Values-aligned investing, mission investing, and PRIs

Choosing Your Impact Investment Advisor

Posted on March 27, 2018 by Brad Harrison, Stephanie Cohn Rupp

Aligning your financial assets with your values in a holistic way most often requires intermediaries and advisors, or what is sometimes referred to as the "artisans of impact." This chapter from "The Impact Assets Handbook for Investors" offers an overview of the vast landscape of resources available. … Read More

The Giving Journey: Guiding New Donors to Actualized Philanthropy

Posted on February 2, 2018 by Open Impact

What motivates newly wealthy individuals and families to give? What barriers do they face in their giving? And how can we help these donors give more, more intentionally and effectively? In the report, “The Giving Journey: Guiding New Donors to Actualized Philanthropy,” we examine these questions critical to understanding and amplifying individual giving. The report is based on conversations with… Read More

Emotionally Invested: Stories of Impact Investing

Posted on December 20, 2017 by Tiedemann Advisors

For example, an investor who may be concerned about the effects of climate change, may seek to reduce the exposure to fossil fuels in their investment portfolio, reinvesting the proceeds in either alternative forms of energy or in other investments. Others may choose to invest in solutions designed to increase options for affordable housing. With impact investing – it is… Read More