Activate Your Money | Session 2: Integrating Values Across Your Portfolio

Social Venture Circle and the American Sustainable Business Council present Integrating Values Across Your Portfolio, part of a 3-part webinar series led by Janine Firpo, our co-founder.

Many conversations about impact investing quickly turn to private debt, private equity, and other forms of private investing. While these are incredibly interesting asset classes, they often contain only a portion of our total portfolio leaving a majority of our capital invested in cash, bonds, stocks, real estate and other assets. If we really want to be in integrity with our money and have it represent our values, it is important to consider investment opportunities in these asset classes as well.

Happily, there are a growing number of investment opportunities and choices across the public markets. This workshop will highlight some of the newest opportunities. It will also provide a look at a range of tools that can be used to identify values-aligned companies and funds.

Trainers:

  • Janine Firpo, Author, Activate Your Money and Co-Founder, Invest for Better
  • Akasha Absher, Principal and President, Syntrinsic
  • Luke Wilcox, Founder, Ethos

Zebras Unite: Invest for Better: Putting Your Money to Work for You and the World

In this workshop, Janine explains how you can take action to move all of your assets in alignment with your values – even if all you have to invest is the money in your savings and checking accounts.

powered by Crowdcast

Lebec Consulting: Interview with Janine Firpo & Ellen Remmer | Women We’ve Been Waiting For

Janine Firpo and Ellen Remmer, our co-founders sat down with Lebec Consulting to talk about why women shouldn’t shy away from investing, but instead gravitate toward it—particularly impact investing—and how they actually make some of the most impactful and successful investors when they do.

Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1

Social Venture Circle and the American Sustainable Business Council are pleased to present a 3-part webinar series led by Janine Firpo, co-founder of Invest for Better and author of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World.” This series will take you on an impact journey across your entire portfolio, and leave you with tangible actions you can take to put your money to work for you and for the world.

Session 1: Prerequisites for 100% Portfolio Alignment

Any kind of investing starts with an understanding of the purpose of money in our lives. What does it do for us? For others? And how can we maximize our return across several vectors?

The first session in the series on values-aligned investing will start with a brief discussion of these concepts. It will explain what values-aligned investing is, how it works across all asset classes, and will introduce you to a simple framework that you can use to identify the values you want to drive your investment decisions.

Then this interactive workshop will move into a discussion of asset allocation, using real world examples to show the varying choices investors are making to achieve both financial and social return. We will the initial sessions by introducing participants to an Investment Policy Statement. The IPS is an excellent way to articulate your investment goals and objectives. You can use the IPS alone or in partnership with family members, financial advisors, and other professionals to simplify the investment process and bring clarity to your financial decisions. During the workshop, participants will have the opportunity to start filling out their own IPS.

Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1 from ASBN on Vimeo.

Equity Trust: Women and Values-Aligned Investing with Janine Firpo

Our co-founder, Janine Firpo sat down for an exclusive interview with Mae Szippl of Equity Trust.

Topics they discussed include:

  • Janine’s book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, and how she works to help women feel good about their financial decisions and align their investments with their values.
  • The importance of values-aligned investing
  • The most held beliefs women have around money that may be sabotaging them from saving and investing
  • Why do you women may tend to undermine themselves more so than men when it comes to investing
  • The dynamics around how women currently invest and the potential they have to help change the world for the better based on their investment choices

Happy Invest for Better Day!

 

Happy Invest for Better Day!  Yes, September 15th is now National Invest for Better Day and will have that honor for the next 10 years. We are celebrating the day by sharing some big news and inviting you to celebrate with us.

On September 30th, we will officially launch the NEW Invest for Better. What’s new? Lots! Invest for Better is becoming an independent nonprofit, spreading its wings after several years of incubation at The Philanthropic Initiative. We are excited to be joining forces with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World  on the new organization and looking forward to incorporating Janine’s practical, how-to content into our Invest for Better Circle curriculum. You will be seeing a new website on September 30th filled with lots of new resources, and we are going to have a launch party!  Please join us at the September 30th launch party, celebrate and learn more about what lies ahead.

Stay tuned for more news from Janine and me about opportunities for you to learn, connect with others, and activate your investments in alignment with your values. Meanwhile, there is still room in our next Invest for Better Circle Cohort for both leaders and members.

Capital Musings: Activate Your Money: How Women Can Take Control of Their Wealth

Our co-founder, Janine Firpo, discusses her varied career in tech, microfinance and international development and explains how her new book Activate Your Money: Invest to Grow Your Wealth and Build a Better World lays out a road map for women to empower themselves.

LIFT Economy – Activate Your Money

The rising tide of women in the world of investing has already been shown to be facilitating positive results. Our co-founder, Janine Firpo, was a guest on the LIFT Economy podcast.

Top 21 Impact and ESG Investing Books You Should Read

Janine’s new book, Activate Your Money, is a women-centric introduction to socially responsible investing. Her book was featured on SustainFi as one of the Top 21 books to read on impact and ESG investing. Read the full story.

Janine Firpo on ‘So Money with Farnoosh Torabi’

Our co-founder, Janine Firpo, was a guest on the So Money podcast with Farnoosh Torabi to bring advice on how to create a values-driven investment strategy. Topics discussed include:

  • How to identify your values as they pertain to your investments
  • How to begin making socially-driven changes to your portfolio and how to measure your impact
  • Does socially-conscious investing come at a financial cost?