Accept

Our website is for marketing purposes only and is not intended to be used for services, which are provided over the phone or in person. Accessibility issues should be reported to us ((917) 997-6577) so we can immediately fix them and provide you with direct personal service.

We use basic required cookies in order to save your preferences so we can provide a feature-rich, personalized website experience. We also use functionality from third-party vendors who may add additional cookies of their own (e.g. Analytics, Maps, Chat, etc). Further use of this website constitutes acceptance of our Cookies, Privacy Policy and Terms of Service.

Header Image

Confluence Reports

Search
 
Get RSS Feed
pdf
Finding the Right Direction: First in the Racial Equity Lens Investing Series *
March 2024
pdf
A Compass: Second in the Racial Equity Investing Series *
March 2024
pdf
Creating the Compass: Third in the Racial Equity Investing Series *
March 2024
pdf
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 2022
pdf
Advisor List *
Confluence Philanthropy
2020
pdf
Finding the Right Strategic Consultant: A Resource List for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Strategic Consultant: A Resource Guide for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 2: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 1: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
2019 Six Principles for Proxy Impact *
August 9, 2019
pdf
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019
pdf
Confluence Philanthropy's Annual Report FY 2013 *
Confluence Philanthropy
2013
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Sustainable Fisheries and Food... *
Confluence Philanthropy
2013
pdf
Grants for Shareowner Action *
Confluence Philanthropy
2015
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Native American Community... *
Confluence Philanthropy
2014
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
pdf
Fixed Income Investing in Climate Solutions *
Confluence Philanthropy, Croatan Institute, Clean Energy Group
2015
pdf
Gulf of Maine Sustainable Wild and Aquaculture Seafood: An Investment Opportunity Analyzed *
Confluence Philanthropy
2014
pdf
Open for Business: Building Local Economies through Place-Based Investing *
Confluence Philanthropy, Michael Shuman
2015
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2015
pdf
Request For Proposals for Investment Advisors *
Confluence Philanthropy
2012
pdf
Reinvesting for a Clean Energy Economy *
Confluence Philanthropy
2014
pdf
Redefining Impact: Case Studies in Transformative Finance *
Confluence Philanthropy, Toniic, Transformative Finance Network
2013
pdf
Who's Who in the World of Working Groups *
Confluence Philanthropy
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014
  • Go to page:
  • Page 1 of/ 2 ( 1-25 of 32 Records )

NOTE: some resources are reserved for registered users only. To gain access to these special files, as well as other helpful services, consider creating an account. It's quick and easy and full of useful features.