Confluence Philanthropy is pleased to release its latest resource guide, Finding Your Way to the Right Impact Investing Advisor.

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:

Profiles for some of the selected top impact investment advisory firms in the U.S. that offer guidance and investment options across all asset classes
Direction about how to approach a potential advisory firm and what questions to ask about the services they offer
A section about public equities and impact, including resources to help engage through shareholder resolutions
Explanation about the differences between investment advisors, asset managers, consultants, and others
An in-depth glossary and links to additional resources

For $199, you can purchase the report - which is only available in hard copy - and we'll be happy to include an additional copy at no extra charge. Just click the green "GET TICKETS" button above and complete your order on the following page. Or, by becoming a Confluence member, you can receive up to two complimentary copies (and extra ones for only $20/each), as just one of many discounted and exclusive benefits of joining the Confluence community.

For more information on our membership program and options, or questions about ordering the guide, please contact Hannah Erickson, Membership Cultivation and Development Manager, at hannah@confluencephilanthropy.org.

For questions about the content within the guide please contact Kate Simpson, Research Associate, at researchassociate@confluencephilanthropy.org.

Confluence's "Finding Your Way to the Right Impact Investing Advisor"