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Recent Coverage Highlights


SRI Conference and Community Offers Wealth Managers and Sustainability and Diversity Executives News Ways to Deliver Lasting Financial, Social and Environmental Returns

September 27, 2018

The SRI Conference and Community announced today it has launched a redesigned website, which is the first step among many it is taking to help those who create lasting social and environmental returns collaborate, innovate and shape the future of sustainable, impact and responsible (SRI) investing.

Editors and Reporters Have More Ways than Ever to Participate In the SRI Conference

September 26, 2018

Editors, journalists and bloggers who report on wealth management, diversity, corporate governance and sustainable, responsible and impact (SRI) investing now have more ways than ever to participate in the SRI Conference.

First Affirmative Financial Network Honored as a Best For The World Company For Creating Positive Impact for Workers, Environment and Community

July 5, 2018

First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today that B Lab has honored it as a Best For The World: Customers company. B Lab certifies B Corporations, companies that use the power of business to solve social and environmental problems

SRI Pioneer First Affirmative Financial Network Sets New Thresholds for Gun-Related Securities in Its Managed Accounts Program

June 18, 2018

First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today it has taken two significant steps intended to help dramatically reduce gun violence in the United States.

Steve Wallman, FOLIOfn, Inc. Founder and CEO, to Speak at Tiburon CEO Summit

March 28, 2018

FOLIOfn, Inc. announced today that its founder and CEO, Steve Wallman, will speak on mergers and acquisitions in the sustainable, responsible and impact (SRI) investing industry at the 2018 Tiburon CEO Summit.


A fixed-income investor's guide to impact investing

September 10, 2018

"What's happening now, at this stage of the game, is you're starting to get a more coherent definition of what a green bond is, and there are some new product offerings," said George Gay, CEO of First Affirmative Financial Network. "There are some green bond ETFs now, where there weren't any two years ago."


August 6, 2018

"Being in SRI...adds an additional filter or conversation point with the client...We encourage advisers to think about SRI as something that enhances – not separates – their expertise, value and customer relationships."

When Does One Become A Socially Responsible Investor?

August 6, 2018

"Every marketing survey shows that women and millennials want to invest with their values. We need to reach out to them and show how to make this a reality, how they can act on their values as investors. SRI is also growing because it’s extending beyond corporate behavior to include federal government public policies."

Muddy Waters

August 1, 2018

Advisors are not approaching clients about the possibilities, and investors are not acting on their stated desires, says Theresa Gusman, chief investment officer for the First Affirmative Financial Network, a Colorado Springs, Colo., firm specializing in sustainable investing...There are ways to close the gaps, Gusman says. “Transparency needs to be increased,” she says. “Investors need to know the strategy they invested in is actually having an impact or that it does not contain any fossil fuels. Also, advisors and investors need to be better educated about sustainable investing.

Swell Investing launches impact investing offering for financial advisers

June 19, 2018

Through Swell's partnership with Folio Institutional, clients of the more than 450 firms on the Folio Institutional platform now have access to Swell's thematic portfolios.

Advisors Urged to Embrace SRI Investing

May 9, 2018

Even as investor interest in sustainable, responsible, impact (SRI) investing soars, 65 percent of financial advisors still express little or no interest in the area, according to Theresa Gusman, chief investment officer for First Affirmative Financial Network, a firm based in Colorado Springs, Colo., that specializes in SRI investing.

Many investments directly support gun manufacturers and retailers — here's how to figure out whether yours do

March 27, 2018

In an age when we want more from everything — our phones, our cars, to the foods we eat, it's no surprise that investors have begun demanding more from their investments. Beyond financial return, many investors are asking how they can better align their investments with their values.

Opinion: How financial advisers can give investors a socially conscious portfolio that works

March 19, 2018

Two powerful and seemingly disparate forces are shaping wealth management today: technology and sustainable investing. The accelerated pace of technological change is both the most creative and most destructive force in financial services, leaving many advisers concerned about the future of their practices.

Digital Platforms Meet Sustainable Investing

March 9, 2018

The growth of ESG and impact investing have become sustainable in recent years through the convergence of ESG materiality-focused metrics with quantitative data analytics. Assuming this trend continues, FOLIOfn should be well positioned to help many more advisors and enterprises use digital investing technology to scale their business and meet clients’ needs.

Interview with Steven Wallman, Founder and CEO at FOLIOfn, Inc.

January 20, 2018

We have been interviewing companies from around the world to discover what challenges they are facing in their businesses. We also asked each company to share business advice they would give to a younger version of themselves.

Women Leaders In Sustainable Finance: Modeling The Future

January 2, 2018

Women leaders in sustainable finance are using their industry experience to incorporate two trends into their roles as investment professionals. One is the exponential growth in the use of non-financial data to drive investment performance and risk management. The second is educating the financial advisor community in the use of this data to create environmental, social and governance (ESG) investment impact on behalf of investors.

Middle Mensch: Meet The Man Making Impact Investing Swell

December 6, 2017

Then there are new-breed robo-advisors Wealthfront and Betterment...both introduced socially focused options of their own over the summer. Brokerage outfit FOLIOfn beefed up its impact-investing reach last year by acquiring First Affirmative Financial Network, which specializes in social outlays.

SRI Conference 2017 - Foliofn, Inc., the new Conference Producer, - with Steve Wallman, CEO

November 29, 2017

Foliofn, Inc. will be the producers of the SRI Conference going forward, and Steve discusses Foliofn, Inc.'s committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn, Inc. is a Broker Dealer and Custodian, offering expanded, deeper and more sophisticated services for investors and advisors, with a strong emphasis on customizing portfolios, including SRI investing.

Rounding out portfolios with direct-impact investments

November 10, 2017

Advisors can help clients invest in private equity and debt investments that can more directly affect communities in need and make money at the same time, said experts speaking last week at the SRI Conference in San Diego, led by First Affirmative Financial Network.

Foliofn, Inc.'s Wallman: How to make an impact with your investing

November 7, 2017

Climate change and environmental issues have increased interest in socially responsible investing. But where should you put your clients' money? Steve Wallman of Foliofn, Inc. explains where to invest to better the world.

Enhancing Your Business with SRI and Technology

August 10, 2017

Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.

Animal Welfare Emerging Issues Among Investors

February 3, 2017

If you care about how farm animals are treated, Folio has launched a new screen to help investors take animal care into consideration while building their portfolios.

Folio Expands SRI Capabilities

January 31, 2017

As part of a larger effort to expand the platform’s SRI capabilities, investors can now filter out companies with bad factory farming practices.

FOLIOfn, Inc. Partners with Humane Society of the United States, Offers Investors and RIAs New Animal-Welfare Security Filters

January 24, 2017

FOLIOfn, Inc., the parent company of Folio Investing and Folio Institutional, has teamed up with The Humane Society of the United States (HSUS) to give investors and financial advisors the ability to avoid investing in companies known for behind-the-times animal welfare policies.