Financial Advisors

Peer insights and resources for financial advisors and asset managers supporting social justice investing

Shareholder Activism as a Strategy to Advance Racial Equity

In Forbes, Rachel Robasciotti shared about our Social Justice Investing strategy, and how investors can use “Shareholder Activism As A Strategy To Advance Racial Equity.”   Please note that our social justice…

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How To ‘De-carcerate’ A Portfolio

ETF.com interviewed Rachel Robasciotti about how investors can commit to racial justice beyond divesting from the biggest owners of private prisons.

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Employers face reckoning from the George Floyd protests—pressure to close the racial wage gap

CNBC covered how Black Lives Matter protests increase pressure to close the racial wage gap. Rachel Robasciotti spoke to CNBC about the importance of doing racial justice work deeply within an organization…

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Using the Tools of Climate Investing to Battle Injustice

Rachel Robasciotti spoke to Bloomberg Green about  “Using the Tools of Climate Investing to Battle Injustice,” to highlight the importance of solidarity within financial services and how Adasina uses divestment as a…

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Stop Funding Systemic Racism. This List Can Help.

Want to work for racial justice? Organize, protest, vote, and spend with intention. And stop giving your investment dollars to companies that exacerbate racial inequities. When publicly traded companies employ these practices,…

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How To Support Impacted Communities During COVID-19

In this heartbreaking moment, we are seeing the COVID-19 crisis amplifying many of the wealth and health disparities that we know exist within our communities. Across the country, Black, Indigenous and Latino…

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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…

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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…

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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…

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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…

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