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
pdf
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019
default
Advancing Racial Equity in the Investment Industry *
Confluence Philanthropy
2020
pdf
Investing with a Racial Equity Lens *
Zevin Asset Management
June 2023
default
Impact Investing: Impact Alignment Across Our Portfolio - AJL Foundation *
AJL Foundation
2022
default
Invest to Rebuild the Ocean *
Confluence Philanthropy
2020
pdf
Investing to Advance Racial Equity: Second Edition - Practical ways to tackle economic inequality *
Confluence Philanthropy
2020
pdf
Impact Report 2022 *
Greenbacker Renewable Energy Company
July 2023
default
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar an *
Clean Energy Group
2020
pdf
Climate-Related Investment for Resilient Communities: DivestInvest Opportunities in Community-Orient *
Croatan Institute
2020
pdf
Emerging Solutions to Drive Private Investment in Climate Resilience *
Climate Policy Initiative
2020
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
default
From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
pdf
Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
default
The Journey Towards Implementation: Preview of 10th Anniversary Impact Investing Handbook *
Confluence Philanthropy
2020
pdf
Six Foundations for Building Community Resilience *
Post Carbon Institute
2020
default
Engaging for greater gender equality among Asian companies *
Impax Asset Management
May 2023
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
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

Confluence Programs + Publications

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
pdf
Asset Managers Owned by Women and Minorities Have to Work 10X as Hard for Assets *
Institutional Investor
2020
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2020
pdf
Sustainable Infrastructure Framework *
Sonen Capital
2020
pdf
Exploring Employee Share Ownership as a Potential Investment Strategy in Opportunity Zones *
The Rockefeller Foundation and the Aspen Institute
2020
pdf
Total Portfolio Activation: A Framework for Creating Social and Environmental Impact across Asset C *
Tides and Trillium Asset Management
2020
docx
What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2020
default
2019 Annual Impact Report *
Pathstone
2020
pdf
Reflections & Outlook for Place-Based Investing *
Canopy
2020
pdf&sid=24dba2de3fd00a67f083b82cc
Decision-Making Culture: Self Assessment *
Syntrinsic
2020
pdf
Adapting Portfolios to Climate Change *
BlackRock Investment Institute
2020
default
Hedge Funds Win, Puerto Ricans Lose in First Debt Restructuring Deal *
The American Prospect
2020
pdf
A Guide to Climate Change Investment Risk Management *
The Center for International Environmental Law (CIEL) and Mercer Investment Consulting LLC
2020
default
How Hedge Funds Hurt Puerto Rico *
Institutional Investor
2020
default
Why We Can't Ignore the Link Between COVID-19, Climate Change and Inequity *
Elizabeth Sawin
2020
default
Puerto Ricans and the Ultrarich “Puertopians” are locked in a Pitched Struggle Over How to Remake th *
Naomi Klein
2020
com
Essential tools for critical thinking about the Puerto Rican debt crisis *
Puerto Rico Syllabus
2020
default
There’s Nothing Natural About Puerto Rico’s Disaster *
Naomi Klein
2020
default
Puerto Ricans and Ultrarich “Puertopians” are Locked in a Pitched Struggle Over How to Remake The Is *
The Intercept
2020
default
There’s Nothing Natural About Puerto Rico’s Disaster *
The Intercept
2020

Practitioners Gathering Program Guides

pdf
Asset Managers Owned by Women and Minorities Have to Work 10X as Hard for Assets *
Institutional Investor
2020
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2020
pdf
Sustainable Infrastructure Framework *
Sonen Capital
2020
pdf
Exploring Employee Share Ownership as a Potential Investment Strategy in Opportunity Zones *
The Rockefeller Foundation and the Aspen Institute
2020
pdf
Total Portfolio Activation: A Framework for Creating Social and Environmental Impact across Asset C *
Tides and Trillium Asset Management
2020
docx
What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2020
default
2019 Annual Impact Report *
Pathstone
2020
pdf
Reflections & Outlook for Place-Based Investing *
Canopy
2020
pdf&sid=24dba2de3fd00a67f083b82cc
Decision-Making Culture: Self Assessment *
Syntrinsic
2020
pdf
Adapting Portfolios to Climate Change *
BlackRock Investment Institute
2020
default
Hedge Funds Win, Puerto Ricans Lose in First Debt Restructuring Deal *
The American Prospect
2020
pdf
A Guide to Climate Change Investment Risk Management *
The Center for International Environmental Law (CIEL) and Mercer Investment Consulting LLC
2020
default
How Hedge Funds Hurt Puerto Rico *
Institutional Investor
2020
default
Puerto Ricans and the Ultrarich “Puertopians” are locked in a Pitched Struggle Over How to Remake th *
Naomi Klein
2020
com
Essential tools for critical thinking about the Puerto Rican debt crisis *
Puerto Rico Syllabus
2020
default
There’s Nothing Natural About Puerto Rico’s Disaster *
Naomi Klein
2020
default
Puerto Ricans and Ultrarich “Puertopians” are Locked in a Pitched Struggle Over How to Remake The Is *
The Intercept
2020
default
There’s Nothing Natural About Puerto Rico’s Disaster *
The Intercept
2020
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
Sustainable Infrastructure Framework *
January 2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Confluence Webinars

