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pdf
2022 Concept Note on Portfolio Alignment Measurement
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Introductory Note on Expectations for Real-economy Transition Plans
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Engagement Strategies for Decarbonizing Bank Lending
February 14, 2022
 
pdf
The ABCs of Climate Investing - Executive Summary
November 15, 2021
 
pdf
Engagement Strategies Decarbonizing Bank Lending *
March 2, 2021
pdf
Entrenched Inequality: Racial Disparity in Access to Homeownership
Confluence Philanthropy
2020
 
pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
pdf
Report on Engagement Strategy for Decarbonizing Bank Lending *
Confluence Philanthropy
2020
pdf
Fondo Acción Sustainable Investment Case Study *
Confluence Philanthropy
2020
pdf
Connecting the Dots: The Intersection of Economic Equality, Racial Justice, & Sustainable Investing *
Confluence Philanthropy
2020
pdf
The Grove Foundation Investment Policy Statement | September 2020 REVISION *
Confluence Philanthropy
2020
pdf
Tackling inequality through ESG and active ownership *
Confluence Philanthropy
2020
pdf
Racial Equity Investing - The Time Is Now *
Confluence Philanthropy
2020
pdf
Social Equity Investing - Righting Institutional Wrongs *
Confluence Philanthropy
2018
pdf
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
September 10, 2020
pdf
Intentional Endowments Network- Investing In Racial Equity: Primer for College University Endowments *
Confluence Philanthropy
2020
pdf
AJL Foundation Investment Policy Statement - 2020 *
Confluence Philanthropy
2020
pdf
Sierra Club Foundation Investment Policy May 2018 & Draft 2019 *
Confluence Philanthropy
2020
pdf
Rockefeller Brothers Fund IPS & Board Commitment *
Confluence Philanthropy
2020
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
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019

Confluence Programs + Publications

pdf
The Equity Manifesto *
PolicyLink
2020
1-inSSWc5buzC9dX
ValuesAdvisor Platform Launch Through Confluence: Finding a Financial Advisor That Aligns With Your *
Confluence Philanthropy
August 18, 2021
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Activate Your Shareholder Power Series - How to Use Climate Reporting and Disclosure to Generate Acc *
Confluence Philanthropy
September 2023
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Activate Your Shareholder Power Series - Engaging Big Tech to Protect Personal Data *
Confluence Philanthropy
October 2023
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Activate Your Shareholder Power Series - Supporting Corporate Racial and Gender Pay Equity *
Confluence Philanthropy
September 2023
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Town Hall Webinar: The Future of the Belonging Pledge for Racial Equity *
Confluence Philanthropy
February 2024
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Meeting the Moment: How Values-Aligned Investors Advance Democracy *
Confluence Philanthropy
11/16/2022
html
Why We Can't Ignore the Link Between COVID-19, Climate Change and Inequity
Elizabeth Sawin
2020
 
html
Steps to re-invigorate the economy must free us from polluting fossil fuels
Elizabeth Sawin
2020
 
pdf
Mapping Families’ Impact Investing in 2019 *
The Impact
2020
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Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
com
Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
default
Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
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The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
default
Cash For Impact Webinar *
Confluence Philanthropy
2020
pdf
Skin in the game: Impact investors push for inclusion and accountability in the tech sector
Zevin Asset Management
2020
 
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Moving Beyond the Trade-Off Debate *
Omidyar Network
2020

Practitioners Gathering Program Guides

pdf
The Competitive Advantage of Racial Equity *
FSG
2020
pdf
Why and How Investors Can Respond to Income Inequality *
Principles for Responsible Investment and The Investment Integration Project
2020
pdf
The Equity Manifesto *
PolicyLink
2020
default
Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
com
Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
pdf
100 Million and Counting: A Portrait of Economic Insecurity in the United States *
PolicyLink and the Program for Environmental and Regional Equity (PERE)
2020
default
Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
default
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2020
pdf
Skin in the game: Impact investors push for inclusion and accountability in the tech sector
Zevin Asset Management
2020
 
default
Moving Beyond the Trade-Off Debate *
Omidyar Network
2020
pdf
How can investors help confront racial justice? *
Zevin Asset Management
2020
pdf&sid=7e009951d8e39ff4139
Roadmap for the Future of Impact Investing: Reshaping Financial Markets *
GIIN
2020
pdf
Hacking Tech’s Diversity Problem *
Joan C. Williams
2020
pdf&sid=dde832ade4fad49c213813ecac528771
Shareholder Rights Rulemaking Toolkit *
USSIF
2020
pdf
Work as a Masculinity Contest *
Journal of Social Issues
2020
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2020

