Directory – Full version

Dollar for dollar, community banks and local businesses build stronger local economies and communities. Using them we can create positive social, as well as economic, change. In return, our dollars stay more local and create an economic multiplier effect.

1. Go Local – Projects, Campaigns & Locators
   1. BankLocal – Find Banks That Matter and invest in growing your community.
   2. Break Up with Your Mega Bank – Green America’s campaign to help liberate you from your mega-bank.
      1. Green America banking directory and locator
   3. Public Banking Institute – Working to implement public banking at all levels of the American economy and government.
2. Community Banks
   1. Community Development Bankers Association – The national trade association of the community development bank sector.
   2. Independent Community Bankers of America – ICBA – The nations voice for community banks.
      1. Bank Locator – Find a community bank in your area.
   3. National Community Investment Fund – NCIF – Fund that invests in mission-oriented banks in order to increase access to financial services.
      1. BankImpact Database – Custom search tool to compare social performance metrics and financial highlights for all US banks.
3. Credit Unions
   1. National Credit Union Foundation – U.S. credit union movement’s primary national charitable fundraising organization.
   2. National Federation of Community Development Credit Unions – An association of credit unions that provide safe and responsible financial services to underserved communities.

Latest Local Banking News

There are ways to invest and lend money to organizations that provided needed financing to individuals and businesses not served by banks. Many of these organizations offer business and financial education to their borrowers, which increases everyone’s chance for success.

1. Terms and Acronyms
   1. CDFI – Community Development Financial Institution, a financial institution which provides credit and financial services to underserved markets and populations
   2. Crowd Funding – funding a project or venture by raising monetary contributions or investments from a large number of people, typically via the Internet.
   3. Microfinance – financial services for entrepreneurs and small businesses lacking access to banking and related services.
      1. Described by Kiva
   4. SME – Small Medium Enterprises
2. General
   1. Community Investment Note – Calvert Impact Capital – Invest in the causes and places you care about, starting at $20.
   2. Green America: Community Investing – Economic action to build sustainable communities worldwide.
   3. US SIF: Community Investing – Get started with community investing.
   4. Social Funds – Personal finance site devoted to socially responsible investing
3. Community Development Financial Institutions – CDFI
   1. CDFI Coalition of Community Development Financial Institutions – A national network of Community Development Financial Institutions (CDFIs).
   2. Opportunity Finance Network – A national network of Community Development Financial Institutions (CDFIs).
   3. Investing in CDFIs
      1. Some CDFIs take loans from individuals wanting to make an investment
   4. Rating Systems
      1. Aeris – The information service for community investors – Aeris provides data, analysis, and advisory services that support investment in community development financial institutions.
4. Micro Finance
   1. AboutMicrofinance – A portal to the world of microfinance.
   2. MicroCapital – Publishes information on microfinance, SME investing and other forms of impact investing.
   3. MicroFinance Gateway – Your global resource on financial inclusion.
   4. MicroRate – Microfinance ratings agency dedicated to evaluating performance of microfinance institutions.
5. Local Investing
   1. Community Sourced Capital – Fund the world you want to live in.
   2. Local Investing Resource Center – A nonprofit educational and advocacy project.
   3. Locavesting – Local Investing News, Education & Resources.

Latest Community Investing News

Larger publically traded companies are realizing that sustainability goes beyond the short term bottom line financials. Their longer term viability requires value be placed on social along with environmental components of business.

1. Terms and Acronyms
   1. CSR – Corporate Social Responsibility
   2. ESG(F) – Environmental, Social and Governance (Financial) metrics
   3. Shareholder Advocacy / Activism – seeks to change corporate behavior through proposing and representing resolutions at annual stockholder meetings
   4. SRI – Sustainable and Responsible Investing, or Socially Responsible Investing
2. SRI Resources
   1. Africa Sustainable Investment Forum – An independent, pan-African, not-for-profit network, promoting investment in sustainable development across the continent.
   2. Association for Sustainable and Responsible Investment in Asia (ASrIA) – The leading association in Asia dedicated to promoting sustainable finance across the region.
   3. CERES – Investor Network on Climate Risk – A network of institutional investors committed to addressing the risks and seizing the opportunities resulting from climate change and other sustainability challenges.
   4. Eurosif – Promoting sustainability through European Financial Markets.
   5. First Affirmative Financial Network – Asset management and consulting service for investors seeking to align investments with personal values.
   6. GRI Global Reporting Initiative – An organization devoted to making sustainability reporting standard practice by providing guidance and support to organizations.
   7. Interfaith Center on Corporate Responsibility – A coalition of values-based organizations who have a goal of building a more just and sustainable world by integrating social values into corporate and investor actions.
   8. Responsible Investment Association – Canada’s leader on responsible investment.
   9. Responsible Investment Association Australasia (RIAA) – The peak industry body for professionals working in responsible investment in Australia and New Zealand.
   10. Social Funds – A personal finance site devoted to social responsible investing.
   11. SRI-connect – Where sustainable companies meet responsible investors.
   12. UK Sustainable Investment and Finance Association (UKSIF) – The membership association for sustainable and responsible financial services.
   13. United Nations – The Principles for Responsible Investment (UNPRI) – The United Nations-supported international network of investors.
   14. USSIF – The Forum for Sustainable and Responsible Investing.
   15. Your Ethical Money – One-stop-shop for green and ethical finance – UK
3. Shareholder Advocacy / Activism
   1. As You Sow – Promotes environmental and social corporate responsibility.
   2. Green America – Shareholder Activism – Holding corporations accountable.
   3. ICCR – Shareholder Advocacy 101: A Primer on Active Ownership
4. Fossil Free – Divestment from companies producing fossil (carbon-based) fuels
   1. Divest Invest – DIVEST from Fossil Fuels. INVEST in Climate Solutions.
   2. Go Fossil Free – A divestment campaign to remove financial assets from the fossil fuel industry.
   3. Green America – Fossil Free – A divestment campaign to remove financial assets from the fossil fuel industry.

