Nia Impact Capital

09/03/2026

Connect with Nia in person at the upcoming Association of African-American Financial Advisors’ VISION Conference in Washington, D.C. from Sept. 10-12th.

Partner and Portfolio Manager Jethro Townsend, CFA looks forward to gathering in conversation and celebration around this year’s theme, The Wealth Shift: Ownership, Legacy, and the Next Era.

Let us know if you’ll be there, we’d love to connect!

09/02/2026

In reading U.S. headlines, you'd think clean energy is gone. The data tells a completely different story.

90% of new U.S. energy built in the first half of this year was solar, storage, or wind. Global renewable investment in the first half of 2026 hit $327.5 billion. Solar is now the fastest-growing source of electricity on the planet.

In our latest blog, we break down the four structural forces leading the clean energy transition:

⚡ AI's insatiable energy appetite is turbocharging demand for clean power
☀️ Renewables are now frequently the cheapest way to generate new electricity
🌍 Energy security has become a national priority globally
🔄 And in a twist no one predicted, U.S. geopolitical decisions have inadvertently accelerated the global transition

Read the full blog here: https://www.niaimpactcapital.com/post/four-forces-behind-clean-energy-s-momentum

08/24/2026

Our Sustainable Planet impact report is here, and we’re proud to share what intentional portfolio construction looks like in practice.

🌱🌏 Sustainable Planet is one of our six solution themes.

By the numbers, Nia’s public equity portfolios include:
0% of the largest carbon emitters
0% manufacturers of agrochemicals
0% harm to biodiversity-sensitive areas
0% fossil fuel companies

This is the result of a commitment to investing in companies ensuring a healthy future for people and planet.

Read our full Sustainable Planet Impact Report: www.niaimpactcapital.com/impact-reports

08/20/2026

💡 Did you know?

Women made up just 38% of new S&P 500 director appointments in 2025, down from 42% the year before. (Spencer Stuart, Board Access, 2025)

At Week 2026, we’re building a future where more executive women claim their rightful place in the boardroom. This hybrid summit on September 14-18, 2026, will give you the tools, connections, and insights to step into board leadership.

What’s one strength women bring to the boardroom that drives real impact?
Share your thoughts and tag a leader who should join you at Week!

Join us and register today: https://www.getonboardweek.com

08/17/2026

OpenAI. Anthropic. SpaceX. Some of the most powerful and valuable companies in the world and none of them have disclosed their greenhouse gas emissions or published a sustainability report.

Our Founder and CIO Kristin Hull was quoted in Bloomberg this week on exactly why that silence should concern all of us:

"There needs to be accountability. Investors should be demanding it, but in the US they are sadly backtracking. It's due to fear in the environment that we're in — the retaliatory environment."

New gas plants for AI data centers in the US alone could soon generate as much climate pollution as the entire country of Australia. As Kristin noted, European investors have not stopped asking hard questions about emissions. The pressure hasn't disappeared, it has shifted. And the US investor community has a choice to follow Europe's lead, or continue flying blind.

At Nia, we believe that undisclosed climate risk is unpriced climate risk. We will keep asking companies the questions that others have gone quiet on.

Find the link to the full Bloomberg article here: https://www.bloomberg.com/news/features/2026-08-12/spacex-openai-anthropic-quiet-on-emissions-in-post-esg-era

08/11/2026

"Companies that once treated environmental disclosure as a reputational exercise now understand these measurements as a financial materiality question. That shift in mindset is largely CDP's doing. When we engage with companies on climate risk, we are building on CDP's framework. That is a strong 25-year legacy worth celebrating."

Our Founder and CIO, Kristin Hull, was featured in a Reuters article celebrating CDP's 25-year anniversary, and her words capture exactly why this work matters:

At Nia, CDP data is a core part of how we hold companies accountable by comparing performance across sectors and identifying which companies are genuinely managing climate risk versus greenwashing for a good story.

Read the full article here: https://www.reuters.com/legal/government/trumps-diversity-crackdown-reverberates-through-us-boardrooms-2026-07-28/

As U.S. President Donald Trump intensifies his campaign against diversity programs, appointments of women and racial minorities to S&P 500 boards have dropped to their lowest level in more than a decade, threatening to unwind years of gains in corporate boardroom diversity.

08/08/2026

Workforce diversity data within a company is not just a DEI checkbox for us. We find hiring practices and human capital management to be material investment information. We are fighting to protect and preserve the SEC rules requiring the collection and release of this data.

Nia Impact Capital Founder and CIO Kristin Hull has submitted a formal comment letter to the Equal Employment Opportunity Commission opposing its proposed elimination of the standardized workforce demographic data that companies are currently required to disclose (EEO-1 data).

As investors, EEO-1 data is central to how we evaluate the companies we include in our portfolios. This data allows us to:
✦ Benchmark workforce diversity against industry peers
✦ Identify companies whose human capital supports durable, long-term innovation and financial returns
✦ Hold management accountable for workforce practices that create or erode shareholder value
✦ Inform our proxy votes on governance, DEI programs, and board oversight

We've long been utilizing this data to forge significant change across industries. Through our shareholder engagement, we won votes on EEO-1 disclosure at both IBM (94% investor support) and Fortinet (70% support). These results reflect how central workforce transparency has become to investors and stewards of capital.

Eliminating EEO-1 reporting doesn't save money in any meaningful way, as the proposed savings amount to less than 1% of the EEOC's own budget. What cutting this requirement does do is strip investors of a critical, standardized tool for assessing risk and performance.

A diverse, well-managed workforce drives long-term corporate performance. The comment period is open until August 23. We encourage all companies and investors to make their voices heard.

💬 Submit your comment: https://www.regulations.gov/document/EEOC-2026-0034-0001

08/07/2026

SpaceX's lockup period expires today and the stock is down 28.6% from its IPO price. Some investors see a buying opportunity. We are firmly on the sidelines and sitting this one out.
At Nia, we evaluated SpaceX against our investment criteria across three dimensions, governance, environmental risk, and business model, and this company didn't clear the bar on several key points.

At Nia, we invest in companies generating durable financial returns with business models that contribute to the just and sustainable world our investors want to see.

Read our blog with more detailed analysis here: https://www.niaimpactcapital.com/post/why-nia-impact-capital-is-sitting-out-spacex

08/06/2026

Nia founder Kristin Hull, was recently featured in RIA Reflections, sharing the journey that shaped Nia Impact Capital: growing up immersed in her father's trading firm, becoming a California schoolteacher, teaching adult inmates in the Alameda County Jail, and ultimately returning to finance with a vision of systems change.

“Education is the best way to break down the systematic barriers between today’s fears and tomorrow’s possibilities.”

Every company Nia holds, every shareholder engagement and every portfolio is rooted in the belief that change happens one conversation at a time.

Read Kristin’s feature here:
https://riareflections.com/articles/teaching-change-systems-that-make-and-break-our-economy

07/23/2026

Just wrapped up an energizing team retreat. We are feeling connected, inspired, and refreshed!

From time outdoors to game nights, we strengthened our collaboration, aligned on big goals, and most importantly, deepened the human connections that power our work. Grateful for the time together and excited for what’s ahead.