Confluence Reports

pdf
Confluence letter to SEC re: Regulation SK - July 21, 2016 *
Confluence Philanthropy
2016
pdf
Impact Investment Activity and Opportunities in New England Fisheries *
Confluence Philanthropy and Gulf of Maine Research Institute
2015
pdf
Investing in Conservation *
Sonen Capital, Confluence Philanthropy, Fondo Mexicano para la Conservación de la Naturaleza
2016
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
pdf
Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
pdf
Western Water Briefing: Strategies for Water Resilience *
Confluence Philanthropy
2017
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018

Confluence Webinars

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Webinar: Are Banks Prepared for Climate Change? *
Confluence Philanthropy
2016
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Webinar: Autonomous Vehicles and the Future of Mobility: Investing in the Next Generation of Transpo *
Confluence Philanthropy
2016
default
Webinar: Building a Foundation for the 21st Century *
Confluence Philanthropy
2016
mp4
Webinar: Investing in Clean Energy Accelerators *
Confluence Philanthropy
2016
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Webinar: Local Investing and the JOBS Act: New Opportunities in a Developing Landscape *
Confluence Philanthropy
2016
mp4
Webinar: The Road Beyond Paris: Implications for Impact Investing & Philanthropy *
Confluence Philanthropy
2015
default
Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
default
Webinar: Utilizing Proxy Power to Support Gender Issues *
Confluence Philanthropy
2016
default
Webinar: Enhancing "Investability:" Structuring Guarantees and Catalytic First Loss Capital *
Confluence Philanthropy
2016
default
Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
default
Webinar: Philanthropy and Impact Investing in the New Era *
Confluence Philanthropy
2017
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Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
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Webinar: Bridging Philanthropy and Impact Investing with Kiki Tidwell, Tidwell Idaho Foundation *
Confluence Philanthropy
2016
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Webinar: Carbon Markets and the True Value of Nature *
Confluence Philanthropy
2016
mov?dl=0
Webinar: How the R20 Catalyzes Climate Finance *
Confluence Philanthropy
2016
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Webinar: Public Policy's Role in Climate Finance *
Confluence Philanthropy
2016
mp4?dl=0
Webinar: Superefficiency: Key to a Profitable Zero-Carbon Future *
Confluence Philanthropy
2016
default
Webinar: The Role of Venture Capital in Cleantech Innovation *
Confluence Philanthropy
2016
default
Finding the Right Strategic Consultant *
Confluence Philanthropy
July 2018
default
Too Big to Ignore: The Merger of Amalgamated & New Resource Bank and the Implications for Values-Ali *
Confluence Philanthropy
Nov 2018
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Invest to Rebuild the Ocean *
Confluence Philanthropy
2020
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Exploring Investor Solutions to Restore the Ocean *
Confluence Philanthropy
2019
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A Dialogue about Democracy & Capitalism w/ Naomi Klein & Stephen Heintz (Webinar) *
Confluence Philanthropy
2019
com%2Fstorage%2FsgetFCC2%2FkTHY%2FaqOcJ&subscriptionId=7074565
Investors Interested in Indian Country (Webinar) *
Confluence Philanthropy
2019
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It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019

Impact Investing 101

pdf
Back to the Frontier: Investing that Puts Impact First (2021) *
Michael Etzel, Matt Bannick, Mariah Collins, Jordana Fremed, and Roger Thompson
2021
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Impact Investing: Impact Alignment Across Our Portfolio - AJL Foundation *
AJL Foundation
2022
pdf
Core Characteristics of Impact *
The GIIN
2019
html
Financial Times Guide to Impact Investing *
Financial Times
2016
default
Portfolio Open House: The Russell Family Foundation *
The Russell Family Foundation
2019
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Confluence Philanthropy Member Spotlight: Forysthia Foundation *
Forysthia Foundation
2016
default
Portfolio Open House: Inspirit Foundation *
Confluence Philanthropy
2019
default
Portfolio Open House: Sierra Club Foundation *
Sierra Club Foundation
2018
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Portfolio Open House: Ceniarth *
Ceniarth
2017
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Portfolio Open House: Edwards Mother Earth Foundation *
Edwards Mother Earth Foundation
2018
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Portfolio Open House: Nia Community Foundation *
Nia Community Foundation
2018
pdf
Creating a Carve-Out? This Tool Will Help *
Julia W. Sze and Rebekah Saul Butler
2018
pdf
Navigating the Sustainable Investment Landscape *
World Resources Institute
2016
default
Finding the Right Strategic Consultant (Confluence Webinar, 2019) *
Confluence Philanthropy
2019
default
The Russell Family Foundation - Investing Fully: Aligning with Mission & Purpose *
The Russell Family Foundation
2022
pdf
Building Impact Portfolios *
Athena Capital Advisors
2017
default
Across the Returns Continuum *
Omidyar Network
2017
pdf
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting... *
Cambridge Associates
2016
pdf
Guide to Filing Shareholder Resolutions *
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
KP Advisors
2016
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Finding Your Way to the Right Investing Advisor *
Confluence Philanthropy
2019
pdf
Toward the Efficient Impact Frontier *
Michael McCreless, Root Capital
2017
PDF
The Investors Perspective: Constructing a portfolio on the efficient impact-financial frontier... *
Root Capital, Impact Management Project
April 8, 2019
default
Home Depot and the 23-Year Resolution *
Austin Wilson
May 27, 2021
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INVEST IN A MORE RESILIENT ECONOMY AND BUILD A MORE RESILIENT PORTFOLIO *
CNote
2019

