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:
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.
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.