Bonds – Deep Impact Investing

Your Quarterly Market Update with Johann Klaassen (Ep. 98)

By deepimpactinvesting | September 6, 2023

What’s new in the market?

How’s the investment arena doing so far? What if we all started investing like we truly cared?

In this episode, Kimberly Griego-Kiel and Johann Klaassen navigate the current markets while providing a snapshot of the economy and all things inflation and investing. They debunk common misconceptions surrounding gold as an investment and shed light on the increasingly popular concept of ‘green gold’ and its actual environmental impact.

Kim and Johann leave no stone unturned! Listen in as they guide us through the uncharacteristic behaviors of bonds and the implications of investing in precious metals.

Throughout the episode, Kim and Johann discuss:

Advice for those concerned about their portfolio or the markets
The intriguing phenomenon of uncharacteristic bond behavior and its potential impact
The reality behind the allure of gold as an investment and those who stand to gain
What you need to know about ‘green gold’ and its environmental consequences
The hidden environmental and social costs of investing in precious metals
And more!

Resources:

Morgan Housel

Connect with Kimberly Griego-Kiel and Johann Klaassen:

About Our Guest:

Johann A. Klaassen, Ph.D., is the CEO and Chief Investment Officer for Horizons Sustainable Financial Services, where 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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49. Investments That Positively Impact Society and the Environment With Alyssa Greenspan, CFA, and David Sand

By deepimpactinvesting | July 7, 2021

Many investors who want to make a positive impact with their dollars find it difficult to identify investment opportunities that will help them accomplish this.

That’s where ESG investment companies like Community Capital Management can help.

Managing over $3 billion in assets and fully aligned with the UN sustainable development goals, Community Capital Management works to help clients develop investment strategies that contribute to positive environmental and social outcomes.

This week, CCM’s Alyssa Greenspan and David Sand join Kimberly Griego-Kiel to discuss the company’s client investing and reporting approach.

Alyssa and David discuss:

CCM’s annual impact report
How the firm’s work culture reflects their overall investment process
CCM’s areas of investments
How to use mortgage-backed securities to help communities in need
And more!

Resources:

Connect with Alyssa Greenspan and David Sand:

Connect with Kimberly Griego-Kiel:

About Alyssa Greenspan, CFA:

As Community Capital Management’s president and chief operating officer, Alyssa is responsible for strategic planning, human resources, and new product development. Alyssa is responsible for managing the day-to-day activities and operations of the firm. She also oversees risk management, including portfolio compliance and client service.

About David Sand:

As Community Capital Management’s chief impact strategist, David is responsible for furthering the scope of CCM’s impact analysis including metrics, outcomes, and reporting. As the firm’s subject matter expert on impact and ESG investing, he is involved in client relations and creating new impact and ESG investing strategies to meet the needs of existing and future clients.

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