Kristin is a conscious investor empowering individuals, families, and organizations to invest in alignment with their values for the world they want to see. She launched Nia Global Solutions in 2013 to bring activism and impact investing into the public markets. In doing so, she developed Nia’s six solutions-focused investment themes, weaving a gender lens throughout the investment thesis.​

Kristin founded Nia Community Investments in 2010, a 100% mission-aligned investment fund focused on social justice and environmental sustainability in Oakland. Before Nia Community, Kristin served as President and Chair of the Board of the Hull Family Foundation from 2007 to 2011, where she oversaw all of the investment efforts, transitioning the endowment from a traditional investment portfolio to one of the country’s first 100% mission impact invested portfolios. Kristin is also a co-founder of Impact Hub Oakland, a co-working space nurturing entrepreneurs and social change-makers.

 

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A Conversation on Disability Rights & the ESG Community (Ep. 68)

A Conversation on Disability Rights & the ESG Community (Ep. 68)

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Over 15% of the world’s population lives with some kind of disability. However, disability issues and rights are often overlooked when we consider Environmental, Social, and Governance (ESG) issues.

In this episode, Kim Griego-Kiel sheds light on disability rights and the lack of attention it receives in ESG conversations. She highlights why disability inclusion is critical for approaching ESG holistically and unveils how inclusion contributes to successful business operations. 

Kimberly discusses:

  • How the Disability Equality Index is improving ESG and the impact investing arena
  • The purchasing power the disability community holds globally
  • Reasons it’s critical for organizations to be inclusive for their business success 
  • The difference between diversity and inclusion  
  • And more!

Resources:

Connect with Kimberly Griego-Kiel:

 

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What You Should Know About Your Portfolio’s Exposure to Russia with Johann Klaassen & Sonia Kowal (Ep. 67)

What You Should Know About Your Portfolio’s Exposure to Russia with Johann Klaassen & Sonia Kowal (Ep. 67)

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How do you hold individuals, investors, and larger companies accountable in a timely fashion when considering the conflict between Russia and Ukraine?

Learn how you can support Ukrainians from an investing standpoint in this week’s episode of Deep Impact Investing. 

This week, Kimberly Griego-Kiel and Johann Klaassen welcome Sonia Kowal, President of Zevin Asset Management. Together, they talk about the Russian-Ukrainian situation while unveiling the importance of looking at corporate and individual investing exposures to Russian companies to mitigate humanitarian and financial risk. 

 Sonia, Kim, and Johann discuss:

  • The two major risks concerned with direct exposure to Russian companies in your mutual funds
  • How to push multinational corporations out of Russia
  • The overarching risk of investing in authoritarian regimes across the world
  • The critical role of community investment in Ukraine’s recovery
  • And more!

Resources:

Connect with Sonia Kowal:

Connect with Kimberly Griego-Kiel and Johann Klaassen:

About our Sonia Kowal:

Sonia is Zenin Asset Management’s President and has over two decades of investment experience in managing corporate matters, business practices, and strategic planning. She is a member of the firm’s Board of Managers and the Investment Committee. She is passionate about the value of integrating environmental, social, and governance issues into investments and is a frequent speaker on the topic at conferences. She feels particularly strongly about racial equity, wealth inequality, and our disastrous criminal justice system. 

About Johann Klaassen:

Johann is Horizons Sustainable Financial Services’ executive vice president and chief investment officer. Here he develops asset allocation strategies and oversees investment policy for Horizons’ individual and institutional clients. As a passionate advocate for SRI, a skilled navigator of its intricacies, and an enthusiastic early adopter of just about every new communication tool and technology, Johann is informed, informative, and far more accessible than his many commitments might imply. He directly serves clients across the nation, tending to specialize in serving unusual and special circumstances or needs.


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Digital Transformations Within the Financial & ESG Industry With David Bennell (Ep. 66)

Digital Transformations Within the Financial & ESG Industry With David Bennell (Ep. 66)

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Financial services are constantly evolving and becoming increasingly digital. 

