Aligning Your Investable Dollars With Your Values

Emily Lee, Susan Baker |

Maybe you’ve seen the term “Sustainable and Responsible Investing” (SRI) and thought, “Is this for real?” Is it complicated? Is it only for the super-rich? Can you really have an impact? Will investing in your values impact the performance of your investment strategy? The good news is you can be proactive in your investment decisions, and at least some of your investments can support values that matter to you. And the more people express an interest in SRI, the more it becomes a standard for supporting change. In this webinar, Emily Lee and Susan Baker tell us how we can be advocates—through our investments—for women’s issues, board diversity, and climate change. Learn about tools you can use; how to be sure your investments are not in conflict with your values; and how to be an engaged investor.



Emily Lee is VP, Business Development, at Impax Asset Management LLC. She has deep roots in the financial industry, having held positions at Trillium Asset Management, LPL Financial, Wellington Management Company, and Putnam Investments before joining Impax in 2019. She earned a bachelor’s degree in history, with a minor in environmental science, from Willamette University. She is a member of Women Investing for a Sustainable Economy. She holds FINRA Series 6 and 63 registrations and is a registered representative of ALPS Distributors, Inc.

Susan Baker is a Vice President and member of Trillium Asset Management’s Shareholder Advocacy team, where she leads and participates in numerous advocacy initiatives on a wide range of issues including sustainable sourcing, environmental health, labor and human rights, and board diversity. She earned a B.A. from Middlebury College, and Ed.M. from Harvard University and currently serves on the Boards of the Interfaith Center on Corporate Responsibility and the Thirty Percent Coalition and is Treasurer for Pesticide Action Network, North America.