Portfolio 21 to Merge with Trillium Asset Management

posted by
October 13, 2014

Dear Clients, Advisors and Friends, We are very pleased to inform you that Portfolio 21 is working towards a merger with Trillium Asset Management. Our primary objective in evaluating a merger has been to assure ourselves that it would result in a substantial improvement in the resources available to serve…  

categories: company news

190 Countries Meet on Climate Change

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December 20, 2012

Last week, delegates from 190 countries attended the United Nations Framework Convention on Climate Change (UNFCCC) in Doha, Qatar.  In 1992, the first UNFCCC conference was held in Rio de Janeiro and was known as the Earth Summit.  Each year the conference seeks to identify agreements among world governments to…  

categories: climate change, environmental justice, externalized costs, global warming, greenhouse gas emissions

Portfolio 21 Investments Celebrates Thirty Years!

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October 17, 2012

We are celebrating a birthday today.  Thirty years ago, Portfolio 21 Investments was founded.  Looking back over the past three decades, certainly the growth of social and environmental investing has gone beyond my expectations.  I don’t believe any of us who started out in the early 1980s had any idea…  

categories: company news, environmental investing, ethical investing, green investing, impact investing, socially responsible investing, sustainable investing

Upcoming SRI Conference

posted by
September 12, 2012

In a couple of weeks, I’ll be attending the annual SRI Conference on Sustainable, Responsible, and Impact Investing in Connecticut. The three-day event is for investors and investment professionals “working to make money and enhance the common good.” The dates are October 2-4 at the Mohegan Sun Conference Center in…  

categories: company news, conferences, environmental investing, ethical investing, events, green investing, impact investing, socially responsible investing, sustainable investing

Ethical to Impact Investing

posted by
July 20, 2012

This is my 30th… year in the field of “screened” investing.  Over the last three decades, this approach to investing has been nuanced with many labels.  In 1984, Amy Domini and Peter Kinder wrote one of the first books on the subject and called it “Ethical Investing.”  In the  

categories: corporate governance, environmental investing, ethical investing, green investing, impact investing, socially responsible investing, sustainable investing

Bioneers in October

posted by
June 7, 2012

Every year during the third weekend of October, I always know where I’ll be. This coming October will be my thirteenth consecutive year at Bioneers in San Rafael, CA. Portfolio 21 Investments has been sponsoring the conference since 1999. I’m mentioning it now because this is the time to make…  

categories: company news, updates

The Changing Shape of Corporations

posted by
April 25, 2012

For nearly 30 years, Portfolio 21 Investments has been working to influence progressive corporate behavior through the investment process. Recently, Bill Clark, a corporate governance attorney who also has a master’s degree in theology, was in Portland, OR speaking about corporate governance within the context of sustainable business. I’ll share…  

categories: corporate governance, growth, regulations

Transitions at Portfolio 21 Investments

posted by
March 13, 2012

We have had some meaningful developments here at Portfolio 21 Investments recently.  We are saying good bye to a long-term contributor to the firm and we are welcoming an industry veteran who we know well to our Board. After nearly 17 years, Leslie Christian has transitioned to explore some new…  

categories: company news, updates


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