Latest Sustainable-Responsible Investing News

A growing number of tools, channels, and groups to help facilitate investing in private companies looking to create social and environmental returns, along with the financial benefits.

1. Definitions and Explanations of Impact Investing
   1. Case Foundation – A Short Guide to Impact Investing.
   2. Definition from GIIN
   3. Definition from GIIRS
2. Community Development Venture Capital (CDVC)
   1. Community Development Venture Capital Alliance (CDVCA) – The network for the field of community development venture capital (CDVC) investing.
   2. Social Funds – List of CDVC funds
3. Social Finance and Social Impact Bonds
   1. Social Finance Israel – A financial intermediary that aims to provide both social and financial returns to investors.
   2. Social Finance UK – Working towards a sustainable social economy so that we can reach out and support the most vulnerable in our community.
   3. Social Finance US – Mobilizing investment capital to drive social progress.
4. Investor networks and groups
   1. Clearly Social Angels – The UK’s first angel network dedicated to businesses that create positive social change. – UK
   2. GIIN – Global Impact Investing Network – A nonprofit organization dedicated to increasing the effectiveness of impact investing.
   3. Intellecap Impact Investing Network, I3N – India’s first angel investment network focused on funding early stage impact enterprises. – India
   4. Investor’s Circle – The oldest early stage impact investing network (angel investing)
   5. Pipeline Angels  – An angel investing bootcamp and group for women, works to increase diversity in the U.S. angel investing community and creates capital for women social entrepreneurs.
   6. Put Your Money Where Your Mouth Is Community (PYMWYMIC) – Europe’s most active and longest-standing community of impact investors.
   7. Slow Money – Bringing people together around a shared vision about what it means to be an investor in the 21st Century (national and local groups).
   8. Toniic is an international impact investor network promoting a sustainable global economy by investing in entrepreneurs addressing the fundamental needs of people and planet.
5. Investing platforms
   1. asiaIIX – Impact Investment Exchange (Asia) (IIX) – Capital Markets for Social Good – Asia
   2. CapNexus – An online database that matches money and partners to community development finance opportunities.
   3. CuttingEdgeX – The Direct Public Offering marketplace connecting investors with social enterprises.
   4. GATE impact – A marketplace that facilitates the transactions of impact-focused investment products.
   5. Social Stock Exchange – An information platform for investors – Europe
   6. SVX – An impact first platform connecting social ventures, impact funds, and impact investors. – Canada
6. Investment channels
   1. Enable Impact – Where the impact community connects online.
   2. Five Fund Forum by Big Path Capital – Presents pre-screened, leading fund managers across the spectrum of Impact and Sustainability including Cleantech, Green Consumer Products, Microfinance, Impact, Energy Efficiency, and Renewable Energy.
   3. Global Impact Investment Map – GIIMAP – A collaborative platform for mapping organizations and individuals working in the impact investing field in Mexico and Latin America.
   4. ImpactAssets 50: A Global Landscape of Impact Investment Fund Managers – A free Top-50 database of experienced private debt and equity impact investment fund managers.
   5. ImpactBase – The GIIN’s searchable, online database of impact investment funds for accredited investors.
   6. ImpactSpace – An open data and resource platform powering the global impact market.
   7. Impact Investor – A portal where to learn about the significance and scale of the global impact investing market – UK.
   8. Investor Flow – An online network where impact investors can hear about deals that fit their particular interests, vetted by fellow investors
   9. MaxImpact – An web-based network designed to increase the depth and effectiveness of impact investment across the globe.
7. Visual explanation of Impact Investing
   1. Impact Investing 101 – There is a spectrum of investors, capital and enterprises.
   2. Prezi: Spectrum of Markets
   3. Liquidnet’s 2012 “Markets for Good” Challenge

Latest Impact Investing News

Evolving methods and organizations measure for sustainability in order to promote awareness and value.

