What is Clean Yield Asset Management?
Clean Yield Asset Management is all about sustainable asset management that helps individuals and families meet their long-term financial goals while making a positive impact on the world. With over 40 years of experience, this firm blends financial expertise with a deep commitment to social and environmental responsibility. Their approach? Crafting portfolios that reflect clients’ values without compromising on rigorous investment discipline. It’s investing with a conscience, designed to move society toward a more just and sustainable future.
Main Benefits of Clean Yield’s Approach
Here’s what makes Clean Yield stand out:
- 40+ years of experience in sustainable investing
- Personalized, collaborative client relationships
- Integration of Socially Responsible Investing (SRI) and impact investing
- Active proxy voting and shareholder advocacy to influence corporate behavior
- Quarterly detailed portfolio reports with market insights and performance updates
- Focus on aligning investments with clients’ values and priorities
- Commitment to transparency, accountability, and community impact
Sustainable Investing at the Core
At the heart of Clean Yield’s mission is sustainable investing. This isn’t just about financial returns — it’s about creating the world we all want to see. Their strategy weaves together socially responsible investing (SRI), impact investing, proxy voting, and shareholder advocacy. The goal? To ensure every portfolio not only grows wealth but also drives meaningful social and environmental change. It’s a holistic approach that activates investments as a force for good.
Socially Responsible Investing (SRI) Explained
SRI forms the foundation of Clean Yield’s investment philosophy. By carefully integrating environmental and social factors, they identify companies that meet high ethical standards. This involves both negative screening — avoiding industries or companies that clash with clients’ values — and positive screening, which actively seeks out businesses making a positive impact. It’s about investing in companies that stand for something beyond profits.
Impact Investing and Shareholder Engagement
Impact investing takes things a step further by focusing on catalytic investments that generate significant social and environmental benefits. Clean Yield offers opportunities in areas like renewable energy, affordable housing, and community development — investments that deliver financial returns and tangible positive outcomes. Plus, through proxy voting and shareholder advocacy, they actively engage with companies to promote better environmental, social, and governance (ESG) practices. This means voting on shareholder resolutions, initiating dialogues with management, and participating in coalitions focused on sustainability.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 7: Affordable and Clean Energy
- SDG 11: Sustainable Cities and Communities
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 15: Life on Land
- SDG 17: Partnerships for the Goals
How Clean Yield Manages Your Portfolio
Every portfolio is tailored to fit the client’s unique financial objectives and risk tolerance. Factors like tax situation, income needs, liquidity, current holdings, and retirement or estate plans are all taken into account. Clients work closely with a dedicated Clean Yield advisor who really gets their goals and values. Progress? It’s reported quarterly with detailed updates — including market outlooks, portfolio performance, sector allocations, and transaction summaries. It’s a transparent, ongoing conversation designed to keep investors informed and confident.
