Subject: 2018 Heartland Recap and 2019 Trends
From: "Tom Croft" <[email-masked]>
To: <[email-masked]>
Date: Thu, 3 Jan 2019 15:04:17 -0500 (EST)

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January 3, 2019
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What We've Done, Where We're Going
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Dear H -
In this issue of the Expresso, we are humbled to share our "good works" with a copy
of the 2018 Heartland Impact Report. We're thankful for the support of our Governing
Board, friends and sponsors who have helped drive the responsible investment movement.
We hope to multiply these efforts in 2019 with a renewed fervor.
Responsible  investing is not a new concept in the U.S. Dating back to the 1920's,
 labor banks (Amalgamated [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcXIm4A_C7mbCb0NQQuX3NLm8XlYDSvIBzb0NQV7VFc_37It9I4HD3VuFYC6YmYtcoH2HfGfhhv1L1fnTG6kXcYb8auN2d7ANheAn_Pj_Dh803D6Y8JLjmSW9utpjeLlfEg==&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==])
and worker-friendly insurance programs  (Ullico [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcdNNiHifUWoLsWPvkpWDrlEHkMA20wg4Ymck7sd7CJp6mYLug5v6JNd5ty9IfP578KaG9PJlhsxm0UD6Wxv_leBDLdaVDeK76gkIdmfc86GajLScMrumieQ=&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==])
were fighting to ensure human rights and financial security  for existing workers
and new immigrants. The 2006 launch of the UN Principles of Responsible Investment
(PRI [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcU_xHF8P0qhDw6zh1umzo8W7Np4RR6p7cVlEbtt2FeKNCyD4WCvrWk56AWESYPxk5qU99yMXBngcE0Iv1XmxcFMzaPao-68cVarFkp_ClmzvOWEHe1ykuD0=&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]),
backed by unions, standardized non-financial environmental, social and governance
(ESG) investment criteria for global investors, including pension funds. U.S. DOL
2015 reconfirmed that pension investments can invest responsibly, and that includes
investments in the "real economy" - approaches that have empowered more positive
 economic development, sustainable environmental practices,  and good employment/labor
practices.

Flashing  forward to 2018, the US SIF [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcXIm4A_C7mbCbDSu48fCjrqf8JQ0y2FwjlzyXKc7GaHqc32zB9SjNkf4sAekrF5ZkSGhhjws2ENBq6SXDrzcTJSJQE81cXyCNFfItDZYH-U4tyS5_fEdQAw=&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]
estimated that $12 trillion in U.S. assets  were being managed using socially responsible
criteria. These developments are driving investor choices around a host of issues,
including climate and "just transition," diversity and the #METOO movement, human
capital and income inequality, and information privacy. We're especially excited
 to see proposals from Senators Warren and Baldwin (and their colleagues) toward
 more participatory Euro governance practices that include workers sitting on corporation
boards [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcRE9Ya8cix5KXIRe9PCFiDZERGIQ4jBtITPtfmKPnabETSNwEMmPtyujlpOO5QvqWdWVFYy-OitN00rNPff2HAm6RRWYPVNl4Jn0JxgrX7nwFUJsQne_EQvyqINZ0vgLJEsSC0i2WKdeRlERW6-Qm13N5BZNXna5HwpkZrMmp2qXLIXxUQOvQLt4Foeay96VJbLhdQDnRhHeAd9qSR-oGtjct0GbMduVEGwAbCC406Di5gJIs7NWeo2AHfv2IzH2BA==&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==].
We are  closely watching these issues daily, and we hope to better understand in
 2019 how we can make our  voices heard.

