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

All Resources

Search
 
Get RSS Feed

Advisors

pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
pdf
Women’s Inclusion Project - 2019 Shareholder Advocacy Update.Info Sheet.Aperio.2019-08-09 *
Aperio, Proxy Impact
2019
pdf
Five Takeaways from the 2019 Proxy Season *
EY
2019
pdf
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
org
RSF Finance 2014 Annual Report *
RSF Social Finance
2014
pdf
Evaluating Collaboration Models for Family Foundations and Their Investment Advisors *
Threshold Group
2011
pdf
Sonen Capital 2016 Annual Impact Report *
Sonen Capital
2017
pdf
Sonen Capital Water Investment Primer *
June 2016
pdf
NEW-FORESTS 2018 Sustainability Report *
New Forests
2018
default
It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
pdf
Building Impact Portfolios *
Athena Capital Advisors
2017
pdf
Proxy Voting Conflicts: Asset Manager Conflicts of Interest in the Energy and Utility Industries *
50/50 Climate Project
2017
PDF
The Investors Perspective: Constructing a portfolio on the efficient impact-financial frontier... *
Root Capital, Impact Management Project
April 8, 2019
pdf
Accelerating Diversity and Inclusion in Venture Capital *
Surdna Foundation
Jan 2019
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers *
USSIF
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

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.