Impact Investing Tools

pdf
GIIN_2019 Annual Impact Investor Survey *
GIIN
2019
pdf
Building an Impact Investment Team *
Omidyar
2018
pdf
2018 Pathstone Annual Impact Report *
Pathstone
2018
pdf
Investing to Advance Racial Equity: Second Edition - Practical ways to tackle economic inequality *
Confluence Philanthropy
2020
pdf
Scaling Energy Access with Blended Finance-SunFunder white paper *
SunFunder
2019
pdf
Impact Report 2022 *
Greenbacker Renewable Energy Company
July 2023
be
Values-aligned Investing 101 *
Confluence Philanthropy
2020
default
The Journey Towards Implementation: Preview of 10th Anniversary Impact Investing Handbook *
Confluence Philanthropy
2020
default
UN Sustainable Development Goals: Aperio's Perspective *
Aperio
2019
default
"Is There ESG Alpha?" A Marketing Question in Research Clothing *
Aperio
2019
pdf
Creating a Carve-Out? This Tool Will Help *
Julia W. Sze and Rebekah Saul Butler
2018
default
Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
com
Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
default
Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
default
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
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Cash For Impact Webinar *
Confluence Philanthropy
2020
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2020
default
Moving Beyond the Trade-Off Debate *
Omidyar Network
2020
pdf&sid=7e009951d8e39ff4139
Roadmap for the Future of Impact Investing: Reshaping Financial Markets *
GIIN
2020
pdf&sid=dde832ade4fad49c213813ecac528771
Shareholder Rights Rulemaking Toolkit *
USSIF
2020
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2020
pdf
Sustainable Infrastructure Framework *
Sonen Capital
2020

Community + Place-based Investing

pdf
Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through... *
Blueprint Research & Design
2009
pdf
Owning Your Own Job is a Beautiful Thing: Community Wealth Building in Cleveland, Ohio *
Democracy Collaborative
2011
pdf
Access to Capital and Credit in Native Communities *
The University of Arizona Native Nations Institute
2016
pdf
Development without Displacement - Resisting Gentrification in the Bay Area *
Causa Justa :: Just Cause
2014
pdf
Financing the Inclusive Economy *
Democracy Collaborative
2016
pdf
Impact Investment Activity and Opportunities in New England Fisheries *
Confluence Philanthropy and Gulf of Maine Research Institute
2015
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Webinar: Local Investing and the JOBS Act: New Opportunities in a Developing Landscape *
Confluence Philanthropy
2016
pdf
Emerging solutions to drive private investment in climate resilience *
Climate Policy Initiative
2015
pdf
Climate-Related Investment for Resilient Communities *
Croatan Institute, Divest-Invest Philanthropy
2016
pdf
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar... *
Clean Energy Group
2017
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
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INVEST IN A MORE RESILIENT ECONOMY AND BUILD A MORE RESILIENT PORTFOLIO *
CNote
2019
pdf
INVESTMENT OPPORTUNITIES IN AFRICAN INFRASTRUCTURE: CHALLENGES AND OPPORTUNITIES *
Mercer
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Investment Policy Statements

