Tag Archives: Kimberly Griego Kiel

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49. Investments That Positively Impact Society and the Environment With Alyssa Greenspan, CFA, and David Sand



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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48. Let’s Deconstruct Your Money Messages



While money is certainly used to acquire goods and services, it is also often linked to the ways people feel, think, and behave.

That’s why Kimberly Griego-Kiel likes to consider money not only for its value, but also for the messages and meaning it can hold.

In this episode, Kimberly takes a deep dive into what money messages mean, why they are so meaningful, and how we can shift those money messages to create a new economic model.

Kim discusses:

  • Her experience with money messages throughout her life
  • A view of money messages from a psychology point of view
  • Reasons why couples, parents, and children should have money-related conversations 
  • The role our perspective play when judging good and bad money messages 
  • How to change the narrative around ESG money messages 
  • And more!

Resources:

Connect with Kimberly Griego-Kiel:


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



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



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!

Resources:  Episode 43 | Episode 44 | Horizons Sustainable Financial Services: 505-982-9661 | info@horizonssfs.com | Facebook  | Kimberly Griego-Kiel | Farzana Hoque | The Forum for Sustainable and Responsible Investment (US SIF) | US SIF 2020 Trends Report | Croatan Forum


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



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!  

Resources: Horizons Sustainable Financial Services: 505-982-9661 | info@horizonssfs.com | Johann Klaassen | Adasina Social Capital | Altruist | Jason WenkCharles Schwab Corporation | Folio Institutional


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



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!

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | kim@horizonssfs.com | Facebook | Jessye Waxman | Green Century Capital Management | 30 Under 30 List | Tom Chapin | No Deforestation, Peat, and Exploitation (NDPE) Commitment | Palm Oil and Girl Scout Cookies


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



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! 

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook | Erin Fitzgerald | US Farmers and Ranchers in Action  | Film: 30 Harvest | Cow Manager | Episode 42: Investing in Climate-Smart Agriculture – With David Bennell


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



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! 

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Facebook | David Bennell | World Business Council for Sustainable Development |  

Report: Transformative Investment in Climate-Smart Agriculture


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



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



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  | Facebook505-982-9661 | 2020 US Social Investment Forum Report