SV2’s ‘Invest with a Purpose’ Learning Session series picks up where our Aligning your Portfolio with Your Values session left off in the fall of 2014. Lots has been changing in the impact investing field and this session will provide a good overview, as well as examine in depth exactly what one would do if they wanted to align their public investment portfolio with their values.
This “how to” session will look at such questions as: What returns can I expect? Is there real impact in the public markets? Where do I find funds aligned with on my own values (e.g., climate change, education, gender equity, etc…) and how should I evaluate them? This session is relevant regardless of your experience level or portfolio size.
Take a test drive: Not yet a partner and interested in attending? Just RSVP for the event as a prospective Partner. Contact us with other questions.