Financial Advisors

  • DEI & ESG Investing Outlook: Rachel J. Robasctiotti Interviewed on Wall Street Journal

    Adasina’s Founder & Co-CEO Rachel J Robasciotti was recently interviewed by Miriam Gottfried of The Wall Street Journal about the current state of DEI, ESG, and impact investing. Her key takeaway? Despite the political rhetoric, DEI and ESG remain good business. Smart investors and corporations understand this – even if many are quiet about it…
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  • Redefining Investor Responsibility In An Age Of Systemic Risk

    In a recent feature in Forbes, our Co-CEO Julianne Zimmerman elaborates on Adasina’s approach to social justice investing. She also asserts that ignoring the material impacts of racial, gender, economic, and climate injustice poses real (and escalating) costs. Learn more and take action with us: Redefining Investor Responsibility In An Age Of Systemic Risk.
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  • A New Hope:
    High-Conviction Portfolios with Large-Scale Impact

    Article by Julianne Zimmerman This article is the first in our three-part series, So You Say You Want Impact  — next up: Choose Aligned Returns. For decades, investment advisors have told impact-seeking clients that values-aligned investing just isn’t practical as a core strategy. They have advised, “You won’t love what’s in your public markets portfolio…
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  • Investors Take Warning: Guardrails Down

    From the Dobbs decision in 2022 to more recent political rulings, the current Supreme Court majority has been increasingly brazen in taking apart the framework of our democracy. As citizens and investors, we survey the big picture, notice the patterns, and take action. Disclaimer: Adasina’s team includes experts in capital markets who are also social…
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  • Maya Philipson named to InvestmentNews’ 2021 40 Under 40 List

    InvestmentNews has named Adasina Co-Founder and COO, Maya Philipson, to its 2021 class of 40 Under 40, an elite group of young professionals who represent the industry’s future based on their accomplishments, leadership and contributions. Find the full list of honorees here.
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  • How to Apply a Racial Equity Lens to Your Investments

    Morningstar highlighted JSTC as a racial equity focused ETF in a recent article on “How to Apply a Racial Equity Lens to Your Investments.” Read the full article here. For more information about the Adasina ETF, visit adasinaetf.com
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  • Can You Hold My Attention feat. Rachel Robasciotti

    Rachel Robasciotti talked with Derek Bruton on an episode of “Can You Hold My Attention” about Adasina’s public equities strategy and why we partner with “ organizations that are by and for the communities we intend to impact.” Listen to the full episode here. For more information about our ETF strategy, visit adasinaetf.com.
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  • To Advance Equity, Impact Investors Must Examine Power, Not Just Provide Capital

    The Stanford Social Innovation Review included Adasina as an example of an investment strategy that builds shared investor power. Read the full article here.  For more information about the Adasina ETF, visit adasinaetf.com
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  • How Financial Advisors Can Help Diversify Asset Management

    WeathManagement.com highlighted JSTC as a racial equity focused ETF in a recent article on “How Financial Advisors Can Help Diversify Asset Management.” Read the full article here. For more information about the Adasina ETF, visit adasinaetf.com
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  • How Investors Can End Forced Arbitration for Sexual Harassment (Event Recording from 3/25)

    In March 2021 we announced that Force The Issue’s database had expanded to include data for over 3,500 companies, indicating the status of their practice of forced arbitration for sexual harassment. To collaborate with our network, Force The Issue held an investor community event to discuss the new data. Learn more about this coalition at…
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