The Latest
Quarterly Market Outlook: January 2026
By Liz Levy, CFA, Managing Director of Investment Research
When trying to think about what our Outlook could possibly be in early January, I reread what I wrote last quarter, much of which remains true. I said, among other things, that “trying to discern… Read More >
Get to Know Clean Yield Impact Investing Associate Monica Charletta
Bringing Just, Regenerative Food Systems Background to the Team
With her background in impact-first regenerative food systems investing and ESG strategy consulting, Monica Charletta has joined the team as an Impact Investing Associate. Monica is responsible for sourcing, screening, and… Read More >
Fraud Prevention Strategies: What It Is and How to Protect Yourself
A Clean Yield Speaker Series Webinar Summary
Every year, about one-third of Americans experience financial scams, fraud schemes, and identity theft. Instances of fraud have surged in the last five years, increasingly targeting individual investors, small business owners, and older… Read More >
Supporting Local News and Democracy
Clean Yield’s Partnership with the American Journalism Project
“Over the last two decades, more than one-third of American newspapers have shuttered. On average, we lose two more every week. And it matters. Studies show that when people in communities lose… Read More >
Clean Yield in Conversation: Market Outlook October 2025
Clean Yield in Conversation features team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode with insights from Liz Levy:
A scene from The Wizard of Oz captures our team’s general feeling at the end of… Read More >
Stock Profile: Moody’s
Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More >
Quarterly Market Outlook: Crossroads
By Liz Levy, CFA, Managing Director of Investment Research
In trying to think about how to describe our views on the economy right now, one image keeps coming back to me. As Dorothy sets off down the Yellow Brick Road,… Read More >
Mobilizing to Protect the Freedom to Invest Responsibly
Photo: Clean Yield’s Dorigen Hofmann, second from left, and members of the Freedom to Invest coalition.
By Dorigen Hofmann, Partner and Portfolio Manager
On September 16, I joined 30 investment managers, proxy voting advisors, impact investors, and other social investment… Read More >
Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
On November 20 at 4 p.m. EST, Clean Yield will host a webinar on fraud — something that about one-third of Americans experience every year. Financial scams, fraud schemes, and identity theft have surged in the last 5 years, increasingly… Read More >
Clean Yield in Conversation: Shareholder Advocacy & Proxy Voting 2024-25 Year in Review
Clean Yield in Conversation features team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode with insights from Liz Levy:
In this recording, Liz summarizes the Clean Yield Shareholder Advocacy and Proxy Voting Year in Review… Read More >
Stock Profile: Borg Warner
Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making… Read More >
Clean Yield Exclusionary Screens Review
Clean Yield routinely audits our exclusionary screens to ensure the criteria succeed in meeting our values and those of our clients. This article — last updated August 2025 — will be amended to provide updates and transparency about our screening… Read More >