Responsible Finance Series: Event 3 of 4 | Recording of the one-hour webinar with Timothy Yee, Green Retirement; Andrew Behar, As You Sow; Rachel Robasciotti, Adasina Social Capital; and Kristin Hull, Nia Impact Capital. Nov 16, 2022, 4-5 pm PT/7-8 pm ET.

Watch the recording of Responsible Finance Webinar: Sustainable & Impact Investing, Part 3 of Third Act’s 4-part series on Responsible Finance designed in collaboration with Timothy Yee and Rose Penelope Yee of Green Retirement, Inc. to answer your questions. In this series, you will hear from certified financial advisors, bank and personal finance experts, experts on investment and retirement, and nonprofits leading campaigns to reform the financial system. You’ll learn big-picture strategies and approaches as well as practical steps to help you design your personal Responsible Financial Plan and to make choices that are good for you and good for the planet.

This third one-hour webinar provides practical tools and steps to help you evaluate and rate what companies your mutual funds and exchange-traded funds are invested in across a variety of criteria and to help you understand the different investment philosophies and approaches of  a few values-aligned investment firms. 

Speakers include: Panel members will speak to questions Third Act has received about how to find investments that don’t fund fossil fuels and that invest positively in clean energy, sustainable economic development, and healthy communities. 

Speakers include:

  • Timothy Yee, Chief Retirement Special/Co-Founder, Green Retirement, Inc.
  • Andrew Behar, CEO, As You Sow
  • Rachel Robasciotti, CEO/Founder, Adasina Social Capital
  • Kristin Hull, CEO/Founder, Nia Impact Capital

In this webinar you will learn about:

  • different investment philosophies, definition of ESG and impact investing, and different types of investments (mutual funds, ETFs)
  • specific tools to evaluate and score investments in terms of social and environmental criteria: fossil fuel holdings, gender equity, other criteria;
  • considerations for choosing investments – active/passive; impact of investment fees; diversification, risk tolerance; and
  • shareholder advocacy opportunities.

One of Third Act’s central goals is to halt the flow of money financing the climate crisis. We don’t want our money to be invested in an unlivable world. When we launched the Banking on our Future campaign to move our money and credit cards away from these dirty banks, we heard your questions about banks, credit cards, investments, retirement funds, and more. This webinar series is designed to help answer your questions. 

Find more information from all the webinars and resources shared in the “Responsible Finance Resources Collection” (on the Resources page, look for Collection Topic: Responsible Finance).


Please note: Third Act is a non-profit educational, organizing, and advocacy organization. We are not investment advisors and are legally prohibited from providing investment or financial advice. The information provided on this page, our website, in the webinar, and in emails is for educational purposes only. Third Act does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.