pdf
McKnight Foundation Investment Policy Statement *
McKnight Foundation
2016

Public Equity + ESG

pdf
Executive Summary - Report on Sustainable and Responsible Investing Trends in the United States 2012 *
US SIF
2012
pdf
21st Century Engagement: Investor Strategies for Incorporating ESG Considerations... *
BlackRock, Ceres
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014
pdf
Confluence letter to SEC re: Regulation SK - July 21, 2016 *
Confluence Philanthropy
2016
pdf
ESG and Sustainable Hedge Fund Investing: Observations *
Alternative Investment Group
2016
pdf
Merck Family Fund ESG Investment Guidelines *
Merck Family Fund
2016
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
default
Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
default
Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
html
ESG is Not an Investment Strategy *
Financial Advisor Magazine
2017
pdf
ESG in Equity Analysis and Credit Analysis *
2019
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A Guide to ESG Portfolio Construction *
Aperio
2019
pdf
Why and How Investors Use ESG Information *
Financial Analysis Journal
2018
default
"Is There ESG Alpha?" A Marketing Question in Research Clothing *
Aperio
2019
pdf
Navigating the Sustainable Investment Landscape *
World Resources Institute
2016
pdf
Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
default
ESG, OECD, and the Tragedy of the Commons *
Aperio Group
2017
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ESG Exclusions: Setting Expectations *
Aperio
2018
default
The Alpha-Seeking ESG Investor *
Aperio
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Shareholder Engagement

pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
default
Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
default
Webinar: Utilizing Proxy Power to Support Gender Issues *
Confluence Philanthropy
2016
docx
What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2016
pdf
Proxy Voting Conflicts: Asset Manager Conflicts of Interest in the Energy and Utility Industries *
50/50 Climate Project
2017
pdf
Guide to Filing Shareholder Resolutions *
2018
pdf
Proxy Preview 2019 *
As You Sow, Proxy Impact
2019
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Home Depot and the 23-Year Resolution *
Austin Wilson
May 27, 2021

Whole Portfolio

pdf
The Russell Family Foundation: The Impact Investing Journey *
The Russell Family Foundation
2018
pdf
TRRF's Impact Investing Journey: Summary *
The Russell Family Foundation
2018
pdf
Preparing Portfolios for Transformation *
Mercer
2017

Issues: Social + Economic

pdf
Labor Investing: The Business Case for Fair Labor Practices *
Boundless Impact Investing
2018
default
Exploration Webinar: The Rainmakers Investment Collaborative *
Confluence Philanthropy
2018
pdf
Why and How Investors Can Respond to Income Inequality *
Principles for Responsible Investment and The Investment Integration Project
2020
pdf
The Equity Manifesto *
PolicyLink
2020
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
100 Million and Counting: A Portrait of Economic Insecurity in the United States *
PolicyLink and the Program for Environmental and Regional Equity (PERE)
2020
pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
pdf
Skin in the game: Impact investors push for inclusion and accountability in the tech sector
Zevin Asset Management
2020
 
pdf
How can investors help confront racial justice? *
Zevin Asset Management
2020
pdf
Hacking Tech’s Diversity Problem *
Joan C. Williams
2020
pdf
Work as a Masculinity Contest *
Journal of Social Issues
2020
pdf
Asset Managers Owned by Women and Minorities Have to Work 10X as Hard for Assets *
Institutional Investor
2020
pdf
Introduction to Racial Inequity as a Systemic Risk: Why Investors Should Care and How They Can Take
June 2023
 
pdf
Why and How Investors Can Respond To Income Inequality *
April 8, 2019
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2018
pdf
Exploring Employee Share Ownership as a Potential Investment Strategy in Opportunity Zones *
Rockefeller Foundation
Dec 2018
pdf
Accelerating Diversity and Inclusion in Venture Capital *
Surdna Foundation
Jan 2019
pdf
McKnight Foundation Investment Policy Statement *
McKnight Foundation
2016
default
Racial equity in financial services *
Confluence Philanthropy
2020
default
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
Confluence Philanthropy
2020
default
Keeping It Black: 'Cultural Competence' Is Key *
Confluence Philanthropy
2020
default
Diversifying Investments: A Study Of Ownership Diversity and Performance in the Asset Management Ind *
Confluence Philanthropy
2020

Race

pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
pdf
How can investors help confront racial justice? *
Zevin Asset Management
2020
default
Why We Can't Ignore the Link Between COVID-19, Climate Change and Inequity *
Elizabeth Sawin
2020
pdf
Introduction to Racial Inequity as a Systemic Risk: Why Investors Should Care and How They Can Take
June 2023
 
