The Latest
Shareholder Action Requested to Support Home Depot Employee Access to Healthcare: Vote by May 21 on the Proxy Ballot
Clean Yield Asset Management Urges Shareholders to Vote YES on Item No. 11
By Liz Levy, CFA, Managing Director of Investment Research
At Home Depot’s annual meeting on May 21, the company’s investors will have a chance to vote on…
The Role of Private Capital in Building Affordable Housing for Resilient Communities
A Clean Yield Speaker Series Webinar Summary
Affordable housing remains one of the most urgent challenges facing communities across the U.S. We continue to see a widening gap between housing costs and income levels. At the same time, rising construction costs and…
Q1 2026 Market Outlook: Navigating in Stormy Seas
By Liz Levy, CFA, Managing Director of Investment Research — not written by AI!
To paraphrase a meme making the rounds, what a year the last three months have been — or even, really, the last three weeks. While recently…
Growing Multigenerational Value: Investing in Forests for a Sustainable Future
An Earth Month Reflection on Investments in Climate Change Solutions
By Kofi Kodua, Managing Director & Portfolio Manager
When we think about climate change solutions, we often picture wind turbines, solar panels, or electric vehicles. But one of the most…
How Shareholder Advocacy and Proxy Voting Can Drive Meaningful Change — and How You Can Help Protect It
Activism and Impact in an Environment of Hostility and Misinformation
Shareholder advocacy and proxy voting are critical tools equity investors use to influence corporate decision-making and drive systems-level change. As stockholders and, thus, part owners of the companies they invest in…
Speaker Series: The Role of Private Capital in Building Affordable Housing for Resilient Communities
Affordable housing remains one of the most urgent challenges facing communities across the U.S. We continue to see a widening gap between housing costs and income levels. At the same time, rising construction costs and higher interest rates have made…
Proxy Voting: A Critical Tool for Individuals and Investors to Influence Corporate Behavior
By Elizabeth R. Levy
Proxy voting enables equity (or stock) investors to participate meaningfully in the decision-making process of the companies they own. Proxy voting is one tool in a broader ecosystem of shareholder advocacy that enables shareholders to influence the policies governing…
A New Kind of Meat
By Elizabeth R. Levy, CFA
In late 2025, as a result of our membership in the U.S. Sustainable Investment Forum (US SIF), I was invited to attend a meeting for company founders and investors organized by the Association for Meat,…
Stock Profile: SoFi Technologies
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…
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…
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…
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…