Sustainable, Responsible Impact (SRI) investing offers the tools for institutional investors to take a step towards aligning their mission and values with their capital.
We can help your staff and trustees:
Come up to speed on the SRI / ESG / Impact investing with a Landscape Consultation (2 hr.)
Identify impact investments and/or portfolios with purpose that align with your institutional goals.
Craft an impact investing strategy and talking points to work with your personal financial advisor.
Support new investment manager selection process with RFP language that will aid your search for a new investment advisor who is best suited to support your interest in Sustainable, Responsible, Impact (SRI) investing.