'G' is for Governance
Maya Philipson spoke on the importance of governance, an oft-neglected focus even for ESG minded investors. “We feel that, as advisors, we have a fiduciary responsibility to understand what we’re holding on…
New database aims to expose companies that make employees arbitrate sexual harassment claims
The Washington Post featured Force the Issue, co-founded by Rachel Robasciotti, and its work to “expose companies that make employees arbitrate sexual harassment claims.” More than 100 companies have already reported that…
3 Steps to a Socially Conscious Portfolio
The New York Times featured Rachel J. Robasciotti to talk about 3 Steps to a Socially Conscious Portfolio. “As a queer woman of color, I came from extreme rural poverty,” said Rachel…
A Paradigm Shift in Sexual Harassment Culture
Financial Planning’s podcast, The In|Vest Podcast, featured Rachel J. Robasciotti speaking on her efforts to create “A ‘paradigm shift’ in sexual harassment culture.” Around the 4:15 min mark, Rachel talks about how…
Investing at the Intersection of Racial Justice & Climate Change
Over the prior nine months, we initiated multiple convenings of the Adasina Community to learn how best to invest at the intersection of racial justice and climate change. We lifted up the…
Should Firms End Forced Arbitration for Sexual Harassment Claims?
Financial Planning covered Rachel Robasciotti and Force the Issues efforts to end forced arbitration for sexual harassment in pursuit of gender justice. “[There is] probably nothing more important that we can do,”…
I Spoke Out to Expose an Abuse of Power: A Note from our Founder, Rachel J. Robasciotti
Last week I was invited to speak at a conference for CEOs and executives in the financial services industry. At the conference, Ken Fisher, founder of the second-largest firm in our industry…
Force the Issue Leads on Ending Sexual Harassment at Work
We’re happy to share an update on a project that Robasciotti & Philipson has been working on: the Force the Issue campaign and database documenting sexual harassment policies at major publicly traded…
Racial Justice Investing via R&P
Explore the Adasina Racial Justice screen and learn how systemic racism has shaped the current landscape for racial justice investing.
Build a Diverse Team in Financial Services
“Diversity in the workplace doesn’t happen by accident, it happens by intention.” Learn how we built a diverse team in financial services.