As responsible investing continues mainstreaming, there are several trends to watch
for in 2019:

*
A greater demand for transparency. Companies will be called out to produce evidence
of their internal practices and impact on society.
*
A need for trusted resources.  Investors want to know they're investing positively,
but where do they  turn for validation and information? Whether it's Heartland, 
US SIF or UN-PRI,  everyone will be looking for a reliable source.
*
ESG interest will expand. A recent article from Investopedia [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcXIm4A_C7mbCHG84u_VvSX0r8QgICKBTtm2brE6HJ2yuls_BzcTudhM4_jKdt726VdqEd7R18_KkuXmzgRdCr84eMCwPKlrZKeVixgDVNrGg2eCzF6DQdmMGyfiAga5cFw==&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]
highlighting the top investing terms  for 2019 notes the impact of ESG investing
 will continue to trend  upward as Millennials and Gen Xers become the drivers behind
investment decisions incorporating their values.
Until the next Expresso, keep on keepin' on!
Tom

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SOCIAL
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LINKS OF
INTEREST

Heartland Capital Strategies [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcYVBjs3VOHzYEYqLfEfEFma_34OvclnwnvRkT0xOTaDw1u54z-8FCrejMjp9VIBEcZBCE1MHVsUG2iprKoBoX7XSjeDCAjMJyYJyNjhu3u34Ff53kNLQla5wsqS4a2IUmg==&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]
Responsible Investor Handbook [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcSWUwuluYE0coWktO28IzIH-lYUeDZN5eDqCpRUMcY4hqyLmp1WYPJIpkYLCpBbhZyVVaRJRiAlncrt-x69w6Pd60hZAcF3QMVyAyuaNgpkBDbinJ63xMLeFdKhXm59op6I7L3aQ-0CiIXLfT4wXQg0pC6sJvBIPlZoQbsfqKD38&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]
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ECOSYSTEM PARTNERS

Sleigh Strategy, LLC
Robert Samuel
===========
Fellowship
Sponsors
Sponsors & Fellow Hosts
Fellow Hosts
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The Year in Review
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Continuing the exciting momentum from the end of 2017 led to an busy and productive
2018 for Heartland. Some highlights include:

* Our webinars brought together thought leaders from the responsible investing industry
including Keith Mestrich, Amalgamated Bank; David Webber, law professor and author;
Sarah Ann Lewis, AFL-CIO; Brian Hale, Ullico; and more.
* The Labor Capital Fellowship at Georgetown continues to successfully educate the
next generation as evidenced by their glowing testimonials [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcdYG9bgXdorNt_hhkZ9OyqkwyqwhnFwU8JS-v_5njxmFlJsXe76PehBnfs483NVL1yDm4QicH1qXVKh1cDhTXl1InsnGqmmgDSThNwb6PZ0FNCM3dA9skZSf8mfKhOZEkNWaLkeZgE1ReoixmlEMaBA0y2ZpL4x384ZL_AtaqSyJhbl-Jt5hwdb6TyZoynuSMjIt1M3YHnFuetNkxsZGkQw=&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==].
* A roadshow through the Heartland with our friends from The Century Foundation.
We hope you'll join us in 2019 as we continue to fight the good fight!
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US SIF 2018 Trends Report
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Heartland Capital Strategies [http://r20.rs6.net/tn.jsp?f=0010SeqlcWHT1hr754uKc0rFy-kVPouoCFw2VzRoICiYvGsakMw396YcRJn6dRYRfXTcOqhKHgjhHES2kzXawNJ-sAFkzJscLV3uGwHnYpFYAp8QzFAn0cJtmf3GBqBbJprQAbVQmfzuqHzXHYO6MgeymIxIz7Z8H5xpm17cEjT-IJEO0N6VMmV7A==&c=vf6mcjltxcNjJAcApDWEOeMetPoRBjtvEHLk97M2kD87e4Z-a9AgmQ==&ch=bCXbxuP9KoQ5cxmW4D4_FnC7BImZvkGcsMl8k6Z1e_Su3NycM6OutQ==]
fosters a "Community of Practice" for responsible economic impact investments. Heartland
promotes strategic responsible investments to rebuild the rebuilt environment, renew
the industrial commons, grow the clean economy, and make the boss more accountable.
Inspired  by the United Nations Principles for Responsible Investment (PRI),  Heartland
Capital Strategies (HCS) promotes investments and projects  essential for revitalizing
our productive economy and community  prosperity.

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