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Your Money Purpose

Your Money Purpose

By Jan Schalkwijk

Jan Schalkwijk, CFA is the founder and lead portfolio manager of JPS Global Investments. Helping clients achieve the financial goals that underwrite their life goals is his life’s work. Meet our team at JPS.

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Retiring Abroad and Early

Your Money PurposeJul 28, 2021

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14:01
Shareholder Activism - How to Vote your Shares and Impact the Companies you Own

Shareholder Activism - How to Vote your Shares and Impact the Companies you Own

We have a special guest on today's podcast! Leslie Samuelrich, President of Green Century Funds https://www.greencentury.com/, one of the first US mutual fund companies to offer fossil fuel free investing and a leader in shareholder activism. Today we will learn about some of the impacts that Green Century has had on corporate behavior of the companies it owns in its funds. Leslie will also discuss the nuts and bolts of filing resolutions, voting your shares, and what you can do as an individual investor to seek the change you wish to see in the world. A common myth of shareholder activism is that it is adversarial and contrary to the financial interests of the shareholder. This is far from the truth and in fact most interactions with management of the underlying companies are collaborative and mutually beneficial, achieving results without ever filing resolutions or seeking the compete for board seats. Learn of some real life stories and be inspired to vote your shares; its easier than you think!

Listen to our other podcasts: https://jpsglobalinvest.com/


Nov 10, 202240:11
Common Myths of Green Investing

Common Myths of Green Investing

We have a special guest on today's podcast! Tom Konrad, CFA is the editor of www.altenergystocks.com, independent research analyst to JPS Global Investments, and a long-time colleague in the green investing world. Today, we try to debunk some of the myths that cloud the green stock space, obstructing from investors' view the full scope of opportunities available.

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Retiring Abroad and Early
Jul 28, 202114:01