Being a person of faith and investing has been largely reduced to screening out bad things in your portfolio (ie producers of weapons, assault rifles, and others). Some of the more creative and thoughtful faith-based investors have pushed for more positive screening. I’m two years into learning the landscape and I’m struck by how few […]
With more than two years of anticipation, I was unsure what to expect. I think I was lowering my expectations so as not to be disappointed. But what I experienced today — the first day of the gathering — was full of surprises. Extraordinary Charisma + Track-record I noticed a Francisan cross on an African […]
I am very excited about the opportunity to present “Inversion en Futuros Vivibles” to the Mexican Institute for Catholic Social Teaching alongside a number of other cosponsor organizations: Citizen action against Poverty Union of Christian business leaders COPARMEX The Jesuit University in Mexico City‘s, Center for research on the social and Solidarity economy. CO_ capital […]
We’ve begun our synodal pilgrimage and our first encounter in Chiapas is exceeding expectations. We have been graced by solidarity and buen vivir and remarkable encounters with the Jesuits, Tseltal communities, and Yomol A’tel cooperatives and social businesses.
Investing with a consciousness of what your money is doing pushes us to ask a few questions. Where does money most commonly get invested? What is the structure of the relationship between invested money and other things I care about? If I don’t like the conventional investing options, what are my alternatives? If I believe […]
I learned a new word last week from Luke: pleonexia. So I thought I would share the discussion that ensued. In philanthropy and investing, I often hear family/board members carry the weight of: I need to invest our assets so the mission (grant-making) can continue into perpetuity Too often, what’s crouching right alongside that desire […]
Three topics have been swirling for me recently. First, I do not feel like I’m doing enough anti-oppression work. But some philanthropists in the Northwest are giving me hope. They have started rolling up their sleeves and published a great report about their investment committees and racial equity work they are doing. Their report is […]
If conventional investing is “returns-first” then what does “mission-first” or mission driven look like? What are the strategies we might use to help transition our money? Distinct from conventional impact investing, I try to help us push into the leading edge of impact-first investing. The kind of asset stewardship that might lead toward a regenerative […]
Once in a while you find a report that validates a bunch of your hunches. In this case, a group of foundations in the Northwest U.S. have come together to wrestle seriously with what racial equity means for their investment committees (& the social mission actualization of their asset stewardship). What emerges is a report […]
This morning I was on a call with Brendan O’Sullivan-Hale, the Canon to the Ordinary for Administration and Evangelism at the Episcopal Diocese of Indianapolis. He pointed me to this General Convention document that starts with this great quote from Presiding Bishop Michael Curry: The wealth of the church…must be at the disposal of God […]