February 2017




Introduction by Guest Editor

Rianka Dorsainvil, CFP, Your Greatest Contribution

There is much debate about the millennial generation. Some of our predecessors call us lazy and coddled, while others accuse us of being entitled. While we certainly dispute those characterizations, what is not up for debate is our desire to leave the world a better place. We are civic-minded, entrepreneurial spirited and open to learn from those who do not look or think like us. In this issue of GreenMoney Journal, you will hear from four Millennials who are in various stages of their careers: two who have ventured out on their own to make an impact in their own special way, and two who choose the corporate path. Each writer brings a unique lens on what it means to make a sustainable impact.

Gabriel Anderson, founder of Crafted Wealth Management, a Venice, CA based virtual Wealth Management firm takes us down the path of asking the tough questions around planning for your financial future; Najada Kumbuli, Officer, Strategic Initiatives at Calvert Foundation, explores how energy poverty is interlinked with gender equality and women’s rights issues; Dr. Daniel Crosby, President of Nocturne Capital and New York Times bestselling author, gives us his twist on behavioral finance and ESG; and Sean Tennerson, Program Officer at The Case Foundation, shares how education and data can inspire change.

featured articles


The Behavioral Benefits of Values-based Investing by Dr. Daniel Crosby, President of Nocturne Capital and the New York Times bestselling author of The Laws of Wealth

Banking on Data to Power the Impact Investing Movement
by Sean Tennerson, Program Officer, The Case Foundation

Investing isn’t Enough: 6 Things You Need to do to Grow Your Wealth
by Gabriel Anderson, a Certified Financial Planner and founder of Crafted Wealth Management

Climate Change and Women’s Rights: The Opportunity for Action
by Najada Kumbuli, Officer, Strategic Initiatives at Calvert Foundation


Additional Content


Young, Radical, and Candid: How Millennials will Remake Socially Responsible Investing
by Pat Miguel Tomaino, Assoc. Director of SRI, Zevin Asset Management

ESG in 2017: A Fundamental Rethink? 6 Trends to Watch
by Linda-Eling Lee, Global Head of ESG Research, MSCI

TONIIC T100: Launch Report and Directory – Offering New Insights and Resources from the Frontier of Impact Investing

Is Your Mutual Fund Company Taking Climate Change Seriously?
by Rob Berridge, Director of Shareholder Engagement, CERES

A New Fund Seeks Both Financial and Social Returns
by Andrew Ross Sorkin, The New York Times

Whole Foods Market’s Top 10 Trends for 2017 – new condiments, functional beverages and natural foods

US SIF Statement on Updated ERISA Guidance on Shareholder Rights

SRI Mutual Funds Performance Chart



Leave a Reply

Your email address will not be published. Required fields are marked *

  • Newground Social 25thsponsor
  • Community Capital 25th Sponsor
  • Serenity Shares 25th Sponsor
  • Walden Asset 25thSponsor
  • Aeris 25thSponsor

If you would like to subscribe to GreenMoney's monthly eJournal, please submit the form below.

Privacy Policy
Copyright © GreenMoney Journal, 2017

Global Events Calendar

>>View more Events
The 7th Social Business Days
Jul 28 – Jul 29 all-day

Zirabo, Dhaka, Bangladesh

This event is hosted by Nobel Laureate Professor Muhammad Yunus. Social Business Day is an annual conference organized by the Yunus Centre to celebrate the groundbreaking idea of social business and to highlight new developments. Social Business Day showcases the concept of social business with leading experts in the field. The annual event attracts the participation of international and local actors, corporate and social leaders, NGOs, students, and innovators, and connects them with the social business network. It also creates an opportunity for participants to engage in different interactive plenary sessions and workshops to broaden their understanding in specific areas of interest. This year, our theme will be “Can Wealth Concentration Be Stopped?”