Category Archives: Investing

47. How Harnessing the Power of Information Can Amplify Your Values-Based Investing With Ivka Kalus

June 2, 2021Financial, Investing, Sustainable Investing, UncategorizedDiversity, ESG, Gender Gap, Greenwashing, Horizon Sustainable Financial Services, Investment, Kimberly Griego Kiel, Portfolio Manager, Ranking, Sustainabilitydeepimpactinvesting

There is great power that comes with knowledge and information.

What can we accomplish if we as investors make use of data and knowledge to drive our impact investing?

In this episode, learn how Promethos Capital, an employee- and majority women-owned institutional investment boutique is doing just this. The firm’s chief investment officer and managing partner, Ivka Kalus, joins Kimberly Griego-Kiel to discuss the gender gap in the investment industry while explaining her firm’s experience and trajectory in value-based (ESG/SRI) equity investing.

Ivka discusses:

Ivka’s journey to being ranked as the #3 female portfolio manager in the United States
The financial and non-financial metrics of the sustainable investing world
Ways to draw women into the investment arena
“Greenwashing” as a necessary step to improve the future of sustainability
And more

Resources:

Connect with Ivka Kalus:

Connect with Kimberly Griego-Kiel:

About Our Guest:

Ivka Kalus is the chief investment officer and managing partner at Promethos Capital, a majority-women-owned global asset management boutique based in Boston. She is an accomplished investor with over two decades’ experience in managing global and international equity portfolios, with significant expertise in sustainable and gender-lens investing. Before co-founding Promethos, Ivka was the lead portfolio manager of International Strategies at Boston Advisors and a senior portfolio manager at Pax World Management.

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Episode 46: A Deep Dive into the US SIF Trends Report – With Farzana Hoque

May 19, 2021Financial, Investing, Sustainable Investing, UncategorizedAssets, Deep Impact Investing Podcast, Growth, Horizon Sustainable Financial Services, Information, Kimberly Griego Kiel, Practitioners, Stages, Sustainable Investing, Trends Report, US SIFdeepimpactinvesting

What are the latest trends in sustainable investing?

Get ready to find out in this data-packed episode!

Join Kimberly Griego-Kiel and the Forum for Sustainable and Responsible Investment’s acting director of research, Farzana Hoque, as they sit down to shed some light on the US SIF Trends Report. This is a document that provides extensive data on the number of institutional asset owners, money management firms, and investment vehicles that are using sustainable investment strategies.

You will learn:

What the US SIF Trends Report measures and why it’s so important for the sustainable and impact investing industry
A trend comparison between the 1995 and 2020 report
The reason for the exponential asset growth between 2018 and 2020
Who puts the document together and the stages of developing the Trends Report
And more!

Listen in today to explore the importance of the US SIF reports for current and future sustainable investing industry practitioners!

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Episode 45: What’s New at Horizons Sustainable Financial Services — With Johann Klaassen

May 5, 2021Financial, Investing, Sustainable Investing, UncategorizedChanges, Clients, Custodian Service, Deep Impact Investing Podcast, ETF, Horizon Sustainable Financial Services, Kimberly Griego Kiel, Platform, Portfolio, SEC, Softwaredeepimpactinvesting

Many companies strive to continuously innovate and progress — and Horizons Sustainable Financial Services is no different.

From SEC registrations to new software and platform additions, in this week’s episode, Johann Klaassen and Kimberly Griego-Kiel reveal some great changes and developments happening at Horizons.

In this episode, you will learn:

What it means to be registered with the SEC
Horizons’ latest sustainable portfolio improvements
How the firm’s new software addition can help clients understand their portfolio impact
And more!

Listen in and discover how these new developments can help clients like you to invest like you give a damn!

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Episode 44: What You Need to Know About the Palm Oil Industry – With Jessye Waxman

April 21, 2021Financial, Investing, Sustainable Investing, UncategorizedAdvocacy, Child Labor, Deep Impact Investing Podcast, Deforestation, Horizon Sustainable Financial Services, Human Conflicts, Kimberly Griego Kiel, Palm Oil, Wildlifedeepimpactinvesting

Not many investors realize the impact the palm oil industry has on people, animals, and the environment.

