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• Newest Release: "Finding Your Way to the Right Impact Investing Advisor"

June 23 2016
June 23 2016
Finding You Way to the Right Impact Investing AdvisorV4dl (dragged) 1

Finding Your Way to the Right Impact Investing Advisor was crafted in collaboration among Confluence Members to aid peers along the journey to becoming a true practitioner in impact investing. It is designed as a resource to help asset owners better understand the array of advisors in impact, or mission-aligned, investing, and it includes:

  • Profiles for some of the selected top impact investment advisory firms in the U.S. that offer guidance and investment options across all asset classes
  • Direction about how to approach a potential advisory firm and what questions to ask about the services they offer
  • A section about public equities and impact, including resources to help engage through shareholder resolutions
  • Explanation about the differences between investment advisors, asset managers, consultants, and others
  • An in-depth glossary and links to additional resources

Finding Your Way to the Right Impact Investing Advisor is now available for purchase for non-members at $199 (in hardcopy by mail). Confluence members receive complimentary copies as just one of many discounted and exclusive benefits of joining the Confluence community.

Get the Guide

For questions about the guide's content, further information about the selection process for the Advisors featured in this publication, as well as our plans to update the guide periodically, please contact Hannah Erickson, Advisor Program Manager.