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We can make a US clean-energy economy a reality by refusing to invest in companies that are destroying our planet. We can shift our investment dollars into clean energy and support public policies that move us away from fossil fuels.
Green America is proud to partner with 350.org on the national Go Fossil Free divestment campaign. Here's how to get started:
This fund excludes fossil-fuel companies, and in 2009 became the first fund to release a carbon-footprint report of its holdings: 66 percent smaller than the S&P 500.Green Century Equity Fund
As of April 1, 2014, the Equity Fund is fossil-fuel-company-free. The fund already excluded coal and oil companies; Green Century has now screened out natural gas.Parnassus Endeavor Fund
Formerly known as the Parnassus Workplace Fund, effective May 1, 2014, the fund will no longer invest in companies engaged in the extraction, exploration, production, manufacturing or refining of fossil fuels.Pax World Growth Fund
As of May 1, 2014 the fund divested its fossil fuel holdings and will pursue a fossil fuel-free investment strategy. Fossil fuel company investments will be replaced by investments addressing global sustainability challenges.Portfolio 21
Portfolio 21 pursues a company-wide strategy of screening out investments in fossil fuel companies. A searchable list of its holdings appears on its Web site.Shelton Green Alpha Fund
Green Alpha Advisors believes that fossil fuels disrupt the economy and its underlying ecosystems, do not represent solutions, and have no place in Green Alpha portfolios.
While excluding fossil fuels, this fund also invests in clean energy and energy efficiency, pollution control, waste management, and water infrastructure.
This CD includes investment in solar and alternative energy sources.
This CD includes investment in renewable energy projects and businesses as well as energy efficient affordable homes.
Social(k) offers over 500 Environmental, Social and Governance (ESG) screened funds and ETFs (exchange traded funds) alongside thousands of traditional investment options. Included in the list are funds that are free of fossil fuel companies, either by policy or practice: Portfolio 21, Green Century Balanced, Shelton Green Alpha Fund, Pax World Global Environmental Markets Fund and the CRA Qualified Investment Fund. We work in association with many of the advisory firms across the country. If you are interested contact your financial advisor or Socialk.com. More info at www.blog.socialk.com and www.facebook.com/Socialkretirementplans
AIO Financial is a fee-only financial planning firm that specializes in Socially Responsible Investing (SRI). SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial can address many issues, including climate change, through investment screening (fossil fuel free investing), shareholder advocacy and community investment.http://aiofinancial.com/socially-responsible-investing/
We are a Southern-California-based full-service financial planning firm specializing in multi-generational wealth management, philanthropic planning, and socially responsible investing. We can develop fossil-fuel-company-free portfolios for both individual and institutional clients.http://www.capintelligence.com/new/Capital-Intell/content.asp?contentid=2017927476
We are helping to solve the climate crisis by supporting individuals, families, non-profits and small businesses in divesting of fossil fuel investments. We accomplish this by offering a values based wealth management process, utilizing fossil free investment portfolios, that helps clients achieve their financial, social and environmental goals.www.encorewealthadvisors.com
With 25 years of experience serving Green America members with their social investing needs, First Affirmative and its nationwide network of 100 associated advisors can develop fossil-free portfolios using mutual funds, exchange traded funds, and individual securities as appropriate to your needs.http://www.firstaffirmative.com/
Horizons Sustainable Financial Services offers a line of well-diversified, zero-carbon energy mutual fund portfolios with no exposure to any companies directly involved in the production of fossil fuels. The portfolios are built on a “sustainable, responsible, impact” (“SRI”) investing foundation, using mutual funds from SRI industry leaders.http://horizonssfs.com/
Natural Investments launched a Fossil-Fuel-Free Portfolio in January 2013, which also excludes tobacco, alcohol, military contractors, firearms, gambling, and nuclear power, while specfically including clean technology and renewable energy.naturalinvesting.com
Newground manages money for organizations and individuals of means who seek positive change without sacrifice to financial performance. We link values with dollars in ways that create beneficial social, financial, and environmental outcomes.http://www.newground.net/
Since 1987 PAM Inc has been providing social screening to members of the PAM Group, the socially responsible division of Financial West Group. Advisors in the PAM Group can create a fossil free portfolio utilizing stocks, bonds, mutual funds and ETFs to meet the needs of any client.http://www.progressiveassetmanagement.com/
Providing hourly, fee-only financial planning since 2005. We can assist investors interested in fossil-free investing using methodology based on the book “Low Fee Socially Responsible Investing, Investing in Your Worldview on your Terms,” published by Tom Nowak in 2012.http://www.quantumfinancialplanning.com/
The SRI Wealth Management Group of RBC Wealth Management provides customized investment solutions that help clients achieve financial and value-based objectives. With $1.3 billion AUM, SRI Wealth Management Group works with investors to implement client-specific Environmental, Social, Governance and Impact preferences throughout their asset allocation. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.https://www.rbcwmfa.com/sri/
StakeHolders Capital is a full service wealth management firm committed to integrating our clients’ values with their financial goals. StakeHolders Capital is proud to be a leader in sustainable, community and impact investing.http://www.stakeholderscapital.com/
As educators and consultants, we help individuals and institutions leverage savings and investment capital to bring about positive change. Divest/invest/engagement efforts are key ways to bring about such change and SI4All can help you learn what you need to know and do to fulfill your role as a responsible investor.http://www.sustainableinvesting4all.com
The following asset management firms are able to assist higher-net-worth individuals in establishing customized fossil-free portfolios upon request. They may also help you shift the assets of your house of worship, university, or pension plan.
*Arjuna Capital offers two fossil-fuel-free account strategies: "Arjuna 350," for domestic core equity, and "Highwater Global," a high sustainable impact global equity fund.
**Trillium Asset Management offers two fossil-fuel-free account strategies, “ Fossil Fuel Free Core ,” and the “ Sustainable Opportunities Portfolio ,” which invests in green solutions, economic empowerment, and healthy living.
There are both moral and financial reasons for investors to reallocate their assets from oil and gas and into clean energy,” says Elizabeth Glenshaw, a portfolio manager for Clean Yield, a sustainable asset management firm. We absolutely agree. Pulling our investments from dirty energy and reinvesting in a clean energy future is an ethical decision we all can make, for our children and grandchildren and for the future of the planet we all share. Read our guide and learn how to divest!
In the 1980s, the financial industry said that divesting from companies doing business in South Africa was unreasonable. But people of conscience who didn't want to profit from oppression divested anyway. Fast forward to 2013. Read our issue about the global impact where government is failing to lead, and where people of conscience may choose to divest -- the climate crisis.
At the end of 2012, Bill McKibben called on students to divest their university endowments from fossil fuels companies. The response has been enthusiastic and impactful, with students and beyond campuses. This campaign has the potential to change the face of the fight against climate change. Read how divestment could change the world and about the leaders spearheading the movement.
All registered investment advisors and their representatives have an affirmative duty to act in the best interests of their clients, and the heirs, assigns and beneficiaries of those clients. Aspects of fiduciary duty, particularly as relates to retirement plans regulated by the Department of Labor (DOL) under ERISA legislation, have not yet been fully defined by the Securities and Exchange Commission (SEC), DOL or the courts as relates to securities screening decisions that may affect the risk and/or return of an investment portfolio. When implementing fossil-free portfolios, advisors may provide additional disclosure information about risk, returns and other factors, and may request additional documentation from the client to support their investment recommendations.