The Enormous Opportunity of This Moment
The health, social and financial effects of the coronavirus have been devastating to individuals and communities, particularly Black and brown communities, around the globe. We’ve seen hundreds of thousands of deaths, closed…
Young Advisors To Watch
We are so proud that our very own Adasina Investment Strategist, Phuong Luong, was featured in Financial Advisor Magazine’s list of “Young Advisors to Watch.” While leading the Adasina Investment Strategy, Phuong…
The Opportunity of This Moment: Reflections on the COVID Crisis
Rachel Robasciotti speaks to the opportunity in the COVID-19 crisis during a virtual Community Gathering on 4/2/20
'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,”…
