Date: November 29, 2022
Time: 12 PM ET
Recent announcements from universities like Princeton, San Francisco State University, and Coventry University demonstrate the ways higher education institutions are taking action and moving investments to better align with their values.
A critical first step to implementing a values aligned investment strategy is to find the right financial advisor who can integrate both your mission and financial goals into a successful investment strategy. 73% of investors say that the most important quality when selecting an advisor is “depth of direct impact investment knowledge and experience” (TIAA). Yet despite this interest, 40% of investors say the main challenge to increasing their allocation to impact is “difficulty sourcing credible investment advice” (Rockefeller Foundation).
IEN has partnered with ValuesAdvisor to help members overcome these challenges. ValuesAdvisor is a platform that aggregates information from the sustainable investing field to create a searchable list of the top financial advisors who deliver both financial and environmental/social returns.
Lisa Renstrom, Co-Founder and Head of Partnerships at ValuesAdvisor, and Kate Simpson, Co-Founder & Director of Advisor Outreach at ValuesAdvisor, took a deeper dive into the platform and gave participants the chance to questions and plan next steps at your institution.
Kate Simpson, Co-Founder and Director of Advisor Outreach
Lisa Renstrom, Co-Founder and Head of Partnerships
You can learn more about the platform, the other groups it’s partnered with for added exposure for your firm, criteria and associated fees here.
You can view a brief infographic on accessing the platform here.
To learn more, please reach out to Kate Simpson, Head of Advisor Outreach: [email protected].