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Investing for Social Justice From the Bottom Up
Adasina Founder & CEO, Rachel Robasciotti listens to groups on the ground to make an impact. Read more at MorningStar.com -
Installment 3: Looking Outside of Finance for Answers on Race
By: Rachel J. Robasciotti, Founder, Robasciotti & Philipson This article is part three of a series about race and racism in financial services. The full series can be read here. Impact investors focused on racial justice have a desire for real impact. There are finally sufficient dollars, collective will, and commitment to make much… -
Installment 2: Do our investment defaults fund systemic racism?
By: Rachel J. Robasciotti, Robasciotti & Philipson and Sonya Dreizler, Consultant This article is part two of a series about race and racism in financial services. The full series can be read here. The last two months of protests and political action as a result of George Floyd’s murder are a referendum on… -
How Investors Are Addressing Racial Injustice
In a recent New York Times article, “How Investors Are Addressing Racial Injustice,” Rachel Robasciotti and Adasina were featured for their years of commitment to racial equity. The article highlights our investment approach and the recent Racial Justice Investor Dataset. -
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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 also works as a financial advisor through her own organization, Just Wealth, supporting values-aligned clients. -
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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 Robasciotti, whose San Francisco investment advisory firm uses some of the most rigorous E.S.G. criteria that I’ve ever seen. “I’m well connected now,… -
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 our approach is different from most socially responsible investments- a theme that ties in well with the three questions above. -
Ken Fisher’s remarks about women show the financial advice industry has a long way to go
“Billionaire investor Ken Fisher has made headlines for lewd comments at an investment conference” in Fall 2019, and CNBC interviewed Rachel Robasciotti about the incident. As one of the only people to break silence on the issue, Rachel spoke to the importance of calling out this kind of behavior. “Having a situation happen where you…
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