Diversity – Deep Impact Investing

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

By deepimpactinvesting | June 1, 2022

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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Looking Towards a Positive 2022 with Aarón Garza and Johann Klaassen (Ep. 60)

By deepimpactinvesting | January 19, 2022

As the new year brings you new opportunities and goals, remember to look toward the positive in both your personal and professional life.

In this episode, Kimberly Griego-Kiel sits down with Aarón Garza, vice president for operations and compliance at Horizons Sustainable Financial Services. Kim and Aarón discuss his family, his professional background, and ways his new role will contribute to the team at the office.

Additionally, the firm’s chief investment officer, Johann Klaassen, sits down with Kim to review the economic and market data from 2021 and what’s to come for 2022.

Kimberly, Aarón, and Johann discuss:

Their exciting goals, projects, and potential professional and personal opportunities for 2022
Aaron’s background, family, and role
Potential for 2022 based on the economic and market standpoint successes of 2021
Positive indicators of clean energy and its performance compared to carbon energy
And more!

Resources:

Horizons Sustainable Financial Services: Press Release

Connect with Aarón Garza

aaron@horizonssfs.com

Connect with Kimberly Griego-Kiel and Johann Klaassen:

About Aarón Garza:

Aarón joined Horizons Sustainable Financial Services from the world of higher education administration, where he was involved in making sure that the offices, departments, and activities of a large university remained in compliance with all state and federal laws and regulations related to non-discriminatory practices.

Aarón is from El Paso, Texas. He earned his B.A. from St. John’s College and his J.D. from the S.J. Quinney College of Law at the University of Utah. Aaron is also a former U.S. Army infantryman and a combat veteran of the Persian Gulf War.

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

By deepimpactinvesting | June 2, 2021

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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