default
Rev. Dr. William Barber Keynote Remarks, Advisors Forum 2019 *
Confluence Philanthropy
2019
default
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar an *
Clean Energy Group
2020
default
Responding to the Polarizing Attacks on ESG Analytics and Values Aligned Investing *
Confluence Philanthropy
9/27/22
default
The Journey Towards Implementation: Preview of 10th Anniversary Impact Investing Handbook *
Confluence Philanthropy
2020
pdf
Six Foundations for Building Community Resilience *
Post Carbon Institute
2020
default
The Business of Immigration Detention: Strategies for Mission Investors *
Confluence Philanthropy
2018
default
The Tax Cuts and Jobs Act: An Opportunity for Investors to Reduce Income Inequality? *
Confluence Philanthropy
2018
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
default
Exploration Webinar: The Rainmakers Investment Collaborative *
Confluence Philanthropy
2018
1-inSSWc5buzC9dX
ValuesAdvisor Platform Launch Through Confluence: Finding a Financial Advisor That Aligns With Your *
Confluence Philanthropy
August 18, 2021
default
Activate Your Shareholder Power Series- Understanding Challenges in Corporate Political Spending *
Confluence Philanthropy
September 2023
default
Activate Your Shareholder Power Series - How to Use Climate Reporting and Disclosure to Generate Acc *
Confluence Philanthropy
September 2023
default
Finding the Right Strategic Consultant (Confluence Webinar, 2019) *
Confluence Philanthropy
2019
default
Activate Your Shareholder Power Series - Engaging Big Tech to Protect Personal Data *
Confluence Philanthropy
October 2023
default
Activate Your Shareholder Power Series - Supporting Corporate Racial and Gender Pay Equity *
Confluence Philanthropy
September 2023
default
Town Hall Webinar: The Future of the Belonging Pledge for Racial Equity *
Confluence Philanthropy
February 2024
default
Webinars: Implications of the U.S. Withdrawal of Support from the UNFCCC *
Confluence Philanthropy
2017
default
Webinar: The Oil-Climate Index *
Confluence Philanthropy
2017
default
Meeting the Moment: How Values-Aligned Investors Advance Democracy *
Confluence Philanthropy
11/16/2022
default
Webinar: The State of the Impact Investing Field *
2017
default
Will Opportunity Zones Really Benefit Marginalized Communities? *
Confluence Philanthropy
2018
default
Webinar: Finding Your Foundation’s Shareholder Voice *
Confluence Philanthropy
2017
default
Webinar: Developing Your Cleantech 2.0 Investment Strategy Primer Launch *
Confluence Philanthropy
2017
default
Webinar: Just Jobs - How Investors Can Support an Equitable Workforce *
Confluence Philanthropy
2017
default
Webinar: A New Energy Path From Standing Rock *
Confluence Philanthropy
2017

Impact Investing 101

pdf
Rockefeller Philanthropy Advisors: Impact Investing Strategy & Action *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Edwards Mother Earth Foundation: An Impact Investment Case Study *
Edwards Mother Earth Foundation
2018
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018
pdf
The Russell Family Foundation: The Impact Investing Journey *
The Russell Family Foundation
2018
pdf
US SIF 2018 Trends Report Release Summary *
USSIF
2018
pdf
Sustainable Infrastructure Framework *
January 2017

Impact Investing Tools

pdf
Sustainable Infrastructure Framework *
Sonen Capital
2020
pdf
Total Portfolio Activation: A Framework for Creating Social and Environmental Impact across Asset C *
Tides and Trillium Asset Management
2020
docx
What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2020
default
2019 Annual Impact Report *
Pathstone
2020
pdf&sid=24dba2de3fd00a67f083b82cc
Decision-Making Culture: Self Assessment *
Syntrinsic
2020
co
Shift Power Through Participatory Investing - Common Future *
Common Future
July 2023
pdf
Guide to Filing Shareholder Resolutions *
2018
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
pdf
The Relationships Between Expected Impact and Expected Return *
Root Capital
April 8, 2019
default
Home Depot and the 23-Year Resolution *
Austin Wilson
May 27, 2021
default
Racial equity in financial services *
Confluence Philanthropy
2020
default
ESG Exclusions: Setting Expectations *
Aperio
2018
default
Talking SRI with TSA Agents *
Aperio
2018
pdf
The Purpose of Capital
Jed Emerson
2018
 
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018
pdf
Building Power Across the Impact Investing Field: Key Takeaways from our Investment Advisor Search *
Jessie Smith Noyes Foundation
2018
pdf
Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers *
USSIF
2018
pdf
The Russell Family Foundation: The Impact Investing Journey *
The Russell Family Foundation
2018
pdf
US SIF 2018 Trends Report Release Summary *
USSIF
2018
pdf
The State of Blended Finance *
Convergence
2018
pdf
Mobilizing Donor Advised Funds for Impact Investing *
Cornerstone Capital Group
2019

Issues: Social + Economic

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
pdf
Considering ESG Factors in Fixed Income Investing *
Cornerstone Capital Group
2018
default
Racial Disparities in Investing Are More Than a Pipeline Problem *
Confluence Philanthropy
2020
pdf
Safer Chemistry Innovation in the Textile and Apparel Industry *
June 2018
default
The Financial Activist Playbook for Supporting Black Lives *
Confluence Philanthropy
2020
0AVtHdmEjw6t8efw
What Gets Measured, Matters: Creating Transparency for Diversity, Equity and Inclusion Webinar *
Confluence Philanthropy
2020
pdf
The Competitive Advantage of Racial Equity *
FSG
2017
  • Go to page:
  • Page 3 of/ 7 ( 51-75 of 162 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.