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2018
default
Racial equity in financial services *
Confluence Philanthropy
2020
default
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
Confluence Philanthropy
2020
default
Keeping It Black: 'Cultural Competence' Is Key *
Confluence Philanthropy
2020
default
Diversifying Investments: A Study Of Ownership Diversity and Performance in the Asset Management Ind *
Confluence Philanthropy
2020
default
Racial Equity in Financial Services *
Confluence Philanthropy
2020
pdf
Race Influences Professional Investors’ Financial Judgments *
Confluence Philanthropy
2020
default
Racial Equity Investing – The Time is Now *
Confluence Philanthropy
2020
default
Social Equity Investing – Righting Institutional Wrongs *
Confluence Philanthropy
2018
ashx
Why Diversity Matters *
Confluence Philanthropy
2015
default
An Investors'​ Guide to Investing for Racial Equity *
Confluence Philanthropy
2020
default
Racial Disparities in Investing Are More Than a Pipeline Problem *
Confluence Philanthropy
2020
default
The Financial Activist Playbook for Supporting Black Lives *
Confluence Philanthropy
2020
pdf
Awake to Woke to Work: Building a Race Equity Culture *
Equity in the Center
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Issues: Climate + Environment

pdf
Six Foundations for Building Community Resilience *
Post Carbon Institute
2020
default
Water quality: a critical pillar of biodiversity *
Impax Asset Management
March 2023
default
From seed to supper: opportunities in food waste mitigation *
Impax Asset Management
February 2023
pdf
Fighting Fire with Finance: A Roadmap for Collective Action *
2017
pdf
The Race of Our Lives Revisited *
Jeremy Grantham, GMO
2020
pdf
Oil and gas corporates risk future value destruction by rewarding executives for chasing growth *
Carbon Tracker Initiative
2020
pdf
The Global Fossil Fuel Divestment and Clean Energy Investment Movement *
Arabella Advisors
2020
pdf&sid=93877b58db2df5eb3c6c11236d447aa6
Divest Invest Philanthropy: Five Year After Launch *
Divest Invest
2020
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TEDMED Talk - Why Community is our best chance of survival *
Christine E. Nieves
2020
pdf&sid=e0e68ac1968e
Crossing the Bridge to Sustainable Infrastructure Investing *
MERCER
2020
html
Want to Do Something About Climate Change? Follow the Money *
The New York Times
2020
default
Beyond Divestment: Decarbonizing our Investment Portfolio *
Rockefeller Brothers Fund
2023
default
Investing In Domestic Clean Energy Projects 101
Confluence Philanthropy
2020
 
pdf
Adapting Portfolios to Climate Change *
BlackRock Investment Institute
2020
pdf
A Guide to Climate Change Investment Risk Management *
The Center for International Environmental Law (CIEL) and Mercer Investment Consulting LLC
2020
I3oqedX5o7aZpLQV?startTime=1600876831000
The Role of Banks in Fighting Climate Change: Decarbonizing the Bank Lending Sector *
Confluence Philanthropy
2020
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Webinar: The Role of Banks in Fighting Climate Change: Decarbonizing the Bank Lending Sector *
Confluence Philanthropy
2020
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17
pdf
Considering ESG Factors in Fixed Income Investing *
Cornerstone Capital Group
2018
pdf
Safer Chemistry Innovation in the Textile and Apparel Industry *
June 2018
pdf
Back to Grass: The Market Potential for U.S. Grassfed Beef *
SLM Partners
2018
pdf
The Investment Case for Ecological Farming *
Paul McMahon
2018
pdf
Investing in a Time of Climate Change *
Mercer
2015
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C2C Exploration: CalSeed Entrepreneurs *
Confluence Philanthropy
2018
pdf
Preparing Portfolios for Transformation *
Mercer
2017

Miscellaneous

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Webinar: Bridging Philanthropy and Impact Investing with Kiki Tidwell, Tidwell Idaho Foundation *
Confluence Philanthropy
2016
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Webinar: Carbon Markets and the True Value of Nature *
Confluence Philanthropy
2016
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Webinar: How the R20 Catalyzes Climate Finance *
Confluence Philanthropy
2016
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Webinar: Public Policy's Role in Climate Finance *
Confluence Philanthropy
2016
pdf
Sustainable Development Goals Impact Theme Framework *
Toniic
2017
pdf
Emerging solutions to drive private investment in climate resilience *
Climate Policy Initiative
2015
pdf
Climate-Related Investment for Resilient Communities *
Croatan Institute, Divest-Invest Philanthropy
2016
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The Role of Banks in Fighting Climate Change: Decarbonizing the Bank Lending Sector *
Confluence Philanthropy
2020
Ilyp49csckMDW2no
Webinar: The Role of Banks in Fighting Climate Change: Decarbonizing the Bank Lending Sector *
Confluence Philanthropy
2020
pdf
Safer Chemistry Innovation in the Textile and Apparel Industry *
June 2018

Family Foundations + Offices

pdf
Building Power Across the Impact Investing Field: Key Takeaways from our Investment Advisor Search *
Jessie Smith Noyes Foundation
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017
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