Find out what you need to know about this industry in today’s information-packed episode with Green Century Capital Management’s Jessye Waxman.

Jessye joins Kimberly Griego-Kiel to discuss her work as a shareholder advocate and to explain how she works with companies to help mitigate their exposure to the material, financial, operational, and reputational risks related to palm oil and deforestation.

In this episode, you will learn:

Why Jessye is passionate about the environment
Palm oil industry issues and how they are closely related to Green Century’s deforestation concerns
How child labor in the palm oil industry is tied to Girl Scout cookies
Ways you can contribute to the advocacy, environmental, and investment work Green Century does
And more!

Stream this episode today to discover how the No Deforestation, Peat, and Exploitation (NDPE) Commitment holds supply chains accountable for the negative impacts of palm oil!

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Episode 43: U.S. Farmers and Ranchers In Action: Creating Sustainable Food and Supply Chains – With Erin Fitzgerald

April 7, 2021Financial, Investing, Sustainable Investing, UncategorizedAgriculture, Carbon Emission, CSR, Deep Impact Investing Podcast, Development, Economic Growth, Economy, Environment, ESG, Farm, Farm Practices, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Firms, Food, Gas Emissions, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Innovation, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Market, Metrics, Millennials, Mission, Normality, Philosophy, Portfolio, Ranch, retire, retirement, Returns, Risk, Social Investment, Social Justice, Strategy, Sustainability, Sustainable Investment, Team, Technology, Unemployment, Visiondeepimpactinvesting

Farmers are a lot like scientists. In fact, for farmers to be able to cultivate healthy food for people like us, they need to know a lot about the way they’re producing and growing that food.

How are farmers and ranchers working to bring us healthier meals while also enhancing sustainability efforts in agriculture?

Find out in this episode, as Erin Fitzgerald, the CEO of U.S. Farmers and Ranchers In Action (USFRA), sits down with Kimberly Griego-Kiel to continue the conversation on sustainable agriculture. Erin explains everything you need to know about USFRA and the firm’s role in creating solutions for economic and agricultural sustainability.

In this episode, you will learn:

USFRA’s vision and mission
How farmers and ranchers can reduce carbon emissions
From cow Fitbits to cover crops: Technological innovations for farms and ranches
Ways agriculture can contribute to America’s overall economic growth
And more!

Tune in today and learn how you, too, can support the sustainable agriculture movement!

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Episode 42: Investing in Climate-Smart Agriculture – With David Bennell

March 17, 2021Financial, Investing, Sustainable Investing, UncategorizedAgriculture, CSR, Deep Impact Investing Podcast, Development, Economy, Environment, ESG, Farm Practices, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Firms, Gas Emissions, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Innovation, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Market, Metrics, Millennials, Normality, Philosophy, Portfolio, retire, retirement, Returns, Risk, Social Investment, Social Justice, Strategy, Sustainability, Sustainable Investment, Team, Technology, Unemploymentdeepimpactinvesting

The World Business Council for Sustainable Development’s (WBCSD) David Bennell focuses on creating high-quality products, services, and programs that deliver real value and set the standard for safety, sustainability, and profitability.

In this episode, join Kimberly Griego-Kiel as she sits down with David to discuss his contribution to the Transformative Investment in Climate-Smart Soil Agriculture report and to highlight what you really need to know about agricultural investment.

In this episode, you will learn:

How much private capital is in the United States’ agricultural system
Why technological and financial innovation benefit the agriculture sector
The role of greenhouse gas emissions in agricultural production
Why resilience is so important in an agricultural environment
And more!

Listen in and find out why, at the end of the day, you are always investing in agriculture!

Report: Transformative Investment in Climate-Smart Agriculture

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Episode 41: An In-Depth Look at Corporate Sustainability Reporting (CSR)

March 3, 2021Financial, Investing, Sustainable Investing, UncategorizedCSR, Deep Impact Investing Podcast, Development, Economy, Environment, ESG, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Firms, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Market, Metrics, Millennials, Normality, Philosophy, Portfolio, retire, retirement, Returns, Risk, Social Investment, Social Justice, Strategy, Sustainability, Sustainable Investment, Team, Unemploymentdeepimpactinvesting

You’ve likely heard the term CSR (Corporate Sustainability Reporting) at least once. But do you really know what this type of reporting entails and why it’s so important?

