First Affirmative Financial Network

Where excited to share this!

First Affirmative Financial Network would like to take a moment to recognize #WorldNatureConservationDay #ReduceReuseRecycle #Sustainability - Invest for a sustainable future.

We heard from our team at First Affirmative on why working with the Carbon Disclosure Project’s (CDP), Non-Disclosure Campaign (NDC) has been critical to our mission - Jen Waterman, Business Development Associate, had this to say, “Over the years, the @CDP has provided us with crucial environmental data tools to merge important client values within First Affirmative’s Values-Aligned Direct Index Solution (VADIS). Our ability to implement this data has garnered us a level of product authenticity, customization and transparency.” Kaitlyn Mitchell, Investment Analyst, had this to say, “Supporting this campaign aligns perfectly with our commitment to sustainability. We believe that transparency leads to better decision-making and positive change.” Learn more about what we do at www.firstaffirmative.com. #CDPNonDisclosure #firstaffirmative #valuesalignedinvesting #growthwithsustainability #investing #sustainability #impact #finance

During the 2024 Non-Disclosure Campaign (NDC), a total of 1,998 companies that have never disclosed through @CDP before were called on to disclose. This marks a 26% increase in the number of companies targeted in the previous year. Analysis of the 2023 non-disclosure campaign results has shown that companies are more than twice as likely to respond if they are engaged directly through the campaign. There continues to be a growing trend of advisors and Investors calling for more disclosure from companies on their environmental impact. With CDP backed data and engagement, First Affirmative is able to derive insights often missed by others to help advisors and their clients be better positioned to sustain long-term value. Learn more about the Non-Disclosure Campaign: Non-Disclosure Campaign - CDP #CDPNonDisclosure #firstaffirmative #valuesalignedinvesting #growthwithsustainability #investing #sustainability #impact #finance

Industry veteran George Gay of First Affirmative Financial Network is a leader in the responsible and sustainable investing space. Hear what he shared with us about social screening and portfolio customization while at US SIF in Chicago. Click here: https://ow.ly/w1Xm50SyYZo #responsibleinvesting #socialinvesting #sri #conference #forum2024 #impactinvesting

We are delighted to take part in The Carbon Disclosure Project’s @CDP 2024 Non-Disclosure Campaign! With their deep analysis and up-to-date research First Affirmative can build Values-Aligned Direct Investing Solutions (VADIS) that help your client’s money drive progress on a range of economic, environmental and social challenges. CDP’s groundwork in the context of the global environmental disclosure system makes it all possible to have a transparent and comprehensive process for evaluating and investing in the right direction. Learn more about what we do at www.firstaffirmative.com. #CDPNonDisclosure #firstaffirmative #valuesalignedinvesting #growthwithsustainability #investing #sustainability #impact #finance

"Reminder: our offices are closed today, Thursday, July 4th. Hope you're enjoying #FourthofJuly and celebrating our country's independence day."

For Gen Y and Z investors. offering an off-the-shelf portfolio might not be enough anymore. These next-gen clients are setting a new standard for what personalization means for their investments. These clients are now prioritizing aligning their investments with their personal values more than any before them. The key takeaway: Offering robust values-based investing solutions like direct indexing is becoming essential to attract and retain these client segments. That's where Values-Aligned Direct Index Solution (VADIS) comes in to make this process intuitive and seamless for you and your clients.   Read the article to get a sense on how to deliver Direct Indexing to these next-generation clients. --> https://lnkd.in/ehFP98t3

Join First Affirmative Financial Network in acknowledging and celebrating the freedom of enslaved people in America. #Juneteenth #humanrights #freedom Our office will be Closed today, Wednesday, June 19th in recognition of Juneteeth.

First Affirmative Financial Network would like to celebrate June employee special occasions. Please join us in wishing Sarah, Bill, Caryn and Kathy a very happy birthday this month. #celebrate #happybirthday #thankyou #hardwork #dedication