CarbonCollective

“Publicly listed green bonds have specific sustainability goals and have
measurable carbon impact. But there was no vehicle that if you wanted to park
cash would not be taking a lot of duration risk,” Zach Stein. Read more in ImpactAlpha:

Impact products aim to shift portfolio allocations in bonds, private credit and cash Financial service providers are rolling out impact investment products in asset classes far afield from VC and private equity

Big Carbon Collective Investing announcement!

We publicly launched our second ETF with Artesian, a short duration green bond fund with the ticker CCSB.

For more information, check out our press release: https://hubs.li/Q02x6PMX0

And to see an impact dashboard on holdings, visit: https://hubs.li/Q02x71340

A successful company retirement plan isn’t just about checking the box.

It’s also about making sure your plan aligns with your organization’s goals and values.

And not to mention staying ahead of legal compliance requirements, and optimizing for cost-effectiveness.

President of Carbon Collective, Breene Murphy, is offering free Plan Health Check-Ups. Schedule yours here: https://hubs.li/Q02sWklg0

Money is one of life's biggest stressors.

And yet, as HR professionals, leaders, and founders, you’re responsible for employees’ key to financial success—the company 401(k) or 403(b) plan.

In addition to empowering employees towards a financially secure retirement, you also have the opportunity to improve employees’ health and happiness.

Join us this Wednesday for the live webinar: HR's Hidden Lever: Employee Health and Wealth in Performance Cultures

📆 When: Wednesday, March 27 at 10am PST / 1pm EST
📌 Location: Live, virtual via Google Meet
👉 Sign up now: https://hubs.li/Q02qCX8r0

Here's what you can expect to learn:
🔹Where HR leaders/executives can drive impact based on macro trends
🔹How to help employees succeed financially without added time/cost
🔹Steps to evaluate your own systems like a true fiduciary and own company culture

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It takes a strategic team to run a truly great 401(k) program. Excited to share this case study about our partnership with Vestwell: https://hubs.li/Q02nf0Jd0

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With World Leaders finishing out COP28, Marilyn Waite and the Climate Finance Fund wanted to highlight the publicly traded climate solution companies globally.

We need more capital allocated in the global south.

And Marilyn describes this in detail in her GreenBiz Group op-ed: https://hubs.li/Q02cJDxQ0

We are so honored to bring the Carbon Collective methodology to the international public market with Co Founders James Regulinski and Zach Stein poring through the data to help this information come to light!

Zach is quoted in the op-ed:

"Many of the economies in the Global Majority are rapidly expanding. That’s a good thing. But these economies need to grow on clean rather than fossil fuel energy. This research underscores the amount of work yet to be done to bridge the gap between the current map of climate solutions. We believe that supporting capital formation and the resulting profits remaining in-country will help accelerate climate solutions to meet the scale of the moment, while improving the dynamism of the global economy."

Let's do this!

Investors should look to the Global South to scale climate solutions | GreenBiz The stock market is not a neutral bystander in the climate crisis. Investors and lenders must take action by backing climate solutions companies globally — notably in the Global South.

Did you miss last week’s event on how to make your company’s 401(k) plan matter in 2024?

No problem, you can catch the recording and 10-point checklist here: https://hubs.li/Q02cJ1hb0

We went deep on:
🔸 how to evaluate an existing 401(k)/403(b) plan,
🔸 navigating potential compliance issues and plan fees,
🔸 strategies for getting employees the financial education they need,
🔸 creating an investment fund list,
🔸 and much more.

Next Steps: We're here to help you take action on what you learn.
👉 Schedule a free 401(k) Strategy Session: https://hubs.li/Q02cJb8l0

Make Your Company's 401(k) Plan Matter Don't let the complexities of 401(k) planning overwhelm you. Follow this 10-point HR checklist for making your company's 401(k) your top employee benefit.

Carbon Collective is hosting Make Your Company’s 401(k) Matter: Checklist for HR Leaders this Wednesday. Join us for the free, virtual webinar and bring all your employer 401(k)/403(b) questions! Sign up here: https://hubs.li/Q02bPYwj0

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As the year draws to a close, it's prime time for a comprehensive evaluation of your company's retirement plan. Join Carbon Collective's 401(k) team for a breakdown of how to make your 401(k) benefit shine in 2024: https://hubs.li/Q02bqGGr0

Is your company's 401(k) or 403(b) plan best serving your employees? Are your fees too high? Is your HR team getting the support they need to help employees maximize their retirement plan?

