Insights & Resources
Ideas, perspectives, and resources to transform finance.
FEATURED INSIGHT
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Sharing Wealth, Strengthening Community: Rachel J. Robasciotti in Conversation with Tara Health Foundation
This article originally appeared on the Tara Health Foundation website. Written by Mia Reilly. “It’s not about being generous, it’s about investing in our shared survival—and thriving. I want security in community because where I come from—that’s the only real security there is.” This comes from Rachel J. Robasciotti, Founder and Co-CEO of Adasina Social… -
A New Chapter for Adasina: Transitioning to Employee Ownership
Written by Maya Philipson, Adasina Co-Founder, Chief Operations Officer & Chief Compliance Officer At Adasina, staff are not just colleagues — they are a key part of our Beloved Community and the reason we exist. From the beginning, Adasina’s Founder & Co-CEO, Rachel J. Robasciotti, and I have believed that capital is a transformative social… -
Adasina’s Q3 2025 Impact Update
Q3 2025 Impact Update As we enter the last quarter of the year, we are delighted to share Adasina’s Q3 2025 Impact Update! In Q3, our Impact Team focused on building strategy, coalitions, and momentum in response to emerging developments across racial, gender, economic, and climate justice. We finalized plans for the launch of our… -
Rachel J. Robasciotti & Stacey Abrams on DEI & ESG: Why the Smart Money Isn’t Afraid (Fortune)
Adasina’s Founder & Co-CEO Rachel J. Robasciotti and Stacey Abrams, Founder of American Pride Rises Network, cut through the polarized rhetoric on diversity, equity, and inclusion (DEI) programs and ESG investing to deliver a salient, evidence-based message: DEI and ESG investing are prudent business tactics and investment essentials. Dive deeper into the benefits of DEI and… -
Adasina’s Q2 2025 Impact Update
Q2 2025 Impact Report We’re excited to release Adasina’s Q2 2025 Impact Report! The second quarter of 2025 was characterized in large part by the aggressive enforcement of immigration law and overall harassment of immigrant communities, particularly Latinx immigrants, at the hands of a hostile executive branch. Investors are not separate from the grassroots movements… -
DEI & ESG Investing Outlook: Rachel J. Robasctiotti Interviewed on Wall Street Journal
Adasina’s Founder & Co-CEO Rachel J Robasciotti was recently interviewed by Miriam Gottfried of The Wall Street Journal about the current state of DEI, ESG, and impact investing. Her key takeaway? Despite the political rhetoric, DEI and ESG remain good business. Smart investors and corporations understand this – even if many are quiet about it… -
Adasina’s Q1 2025 Impact Update
Q1 2025 Impact Report We are thrilled to announce the release of Adasina’s Q1 2025 Impact Report! 2025 presents opportunities for our impact work to make important strides, as corporate shifts in Diversity, Equity, and Inclusion (DEI) reinforce the need for continued advocacy and action. This report details the opportunities for change that we have made together… -
Redefining Investor Responsibility In An Age Of Systemic Risk
In a recent feature in Forbes, our Co-CEO Julianne Zimmerman elaborates on Adasina’s approach to social justice investing. She also asserts that ignoring the material impacts of racial, gender, economic, and climate injustice poses real (and escalating) costs. Learn more and take action with us: Redefining Investor Responsibility In An Age Of Systemic Risk. -
Don’t Give Up On DEI, Advisors Say
Danielle Burns, Managing Director at Adasina, was quoted in the article “Don’t Give Up on DEI, Advisors Say,” published in Financial Advisor Magazine. This piece highlights the vital role of diversity, equity, and inclusion (DEI) within the financial services industry. Dive into the article here. -
2024 Impact Report
We are thrilled to announce the release of Adasina’s 2024 Impact Report! This report builds on the foundation laid by our inaugural report, showcasing meaningful, measurable progress we have made together over the last year to advance racial, gender, economic, and climate justice. Download Adasina’s Impact Report Here -
Entry Points for Equity: Risk Criteria and Partnership in Indigenous-aligned Portfolios
We’re excited to share that Kevin O’Neal Smith, Adasina’s Impact Strategist, has written an insightful article titled “Entry Points for Equity: Risk Criteria and Partnership in Indigenous-aligned Portfolios,” featured in GreenMoney. This article highlights the crucial need for integrating social justice and rights-based perspectives into ESG investment strategies. Discover the importance of this approach by… -
Inclusion Is Still a Strategic Necessity
Check out Julianne Zimmerman‘s insightful article, “Inclusion Is Still a Strategic Necessity,” featured on ImpactEntrepreneur. She emphasizes how embracing inclusive practices can significantly boost business success. Dive into the article here. -
A New Hope:
High-Conviction Portfolios with Large-Scale ImpactArticle by Julianne Zimmerman This article is the first in our three-part series, So You Say You Want Impact — next up: Choose Aligned Returns. For decades, investment advisors have told impact-seeking clients that values-aligned investing just isn’t practical as a core strategy. They have advised, “You won’t love what’s in your public markets portfolio… -
Choose Aligned Returns
Article by Julianne Zimmerman This article is the second in our three-part series, So You Say You Want Impact — read the previous installment, A New Hope, or jump to our next installment, Raise Your Impact Expectations. Just like in any field, there are persistent misconceptions in investing. Some are so widespread and deeply rooted that… -
Raise Your Impact Expectations:
Transform Public Companies and FinanceArticle by Julianne Zimmerman This article is the third in our three-part series, So You Say You Want Impact. Read previous installments A New Hope and Choose Aligned Returns. If you’ve read this far in our So You Say You Want Impact series, you are probably either an investor who already has defined impact objectives,… -
Solving for Inequality:
The Investor Key to Global Economic StabilityArticle by Julianne Zimmerman Key Points The World Economic Forum’s (WEF) recent 2025 Global Risks Report finds that inequality, climate risk, biodiversity loss, ecosystem collapse, warfare, and geoeconomic confrontation are all widely recognized as severe and intensifying threats. The report also concludes that these threats are interconnected. While recent executive orders undermining DEI, JEDI, and… -
Palestine & Adasina: Opposing State Violence with Social Justice Investing
Preface “It is important to remember the role that organized protest movements have played in the United States. The arc of justice in this country has always been served by listening to dissent rather than silencing or squashing it. Indeed, protest movements are how we got to a time and place in the U.S. where… -
Rest as Social Justice: My Upcoming Sabbatical
As the Founder and Co-CEO of Adasina Social Capital, I have been driven for more than 20 years by a personal commitment to advancing social justice in the public markets. I am deeply proud of Adasina’s leadership as a community-centric leader in Social Justice Investing, amplifying and elevating social justice movement goals, and using the… -
A Post-Election Love Letter to My Beloved Impact Investing Community
To my beloved community, In the aftermath of this election, I am reaching out from my fiercely loving heart and unyielding commitment to what we have been building together for many years. In the tenderness of our grief over what might have been under different leadership, we stand at a crossroads: we can deepen divisions… -
Expanding Our Leadership & Scaling for Greater Impact
As many of you know, Adasina Social Capital celebrated our fourth anniversary earlier this year. As we shift into a new phase of firm growth and look to the years ahead of us, we want to begin by saying thank you. It is due, in part, to each and every one of you that we…
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