Trading digital assets — whether it is ESG data, crypto, or other financial products (across centralized and decentralized finance platforms) — is starting to change the overall investment process.

In this episode, Kimberly Griego-Kiel sits down with returning guest David Bennell, advisor at Transformational Investing in Food Systems (TIFS). Together, they talk about the standardization of impact investing in the government and industry and the effects of decentralized financial trading. Kim and David also unveil easy things we can do to adjust and be prepared for the newest era of the web. 

Kim and David discuss:

  • Standardizing impact investing on the government and industry level
  • How crypto impacts the overall investment process
  • Accepting the new digital era based on trust and time 
  • Understanding the ‘what’ and not the ‘how’ of web 3.0
  • And more!

Resources:

Connect with David Bennell:

Connect with Kimberly Griego-Kiel

About Our Guest:

David Bannell is a global leader in ESG and Sustainability engagement between corporations, investors, and non-profits. He bridges the ESG gap between investors and companies by creating engagement tools and collaborations like the investor portal Engage The Chain and the six-part global Food Systems Dialogue for Investors series, which had participation from over 75 major corporations and 50+ institutional investors and major banks.

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Must-Know Takeaways from the UN’s 2022 Climate Change Report (Ep. 65)

Must-Know Takeaways from the UN’s 2022 Climate Change Report (Ep. 65)

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While we may not see the effects of climate change in our everyday lives, its impact on our environment is increasing across the globe.

In this episode, Kim Griego-Kiel sheds light on vulnerability and adaptation as two key points of the UN’s 2022 Climate Change Report. This report assesses the impacts of climate change, looking at ecosystems, biodiversity, and human communities at global and regional levels. It also reviews vulnerabilities and the capacities and limits of the natural world and human societies to adapt to climate change.

Kim discusses:

  • The vulnerability of our ecosystems, infrastructure, and energy systems 
  •  Impacting climate crisis through adaptation 
  • The critical need to implement global sustainability practices for the global wellbeing
  • How you can use the UN’s report to start to take action with your investing 
  • And more!

Resources:

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The Truth About Food Systems Within the Impact Investing & Climate Change Industry (Ep.64)

The Truth About Food Systems Within the Impact Investing & Climate Change Industry (Ep.64)

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There is no question that climate change is affecting how we live on a global scale.

The food and agriculture systems are no exception. They are connected to every area of impact investing. As food systems become less resilient, they will create bigger problems for our global markets. 

In this episode, Kimberly Griego-Kiel explains what is wrong with our food and agricultural systems, why they are dying, and why it is in the best interest for investors to take part in making a change.

Kimberly discusses:

  • The serious threat of extinction to cacao, corn, wheat, rice, and coffee
  • The social, environmental, and financial cost of a deteriorating food system 
  • How seed saving, slow food, and organic production processes can help make a change in our food systems
  • The importance of highlighting the food system’s market and impact to investors to generate change
  • And more!

Resources:

Connect With Kimberly Griego-Kiel

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Gender Equality for a Sustainable Future (Ep. 63)

Gender Equality for a Sustainable Future (Ep. 63)

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Supporting women extends beyond bridging the gender inequality gap. It is also critical to support women to create sustainable developments and social change.

In this episode, Kimberly Griego-Kiel talks about the importance of International Women’s Day and Women’s History Month. Along with that, Kim highlights the different ways it relates to impact investing. 

Kim teaches you how important it is to focus on breaking down female inequality for the sustainable development of the world and discusses several impactful leaders who are driving change in the financial industry.

Kim discusses:

  • The importance of celebrating women in March — and every day!
  • The interconnective nature of climate change and female inequality globally
  • Influential women in the impact investing space
  • How we can make an impact through different lenses in ESG investing
  • And more!

Resources:

Connect with Kimberly Griego-Kiel

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