CEC is developing innovative financing tools and entity structuring that help preserve mission and goals for new companies raising money. Nia's investment supports CEC to develop software that will bring down the cost and streamline the process of direct public offerings for small and medium sized businesses, allowing them to grow with mission intact.
I love Jenny and her women led team at CEC. I love that they are right here in Oakland, working with our local businesses to build and expand this space of conscious investing by developing the software and legal infrastructure needed to raise smaller increments of capital from a broader range of investors. Debt. [Financial Infrastructure]
Green Alpha Advisors is an asset management firm, founded on the belief that in order to live and thrive on our planet, we must make an inevitable economic and technological transition to sustainability. Their investment strategies address core economic concerns emerging from the risks associated with resource scarcity and the worst effects of climate change. They see innovations that simultaneously address these core systemic risks and improve economic productivity as the greatest growth drivers of the 21st century. Nia is currently investing in these four products: Shelton Green Alpha Mutual Fund: A public equity mutual fund with the objective to achieve long-term capital appreciation by investing in the Next Economy; Green Alpha Next Economy Index: An all-cap, global growth index portfolio designed to define all aspects of the Next Economy; green, selfsustaining, eco-efficient, and fossil fuel free; Sierra Club Green Alpha Managed Account: An active, long-equity strategy in compliance with the Sierra Club’s strict social and environmental criteria and GAAs Next Economy methodology; and the Green Alpha Growth & Income Managed Account: A sustainability-oriented, actively managed Next Economy portfolio combining moderate current income with potential for capital growth.
This small team of public equities experts is far and beyond the smartest I have seen in truly understanding the Next Economy and what types of innovative companies are going to be the ones to get us there. Public Equity. [Financial Infrastructure] [Sustainability]
HIP investor has created 4 products available through the Schwab platform. In addition to being an impact money manager, HIP is developing standards to quantify impact. Nia is currently investing in the HIP 100 Portfolio: a re-weighting of the S&P 100 for quantifiable sustainability according to proprietary HIP criteria and analysis. For investors and advisers applying the "new fundamentals of investing," the HIP 100 Portfolio can complement or replace the current U.S. based equity allocations; and the HIP Preferred Stock Portfolio: weights a basket of U.S.-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, social and environmental results. HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns. HIP products also include The HIP Sustainable Real Estate Portfolio and the HIP Global Dividends Portfolio.
Paul Herman and his team work diligently to make social and environmental concerns paramount to the traditional investing world. He is doing quite a lot to raise awareness, inform clients and build products that celebrate companies making sustainable and values based choices. Public and Private Equity. [Financial Infrastructure]
Located in Old Oakland and launched in 2012, Miss Ollie's is an Afro-Caribbean restaurant owned by an amazing woman of color, Sarah Kirnon, who has years of experience and is well-known in the Bay Area food scene.
Nia Global Solutions introduces the concept of Impact Investing to public markets, by bringing investors a managed portfolio of publicly traded stocks that harness the innovative social purposes of capitalism. The women led Nia team builds its portfolio of companies that create meaningful outcomes, not only for its investors, but for people and the planet too.
I was drawn to create Nia Global Solutions as a way to bring conscious investing to the public markets. At Nia we engage in a very careful due diligence process looking at solution-driven products, run by diverse management teams. We are unique in that we bring activism into the public markets by engaging with both our chosen companies as well as those who do not make our buy list for the portfolio. NGS will also donate a percentage of profits to those non-profit organizations who are working on issues of corporate accountability.
RSF Social Finance is a pioneering non-profit financial services organization dedicated to transforming the way the world works with money. In partnership with a community of investors and donors, RSF provides capital to non-profit and for-profit social enterprises addressing key issues in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship.
I really love RSF for so many reasons. They are local and invest in, and loan to, the companies and organizations I care about. Don Shaffer is a key leader in our economy by transforming the way we interact with money. Their transparent process of business is exemplary and as an investor I get to have a say in how much interest I am earning. Debt. [Financial Infrastructure]