Find out in this episode as Kimberly Griego-Kiel takes you along for an in-depth look at CSR. By outlining its benefits, challenges, solutions, and guidelines, Kim explains CSR’s role within corporations and reveals how it fits into the overall idea of sustainability.

In this episode, you will learn:

The history and purpose of Corporate Sustainability Reporting (CSR)
Challenges associated with CSR
The role of CSR in a firm’s profit and ESG metrics
Kim’s take on how to achieve good quality CSR
How millennials are shaping the future of sustainability
And more!

Listen in for your crash course on the ins and outs of CSR!

Resources: Horizon Sustainable Financial Services | info@horizons

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Episode 40: ESG and Sustainable Investing Predictions for 2021

February 3, 2021Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Development, Economy, Environment, ESG, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Market, Normality, Philosophy, Portfolio, retire, retirement, Returns, Risk, Social Investment, Social Justice, Strategy, Sustainability, Sustainable Investment, Team, Unemploymentdeepimpactinvesting

What can we expect to see from sustainable investing in 2021?

Find out in this episode as Kimberly Griego-Kiel reveals her ESG and sustainable investing predictions for the year!

Join Kim as she forecasts what might lay ahead based on industry research findings. Plus, she shares the potential benefits ESG investing can bring to the government, citizens, and corporations alike.

In this episode, you will learn:

How impact investing has grown since 2018
Why more companies and individuals are choosing sustainable investing
ESG and social investing trends of 2021
Why corporation sustainability reporting could be a new requirement in upcoming years
And more!

Tune in today to learn Kim’s view on 2021’s sustainable investing industry!

Resources:

Horizon Sustainable Financial Services | info@horizonssfs.com | Facebook | 505-982-9661 | 2020 US Social Investment Forum Report

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Episode 39: A Reflection on the 2020 Markets, Economy, and Unemployment Rates

January 20, 2021Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Development, Economy, Environment, ESG, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Market, Normality, Philosophy, Portfolio, retire, retirement, Returns, Risk, Social Investment, Social Justice, Strategy, Sustainability, Sustainable Investment, Team, Unemploymentdeepimpactinvesting

COVID-19 has impacted almost all areas of our lives, including the economy and markets.

However, now that we’ve entered 2021, we are starting to see some light at the end of the tunnel.

In this episode, join Kimberly Griego-Kiel and Johann Klaassen as they reflect on the 2020 economy, market, unemployment, and ESG numbers to create a vision for what’s to come in 2021.

In this episode, you will learn:

The eye-opening 2020 unemployment rates in some parts of the country
Reasons why the stock market is improving
How positive economic performance is related to ESG and social impact investing
Why you should be careful about the idea of “getting back to normal”
And more!

Listen today to take a look back on 2020 and to prepare for all that’s to come in 2021!

Resources: Horizon Sustainable Financial Services | info@horizonssfs.com | Facebook |

505-982-9661 | Johann Klaassen

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Episode 38: 15 Tips & Tricks for Saving and Budgeting in 2021

December 23, 2020Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Development, Economy, Environment, ESG, Fiduciary, Finances, Financial, Financial Advisor, Financial Advisors, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Impact Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Philosophy, Portfolio, retire, retirement, Returns, Risk, Social Justice, Strategy, Sustainability, Sustainable Investment, Teamdeepimpactinvesting

Whether we make $10 or $100 an hour, many of us are always looking for ways to better save our money.

In this episode, Kimberly Griego-Kiel reveals 15 tips and tricks to help you maximize your savings in 2021. Kim shares money-saving strategies to help you work towards your savings goals and highlights ways a monthly budget plan can complement your savings process.

In this episode, you will learn:

About saving for emergency funds, vacations, or debt repayments
Bulk buying, gardening, homemade meals, and streaming services as affordable alternatives
Benefits of a clean and clear credit score
What to ask yourself when making big purchases
And more!

Join Kim now and discover how you can optimize your spending, saving, and budgeting for 2021!

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Facebook

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