All questions that we'd love to help you answer. Two key resources to help you plan your next steps:

1️⃣ Download your copy of the 401k Plan Comparison Tool: https://hubs.li/Q028fXT70

2️⃣ Schedule a 401(k) Strategy Session to help you make an informed decision: https://hubs.li/Q028fQwR0

Next week's event on November 15th is called Make Your Money Do More, and is a collaborative initiative bringing together leaders in the renewable energy sector, including:
🌎 Breene Murphy, President here at Carbon Collective
🌎 Ravi Mikkelsen, CEO of Atmos
🌎 Mike Silvestrini, Managing Partner at Energea

If you've ever wondered how to bank in a climate-friendly way, how private investing works, or strategies for sustainable investing, these are your experts!

You will also learn how working with Atmos, Carbon Collective, and Energea may help improve your overall financial well-being and our planet.

Register here to secure your spot: https://hubs.li/Q028fJq80

Whether you're looking for a that aligns with your company's mission, or you're comparing plans to see how much you can save by switching providers, we've already done the homework! https://hubs.li/Q022KtY70

The Plan Comparison Tool can streamline your research and save you hours.

Not big on spreadsheets? Skip the tool and book a short strategy session with Chief Investment Officer, Zach Stein, and take the guesswork out of selecting the best-fit 401(k) plan for your company.
👉https://hubs.li/Q022Kqcm0

401k Plan Comparison Tool In the middle of comparing 401(k) providers and plans? We did the work for you. Download the free 401(k) plan comparison tool and get a free plan audit.

What is the best 401(k) plan for a small business with less than 10 employees? Here are the top factors to consider: https://hubs.li/Q021k7S30

Best 401(k) For a Small Business With Less Than 10 Employees Learn about the best 401(k) plans for small businesses with fewer than 10 employees, including top providers, plan features, and how to set it up.

Founder and CEO of Mast Reforestation, Grant Canary, wanted to offer a 401(k) benefit to his employees that doubled down on Mast Reforestation’s mission on climate. As Grant explains, “It made no sense to work all day on a mission to mitigate the worst effects of climate change, then offer a 401(k) to employees where a significant portion is put into fossil fuel companies. I especially wanted something better to highlight in the recruiting process.”

Learn how Mast Reforestation worked with Carbon Collective to set up a 401(k) plan worthy of their mission: https://hubs.li/Q021kTh50

Setting Up a 401(k) Plan Worthy of Mast Reforestation’s Mission Learn how Mast Reforestation discovered how to add mission-aligned 401(k) portfolios to its employer sponsored retirement plan.

Download the 401(k) Plan Comparison Tool to find the best-fit options for your company: https://www.carboncollective.co/401k/plan-comparison-tool

Whether you're looking for a 401(k) that aligns with your company's mission, or you're comparing plans to see how much you can save by switching providers, we've already done the homework!

401k Plan Comparison Tool In the middle of comparing 401(k) providers and plans? We did the work for you. Download the free 401(k) plan comparison tool and get a free plan audit.

Save Hours of Research and Gain Expert Insights with a Free 401(k) Strategy Session: https://www.carboncollective.co/401k-strategy-call

During the session, Chief Investment Officer Zach Stein will leverage his extensive experience and knowledge to help you navigate the complex landscape of 401(k) options.

Whether you're just starting to explore plans or looking to optimize your company's existing 401(k), this personalized session will empower you with valuable insights and actionable recommendations.

Strategy Call with Zach Stein | Carbon Collective Don't let the complexities of 401(k) planning overwhelm you. Book your strategy session now and learn how to choose the right 401(k) plan.

Climate-Conscious Investing: Zach Stein on Carbon Collective’s Mission to Align Capitalism and Sustainability https://hubs.li/Q01ZwgMC0. Check out Episode 106 on the Climate Mayhem podcast.

Passive investing may be a snake starting to eat its own tail as passive investing is fundamentally just that, passive. It’s an act of following. Not leading. At some point, when enough people say, “I’ll just follow,” it begs the question, “Well, who’s leading?”

Read Carbon Collective Co-Founder Zach Stein's latest in ImpactAlpha: https://hubs.li/Q01X8ZHs0.

Passive investing is making it harder to accurately price climate risk - ImpactAlpha The single most important question in investing is: “When?” When do you expect you will need this money? In a year? In 30 years? ...