Tag Archives: Portfolio

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2022 Market Overview: Winners and Losers with Johann Klaassen (Ep. 84)



2022 was a year of market turmoil: The S&P 500 and the Russell 3000 were down by almost 19%, and the bond market also suffered a hit.

In this episode, Kim Griego-Kiel brings back one of our favorite guests, Johann Klaassen, the President and Chief Investment Officer at Horizons Sustainable Financial Services. Kim and Johann review the 2022 market performance while detailing the four areas that impacted the markets last year. 

Johann discusses:

  • The Federal Reserve’s efforts to control inflation 
  • The US dollar currency speculation
  • His market predictions for 2023
  • What you should know about diversification 
  • The market’s role in sustainable investing 
  • And more!

Connect with Johann Klaassen:

Connect with Kimberly Griego-Kiel:

About Our Guest:

Johann A. Klaassen, Ph.D., is Executive Vice President and Chief Investment Officer for Horizons Sustainable Financial Services. His role is developing asset allocation strategies and overseeing 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.


Change Not Charity: Charitable Giving For Climate Change with Jack Chellman (Ep. 80)



The traditional process for giving money to charity can leave people feeling skeptical, but when it comes to donating to charities for climate change, applying a “fund management” approach can be the solution that makes a difference. 

In this episode, Jack Chellman, the head of strategy and communications at the Global Returns Project, joins Kimberly Griego-Kiel to talk about the company’s Global Returns Portfolio. Jack explains how this portfolio works as a diverse, effective, and scalable not-for-profit tool designed to regenerate the planet and protect the environment. 

Jack discusses:

  • Types of charitable giving 
  • Ways the Global Returns Project works to support climate change with not-for-profit organizations to curate investments (not for financial return)
  • The 3 UN Sustainable Development Goals this organization targets
  • Ways individual investors can get involved and the role of taxes when it comes to charitable giving 
  • The difference between donating stocks and cash 
  • And more!

Resources:

Connect with Jack Chellman:

To contribute, please click here:

  • Organization Name: The Global Returns Project Limited
  • Charity Number: 1186683

Connect with Kimberly Griego-Kiel:

About Our Guest:

With a background in journalism and social advocacy, Jack Chellman transitioned to environmental work out of concern for issues of intersectional climate justice. A Marshall Scholar, Jack holds an MPhil in Political Thought and Intellectual History from the University of Cambridge. He also earned an MSc with distinction in Media, Power, and Public Affairs from Royal Holloway, University of London.


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



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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51. What’s Risk Got to Do With It? With Johann Klaassen



Fear is a double-edged sword:

It can hold you back from doing something you should do and can also make you do something you normally wouldn’t do — especially when it comes to your investments.

In this week’s episode, Kimberly Griego-Kiel and Johann Klaassen discuss the different risks that involve the investment arena. Drawing from client and prospect concerns, Kim and Johann address must-know considerations around risks so that you, too, can learn how to make better financial decisions. 

Johann discusses:

  • Reasons why you should report on your ESG criteria
  • How much risk should you take with your portfolio
  • Risk perception: How do you understand and measure risk 
  • The types of risks involved in the markets
  • And more

Connect with Kimberly Griego-Kiel and Johann Klaassen:

About Johann Klaassen:

As Horizons Sustainable Financial Services’ Executive Vice President and Chief Investment Officer, Johann supports investors who focus their efforts on environmental, social, and corporate governance issues. He also helps clients vote with their dollars for a positive transformation of our economy and society toward a socially just and environmentally sustainable world. 


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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 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 

 


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



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