Carbon Collective

America's Top Financial Advisory Firms for 2025 by Newsweek now includes... Carbon Collective Investing! Honestly, didn't even know this was coming, so I am so excited to see it. (my past employer EP Wealth Advisors made it too!) If you feel like nerding out on the methodology or just seeing us on the list, here's the link: https://lnkd.in/gjNmyUv9

Carbon Collective wouldn't exist without the fund analysis tools from As You Sow. So imagine how jazzed we were to bring them on as 401k clients?! ?? If you are a foundation funder out there, THIS is the power of what can happen when you make powerful free resources. People use them. They build things that don't exist yet. And they advance an industry forward in ways that you couldn't really have predicted. This is why our business exists. Why our theory of change exists. It's because of the hard work that groups like As You Sow and Project Drawdown have put in to make robust, easy to use, understandable ways to get a grasp on really hard problems. If you have been wondering about what kinds of activities you're exposed to in your retirement savings, google "Invest Your Values." Look at your tickers. See what grades they get. It's this type of free transparency that builds trust in a space that has experienced so much greenwashing. Climate change, finance, and especially climate finance are all gray areas with many nuances. So instead of keeping your model hidden, your intellectual property secured, open it up, and change the world. We hope that in working together we can give back some of the impact you've given us. Thank you and keep up the good work As You Sow

No matter who wins in the election, there's so much fun to be had solving climate change. Stuff you can do. And since action is the antidote to anxiety, I'll give you a list of things that might be good for you. 1) Keep organizing. But focus on other areas of our government that can be changed, like Public Utility Commissions, so more individuals can get cheap, renewable energy. You can ask the Rewiring America folks or Vote Solar: https://votesolar.org/ 2) Make your job (even more of) a climate job. Whether you're already at climate job or you want to switch to a climate job, there's plenty to learn. Project Drawdown has a ton of lists for Job Function Action Guides that can be helpful, whether you're in: Asset Management: https://lnkd.in/gms25EZe Engineering: https://lnkd.in/g537Vtzr Finance: https://lnkd.in/gk4wPTSb Government Relations / Public Policy: https://lnkd.in/gsfmUDJv (great orgs here, like Clean Energy Business Network (CEBN), Rewiring America's CEOs for Electrification or Mayor's For Electrification, Evergreen Action Grantmaking: https://lnkd.in/gnTDXaG5 (great orgs Climate Finance Solutions) HR: https://lnkd.in/g_DTVQru (And we can help you at Carbon Collective on the climate aligned 401(k) like we do for Project Drawdown!) Marketing: https://lnkd.in/g-e2H_6u (a good org to follow here is Clean Creatives) Legal: https://lnkd.in/gqwfDjiz (some great orgs and people are Earthjustice, Natural Resources Defense Council (NRDC), Environmental Defense Fund and Matthew Karmel Procurement: https://lnkd.in/gUqRwTCT (good people to talk to Peter Olivier, Patrick Flynn, Matthias Muehlbauer, Neil Yeoh) Product Design: https://lnkd.in/gVFabGc3 Sales and Business Development: https://lnkd.in/g-RKYGqA 3) Move your money. On the banking side, it's about how they use your deposits to lend to business, some options are Atmos Financial, Climate First Bank, Beneficial State Bank. A good resource is Mighty Deposits and Paul Moinester at Topo Finance. On the investing side, we'd love to help you at Carbon Collective! 4) Live a healthier, cleaner, more meaningful life. Plant a garden and compost. Do block parties with your neighbors. Dance. Talk to people about climate change like Katharine Hayhoe says! Electrify your life!

We love seeing our clients IRL! Thanks Trellis Group for putting on Verge and creating these moments!

Check out Breene Murphy's interview on We Don't Have Time!

Another great 401k client Carbon Collective? Our friends at Terra.do. If you have been looking to get into climate, stop reading and get into their next cohort. Seriously. We have known the Anshuman Bapna and the Terra.do team for years. I had the pleasure of attending one of their events at SF Climate week a few months back. It was wild. The enthusiasm. The loyalty. The sense of belonging. It's pretty amazing what that team has been able to create for helping to grow and train the climate workforce. If you have been looking to either adapt your existing job towards solving/adapting to climate change OR you have been looking to make the jump into a climate company, seriously consider getting into their next cohort. Nobody does it better!

Sep 30th, 2023: $69m AUM Sep 30th, 2024: $155m AUM Climate investing is growing at Carbon Collective

Carbon Collective Investing was named a "good example" by Action Speaks! What is Action Speaks? Action Speaks inspires hope and encourages climate action at scale with speed and real impact to support the transition to net-zero by 2050. Search, learn and collaborate on climate solutions to help limit global warming below 1.5°C – in line with the Paris Agreement. Over the past six years, science has unequivocally established the need for an exponential pace of climate action to limit average global temperature rise to 1.5 C by the end of the century. Action Speaks was founded by Ingka Group / IKEA and is curated in collaboration with partners. We are honored to be part of this collection of ways that large corporate leaders can be smarter on climate--and in our opinion, elevate their fiduciary responsibility! Thank you for all your work Kristie Wilson-de Groot Lusyanna Vuorenniemi Pelaez Ludvig Liljekvist Ted Otte! https://lnkd.in/dzbPDxCT

Going to be at #ClimateWeekNYC? Join Breene Murphy of Carbon Collective on Friday, September 27, for "Scope 3 Solutions for ESG and HR Leaders" at Hearst Tower in NYC. This morning event will feature dynamic panels, actionable insights, and networking opportunities designed to drive real progress toward net zero. ?? Featured speakers include: - Lizzy Kolar of Scope Zero, which helps employers offer carbon savings accounts. - Julia Collins, of Planet FWD, an online sustainability platform to help companies track and trace emissions. - Anshuman Bapna of Terra.do, which is a climate e-learning platform and community. Register now to be part of this important conversation! https://lu.ma/yv1u90pq #ClimateWeekNYC #Sustainability #ESG #HR

WOOOOOOOOOOOO! Grist named me in its 2024 list of 50 climate leaders to watch. I've long admired the magazine's coverage and the people named to the list in previous years, so I'm deeply grateful. (thanks Claire Elise Thompson, Angely Mercado, Nikhil Swaminathan!) And in thinking about the honor, I realize so much of it is possible due to the amazing team at Carbon Collective, the members, the employers we help, the investors that back us, the recordkeepers we use. Citizens' Climate Lobby volunteers! USC Wrigley Institute for Environment and Sustainability team! Of course, the folks who nominated me for this award, a special thank you to you all (you'll get a note, this isn't it). My family, friends, my wife, so grateful for your support that allows me to do the work I do.