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Can a Robot Steal My Job?

Carly Greenberg

This and many other questions were addressed by the annual First Affirmative “Investing for Impact” day-long conference in Boston.  On Tuesday, July 18th, 2017, over 100 SRI professionals gathered at the Hyatt Regency in Boston to discuss pressing issues facing the industry including ESG and Smart Beta, the importance of corporate disclosure and defending shareholders rights to file proposals against The Financial CHOICE Act, and how to continue to keep the needle moving forward on climate change.

[Event Recap] [BASIC Event] Fundamentals of Sustainability Accounting Credential from SASB

Dan Saccardi

BASIC’s April 12 event focused on the Sustainable Accounting Standards Board’s (SASB) Fundamentals of Sustainability Accounting (FSA) credential. Eric Kane, SASB’s Sector Analyst for Health Care, provided an overview of SASB and the credential certification, and Will Krause, VP and Portfolio Manager at Moody, Lynn & Lieberson, shared a practitioner’s perspective on FSA.

[Event Recap] [BASIC Event] Crash Course in Sustainable Real Estate for the Investor Point of View

Marion Rockwood

On the rainy evening of March 28, BASIC members and folks interested in sustainable real estate gathered at the LEED platinum-rated Atlantic Wharf to hear USGBC-MA executive director Grey Lee speak about the U.S. Green Building Council’s GRESB tool for investors. Before the talk, there was some lively networking, where attendees could get to know one another and make connections to pursue after the event.

Voices from the Boston Women’s March

May Jaw

At 9 a.m. in the morning, a significant crowd had already gathered; heating up the Boston Common with a cheerful atmosphere for the event scheduled at 11 a.m.

“All the people I know are here” one older lady spoke to her partner. “Seriously, I do not know many people, but they are all here!”

In this peaceful, friendly, nonpartisan assembly, people celebrated the diversity of the United States and delivered messages about equality, dignity, and justice. People displayed creative signs demonstrating their beliefs and values, and photographed others to capture this historic moment.

According to the official announcement, there were over 90,000 people registered to participate the march as of Inauguration Day. Post-march estimates indicate that nearly 175,000 joined the Boston Women's March on January 21st.

[Event Recap] Scholars from Boston Share Takeaways from SRI Conference in Denver

Robin Miller with input from Rafael de la Puente and Anton Malin

Two years ago, a group of long-time SRI industry professionals led by emeriti members of the First Affirmative Financial Network felt it important to increase the number of aspiring young professionals attending the annual SRI Conference (formerly SRI in the Rockies). These members raised money to award scholarships to exceptional students and young professionals interested in careers in sustainable, responsible and impact investing from across the country. The scholarships cover the cost of registration, lodging and transportation to the conference.

For the 27th SRI Conference in Denver, twelve scholarships were given in memory of Laurie McClain who passed away this spring. McClain was a financial planner and First Affirmative Financial Network advisor who was highly respected by her colleagues and peers.

Several scholars this year are part of BASIC-Boston. Here are a few of their key takeaways from the conference:

[Event Recap] [BASIC Event] Investing in Climate Justice Solutions

Robin Miller

On a balmy day in November, over 30 people gathered at Zevin Asset Management’s offices for a discussion with leaders and supporters of Grassroots International about opportunities to invest in climate justice solutions.

The speakers included Grassroots International’s Executive Director, Chung-Wha Hong and Director of Grantmaking and Advocacy, Sara Mersha who spoke about the organization’s work to connect people in the United States with global movements solving the root causes of inequality and climate change. Robert Zevin, Founder of Zevin Asset Management, joined them to speak about why he has supported the organization for several decades.

[Event Recap] Discussion of the US SIF Report on The Impact of Sustainable and Responsible Investment

Dan Saccardi

On October 5th, Lisa Woll, CEO of US SIF (The Forum for Sustainable and Responsible Investment), led a discussion of the positive impacts of sustainable and responsible investment (SRI) over the last 25 years. Ms. Woll’s presentation, focusing on the following four areas of broad impact, reviewed the findings from the US SIF Foundation’s recent report. One of the report’s primary goals is to provide data to help communicate how impact investing has influenced the investment industry, companies, communities, public policy, and global standards.

[Event Recap] [BASIC Event] Divestment and Reinvesting in Massachusetts Companies

Marion Rockwood

On September 19th, the Climate Action Business Association (CABA) hosted BASIC members at the Old West Church to learn the results of the organization's’ newly-issued Local Emerging Market Reports on investing in the regional clean energy economy. CABA’s Michael Green and Kate Galbo moderated a panel that included Matt Patsky, CEO of Trillium Asset Management, and David Miller, Executive Director of Clean Energy Venture Group.