Can you shape your investment portfolio using your personal or philanthropic priorities? What kind of impact would this have on your returns? What tools are available to explore this approach? How could you measure your results?

Known under many names such as “Impact Investing,” “Sustainable Investing,” and “Double Bottom Line Investing,” the concept of incorporating personal values into investment choices is attracting an unprecedented amount of attention, research and debate. Enormous financial resources are being committed already to these strategies, despite worldwide market conditions that might discourage innovation. This is a true evolving investment frontier.

If you’re curious, passionate, or frustrated trying to make sense of this labyrinthine topic, join us for sharing of data, ideas and thought leadership.

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