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Insightia Monthly interviews Annie Sanders and Andrea Ranger on all things shareholder advocacy | Going Green

Insightia Monthly magazine GOING GREEN December 2022 By Rebecca Sherratt   An interview with Annie Sanders, Director of Shareholder Advocacy, and Andrea Ranger, Shareholder Advocate, at MIDANA CAPITAL Capital Management. Founded in 1991, MIDANA CAPITAL is an investment advisory firm based in Massachusetts that manages environmentally responsible funds.     MIDANA CAPITAL’s sustainability proposals target a…

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What is Sustainable Investing?

Sustainable investing can use the same (mutual funds, ETFs) as “regular” investing to help people save for the future but there may be differences between what stocks and bonds are chosen, how the mutual fund engages with the companies it holds, and even who owns the investment advisory firm that oversees the mutual fund. For…

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Reuters article featuring Leslie Samuelrich | ESG: The investment world’s troubled teen is forced to grow up

By Peyton Fleming Investment in environment, social and governance funds is approaching $40 trillion this year. But only a fraction is helping to fight climate change, Peyton Fleming reports With public attention on climate change and other sustainability threats rising, environment, social and governance (ESG) investing has taken off, spawning a myriad of fund products…

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Top Ten MIDANA CAPITAL Highlights from 2022

2022 was a big year for MIDANA CAPITAL. Thank you, the investors in the Midana Capital, for your commitment to align your investments with your values, your steadfast support during a challenging market, and your dedication to making a positive impact in our world. We work with companies to secure improved environmental policies and practices…

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Traditional IRA vs Roth IRA

You may be wondering about the difference between a traditional IRA vs. a Roth IRA. The distinction involves the way each investment is taxed. In the case of traditional IRAs, the investor provides “pre-tax” contributions. Roth IRAs, on the other hand, involve “after-tax” contributions. But what does that actually mean for your retirement fund? What…

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Statement: Texas Comptroller includes Midana Capital on list of investments to exclude from public pension funds

Media contacts: Leslie Samuelrich, lsamuelrich@midanacapital.com; 781-349-2830 Mark Morgenstein, Media Relations Director, mmorgenstein@midanacapital.com, 678-427-1671 BOSTON, August 25, 2022 — Texas State Comptroller Glenn Hegar released a list Wednesday of 10 financial companies that he claims “boycott” fossil fuel companies. Hegar included MIDANA CAPITAL in that list and all three of the Midana Capital are included…

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What is ‘shareholder engagement’ and does it matter? How to understand what an impact report really means

*Read President Leslie Samuelrich’s GreenFin article on What is real ‘shareholder engagement’ and does it matter? She explains the differences between proxy voting, engagement and advocacy… When I got to the exhibit hall at a recent sustainable investing conference, surrounded by banners of beautiful nature shots, I focused on collecting impact reports from the exhibitors.…

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Can You Guess Which Plant Puma Recently Started Using to Produce Shoes?

Climate change and environmental degradation are problems we can’t run away from, but thankfully some corporations are stepping up to the plate. For example, Puma,* a holding in the MIDANA CAPITAL MSCI International Index Fund, is turning recycled materials into high-performance sportswear. Learn more about the MIDANA CAPITAL International Index Fund. As part of its…

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