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Donna Morton, Co-founder/CEO - newhope.com
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Donna Morton, Co-founder/CEO
Transcript of Donna Morton, Co-founder/CEO - newhope.com
Donna Morton, Co-founder/CEO
Recognizing Indigenous Territories: Gabrielino/Tongva
30 Years of Climate Justice Activism… Big Lessons
Indigenize the modern economy: cultures with 10,000 years of competency have things
to teach
Love and Finance: “Anything We Love Can Be Saved.” – Alice Walker
We live in a “Zombie Economy” – serving death and destruction
Divest risk and harm, invest in healing: make the best of the not bad better…
WOMEN and diversity are essential!
Local investing and “Slow Money”
Tony Seba “Disrupt or be disrupted”
Joel Solomon: Clean Money
Our Impact Philosophy
Status Quo: https://www.weforum.org/agenda/2017/04/the-new-economic-model-that-could-end-inequality-doughnut/
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Finance as usual has led to the pushing of planetary boundaries, like biodiversity loss and climate change,
while also failing to adequately address the social foundation needed to build a prosperous, clean future.
Environmental, Social, and Governance (ESG) screening doesn’t go far enough to address these
harms, and shareholder advocacy has proved insufficient when engaging companies committed to
harmful business models. If finance is to be a part of the solution, we need to go beyond ESG and shareholder
advocacy to make real change.
Our Impact Philosophy
Donut Economics: ttps://www.kateraworth.com/doughnut/
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Leading scientists and economists believe a prosperous, clean future is possibly by balancing the
needs of our planet and the social foundation that allows humans to think beyond themselves.
Seeking to accomplish this, we go beyond ESG and shareholder advocacy by building screens to identify
companies who engage in the most harmful practices to people and planet. At the same time, we look to identify
companies building the foundation to thrive in the coming, clean economy.
This is the moral thing to do, and we believe it is also good investing. Companies planning for a clean future
stand to succeed if it comes to pass. And simultaneously, the risks of harming share price through
bad behavior is proving a serious concern.
Our Proprietary Impact Methodology
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Land Air WaterOverall Environmental Performance
Environmental Impacts of Products and ServicesLand Use & Biodiversity Impacts
Hazardous Substances in ProductsControversial Substances in Products
Soil and Biodiversity in AgricultureRaw Materials from Organic Farming
Palm Oil In ProductsEnvironmental Concerns in LendingSustainable Chemicals Management
Livestock, Farming, and FisheriesControversial Environmental PracticesCustomer and Product Responsibility
No NuclearNo GMO Production
No Pesticides
Overall Environmental PerformanceNo Energy Companies, Processors, or ServicersEnvironmental Impacts of Products and Services
Palm Oil In ProductsHazardous Substances in Products
Controversial Substances in ProductsEnvironmental Concerns in LendingSustainable Chemicals Management
Renewable Fuels ProgramsVOC EmissionsNOX EmissionsSOX Emissions
Particulate EmissionsControversial Environmental PracticesCustomer and Product Responsibility
No NuclearNo Pesticides
Overall Environmental PerformanceEnvironmental Impacts of Products and Services
Hazardous Substances in ProductsControversial Substances in ProductsRaw Materials from Organic FarmingEnvironmental Concerns in LendingSustainable Chemicals Management
Livestock, Farming, and FisheriesVOC EmissionsNox EmissionsSox Emissions
Controversial Environmental PracticesCustomer and Product Responsibility
No NuclearNo GMO Production
No Pesticides
Biodiversity People Governance
Environmental Impacts of Products and ServicesLand Use & Biodiversity Impacts
Hazardous Substances in ProductsControversial Substances in Products
Soil and Biodiversity in AgricultureRaw Materials from Organic Farming
Palm Oil In ProductsEnvironmental Concerns in LendingSustainable Chemicals Management
Livestock, Farming, and FisheriesControversial Environmental PracticesCustomer and Product Responsibility
No NuclearNo GMO Production
No Pesticides
Overall Social PerformanceNo Tobacco
Social Impacts of Products and ServicesRisk Exposure of Nutrition Related Products
Sales from Food Products with AdditivesChild Sex Tourism
Customer and Product ResponsibilityHazardous Substances in Products
Raw Materials from Organic FarmingSocial Concerns in Lending
Sustainable Chemicals ManagementControversial Substances in Products
Livestock, Farming, and FisheriesVOC EmissionsNOX EmissionsSOX Emissions
Particulate EmissionsHuman Rights ControversiesLabor Rights Controversies
No NuclearNo WeaponsNo Pesticides
No GMO Production
Overall Governance PerformanceBusiness Ethics
Business MalpracticeBusiness Controversies
Human Rights ControversiesLabor Rights Controversies
Controversial Environmental Practices
In order to better address our impact philosophy, we created a proprietary impact methodology.
Where most investment firms wrap up their impact efforts with an ESG score, that is where our methodology begins.
From there, we add more than 50 additional hurdles addressing some of the biggest harms corporations can have on people and planet. Companies must meet every
criteria to be included.
The list to the right gives a sense of the scope of our methodology. It is not comprehensive. We ask that
this not be shared without the expressed permission of Change Finance.
Founding Team
Donna MortonCEO
Ashoka, Ogunte, & Unreasonable FellowClean Energy Entrepreneur
Values Based Wealth Management
Dorrit LowsenCOO
Fortune 500 LeadershipOperations and Strategy
Energy and Environmental Policy
Andrew RodriguezPresident & Chief Investment Officer
Portfolio ManagementFinancial Product Development
Wealth Management
Hunter LovinsChief of Impact
Co-author of Natural CapitalismTIME Magazine “Hero of the Planet”
Professor @ Sustainable MBA Programs
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Introducing CHGX: “Actually Fossil Free” high ESG ETF; net positive to people and planet.
Disclosures: The Slide my lawyers make me show you
The fund’s investment objectives, risks, charges and expenses must be carefully before investing. The prospectus and summary
prospectus contain this and other important information about the investment company. It may obtained by calling 1-303-339-0524 or
emailing [email protected]. Read it carefully before investing.
Investing involves risk. Principal loss is possible. Investments in Real Estate Investment Trusts (REITs) involve additional risks such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. The social, governance, and/or environmental policy of the Fund could cause it to make or avoid investment that could result in the portfolio underperforming similar funds that do not have such
policies. The Fund is a recently organized, diversified management investment company with no operating history. As a result, prospective investors have no track record on which to base their investment decisions.
The performance of the Fund may diverge from that of the index. Because the fund may employ a representative sampling strategy and may also invest in securities that are not included in the index, the fund may experience tracking error to a greater extent than funds that seek to replicate an index. The funds are not actively managed and may be affected by a general decline in market segments related to the index.
Alpha gauges the return of a fund against a benchmark market index and is defined as the difference between the fund’s return and that of the benchmark.
Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF is distributed by Quasar Distributors, LLC. The fund’s investment advisor and owner of the underlying index is Change Finance, PBC. Quasar is not affiliated with Change Finance. Quasar is the distributor for Trillium Mutual Funds. Neither Quasar nor Change Finance are affiliated with First Affirmative Network or Veris.
Thank You
Purpose Profit
PeoplePlanet
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Contact Information
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Andrew RodriguezPresident & Chief Investment Officer
Donna MortonCEO
We believe doing good can profit people, planet, and investors. Won’t you join us?
Disclosures: More From Lawyers
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Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Change Finance, including our investment strategies, fees and objectives, is available upon request.
The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Change Finance reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
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