Welcome to the second issue in our series on “Millennials and Investing.” You can still access the outstanding articles from the first issue in the series published in July 2014.


A Generation Forging a New Economic Path
By Guest Editor Patrick Davis, Community Reinvestment Fund and formerly with Calvert Foundation


The Millennial Generation has been a source of much debate in recent years. Commentators seem to disagree passionately about what the ultimate legacy of this generational cohort will be. Will Millennials answer the call and step up to solve some the pressing environmental and social challenges of our time? Or will they confirm the beliefs of skeptics who have labeled them apathetic, entitled, and generally oblivious to the larger context in which they are living? To be certain, every generation is much more complex than the labels that it earns. The difference in this case is the high stakes of the time in which we are living. The collective choices of this generation may very well dictate the viability of life as we know it for all future generations. At the same time, vast improvements and efficiency gains resulting from new technologies are creating potential solutions to the biggest challenges we face. In addition to new technologies, new ideas and values that prioritize collective benefits are emerging. In this series of articles, we’ll take a look at the convergence of these dynamics through the lens of the economy, money, and meaning.


Our guest authors are each Millennials themselves. They represent different experiences, but they share a common desire to contribute to a reimagined economic paradigm that puts people and planet before a relentless pursuit of profit. Their approaches are at once idealistic and realistic. They recognize the imperative of change — that today’s systems are not suited to the reality of the challenges we face. We’ll hear from Katie Hoffman, principal of the Resilience Collaborative about the power of movements and organizing to shift institutions towards a more sustainable investment model; Chris Lindstrom, co-founder of Catalyst Bioenergy Group and the great-great grandson of John D. Rockefeller, talks about the “Regenerative Economy” and market opportunities to not only improve, but restore the environment; and Rianka Dorsainvil, the founder and president of Your Greatest Contribution, a financial planning firm primarily serving Millennials, discusses trends affecting younger investors and how they think about money. I’m honored to have had the opportunity to work with each of the writers. I hope you enjoy their articles, find inspiration in their pursuits, and join all of us in forging a path to building a more inclusive, sustainable, and equitable economy for future generations.

Article by Patrick Davis, the newly appointed Vice President of Program Strategy and Development at the Community Reinvestment Fund (CRF), a CDFI and small business lender that invests in job creating businesses in low-income communities. Through January 2016, Mr. Davis worked at Calvert Foundation, a nonprofit financial services firm, where he worked with investors, financial advisors, asset managers, and philanthropic institutions to incorporate social and environmental impact into investment portfolios. He was responsible for the creative direction, development and implementation of Calvert Foundation’s strategy to engage new, diverse and younger investor audiences through combined online/offline campaign tactics. In his role on the Investor Relations Team, he provided strategic, operational and communications support for the launch and ongoing cultivation of new impact investing initiatives across different themes including women’s empowerment, place-based community revitalization and international development.


featured articles

Impacting the Next Generation
By Rianka R. Dorsainvil, CFP®, Founder and President of Your Greatest Contribution, a virtual fee-only comprehensive financial planning firm

The Regenerative Generation
By Christopher Lindstrom, Co-founder of Catalyst Bioenergy Group and the great great grandson of John D. Rockefeller

Markets and the Making of Climate Resilience
By Katie Hoffman, principal of the Resilience Collaborative, LLC, a firm working with investors and innovators to shift capital toward equitable and scalable climate solutions across sectors


Additional Content

Top Five ESG Trends to Watch in 2016
By Linda-Eling Lee, Global Head of ESG Research, MSCI

The Big Short Meets The Big Bang: Can Wall Street Win in Sustainable Investments?

By Elsie Maio, Founder of Humanity, Inc and SoulBranding Institute

IE Expo 2016: China’s Solid Waste Industry Holds Huge Market Potential

Whole Foods Market’s 10 Food Trends to Watch in 2016

KKR Re-launches Flagship Environmental Program to Focus on Eco-Efficiency, Eco-Innovation and Eco-Solutions

GreenMoney’s “Most Viewed” Article in 2015 – GreenMoney Interview Series: The Apple Interview
Jacky Haynes, Senior Director of Supplier Responsibility at Apple is interviewed by Bennett Freeman, former Senior VP for Sustainability Research and Policy at Calvert Investments

SRI Mutual Fund Performance Chart
(SocialFunds – Updated Monthly)

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