1. Research, Certification and Reporting
   1. B-analytics – A flexible data platform for measuring, benchmarking, and reporting on impact.
   2. B-Corp – A network of companies using the power of business to solve social and environmental problems.
   3. IRIS – Impact Reporting & Investment Standards – A catalog of generally-accepted performance metrics that measure social, environment and financial success.
   4. GRI – Global Reporting Initiative  – GRI promotes the use of their proprietary ‘Sustainability Reporting Framework’ as a way to help organizations become more sustainable.
   5. Sustainability Accountable Standards Board – An organization engaged in the development and dissemination of industry-specific sustainability accounting standards for publicly-traded companies.
   6. Sustainalytics – A global leader in sustainability research and analysis, serving investors and financial institutions around the world.
   7. Thomson Reuters – ESG Research Data (was Asset4) – ESG information that can be integrated with traditional investment analysis.
2. Ratings, Analytics and Rankings
   1. CSRHub – A corporate social responsibility (CSR) and sustainability ratings and information database.
   2. GIIRS – Global Impact Investing Rating System –  A system for assessing the social and environmental impact of companies and funds.
   3. HIP Investor Scorecards – A scorecard system used to analyze human impact across all assets in a portfolio.
3. Indexes
   1. Dow Jones Sustainability Index – Benchmarks for investors who integrate sustainability considerations into their portfolios.
   2. MSCI Indices – Benchmarks for investors seeking exposure to companies with strong sustainability profiles.

Organizations and people who are advocates for systemic positive change with long term horizons.

1. Thought leaders
   1. Blended Value – Blended Value Map Papers from 2000-2003 – The pursuit of integrated econoimc, social & environmental value.
   2. The Capital Institute – A thought leader that uses finance to explore and effect the economic transition to a more just, regenerative, and thus sustainable way of living.
   3. CASE Foundation – Investing in people and ideas that can change the world.
   4. Global Alliance for Banking on Values (GABV) – An independent network of banks using finance to deliver sustainable development initiatives.
   5. Green America – A leading membership organization that aims to create a socially just and environmentally sustainable society.
   6. Impact Investing Policy Collaborative (IIPC) – A global network for policy research and innovation.
   7. The Hauser Institute – Initiative for Responsible Investment – Promotes the development of the theory and practice of responsible investment through research, dialogue, and action.
   8. Intentional Endowments Network – an emerging vehicle for collaboration among decision makers and stakeholders involved with various aspects of the endowment investing system.
   9. MaRS Center for Impact Investing – A social finance hub and project incubator that acts as a neutral collaboration space. – Canada
   10. The Monitor Institute – Monitor partners with mission-driven organizations to help them make the hard choices and take the necessary actions to reach a new level of impact.
   11. New Economics Foundation – UK-based think tank that promotes social, economic and environmental justice.
   12. New Economy Coalition (previously the New Economics Institute) – An organization that convenes and supports all those who might contribute to an economy that is restorative to people, place, and planet.
   13. Responsible Endowments Coalition (REC) – Student focused organization that is making responsible investment common practice amongst colleges and universities
   14. Rockefeller Foundation – A global Impact Investing thought leader
   15. Schumacher Center for a New Economics – Thought leaders that educate the public about economics that support both people and the planet.
   16. Skoll Foundation – UK-based foundation devoted to social entrepreneurs and other innovators dedicated to solving the world’s most pressing problems.
   17. Sustainable America – A public charity devoted to making the nation’s food and fuel systems more resilient and sustainable.
   18. Tides Foundation – A network that supports donor engagement, grant making, fiscal sponsorship, shared spaces, advocacy, and political engagement.

There is a an ever growing amount of informational media to share best practices and offer insights.

1. Books
   1. Conscious Investing: Practitioners’ views on holistic investing approaches 2017
   2. Real Impact: The economics of social change 2017
   3. The Clean Money Revolution 2017
   4. Making Money Matter: Impact Investing to Change the World 2015
   5. The Resilient Investor: A plan for your life, not just your money 2015
   6. A Force For Good: How enlightened finance can restore faith in capitalism 2015
   7. The Impact Investor 2014
   8. The Nature of Investing 2014
   9. The Responsible Entrepreneur 2014
   10. The Power of Impact Investing 2014
   11. Collaborative Capitalism and the Rise of Impact Investing 2014
   12. Slow Investing 2013
   13. Portfolio for the Planet : Lessons from 10 Years of Impact Investing 2012
   14. Money • Spirituality • Consciousness 2012
   15. Impact Investing 2011
   16. Locavesting 2011
   17. Local Dollars, Local Sense 2011
   18. The HIP Investor 2010
   19. Slow Money 2009
   20. Investing in a Sustainable World 2009
   21. Sustainable Investing 2008
   22. Web of Debt – 2008, updated 2012, exploding the myths about money.
   23. Soul of Money 2003
2. Magazines and News
   1. 3BL Media – News and content distribution for innovative companies.
   2. Alliance Magazine – Philanthropy and social investment news worldwide.
   3. AP Social Finance – A collection of resources, thoughts, & ideas about the Social Investment Market.
   4. CSR Wire – A digital media platform for the latest news, views and reports in corporate social responsibility (CSR) and sustainability.
   5. Ethical Markets and Green Transition Scorecard – An independent media company promoting the emergence of a sustainable, green, more ethical and just economy worldwide.
   6. FS Insight – Finance and Sustainability Magazine – Sharing what matters in finance and sustainability.
   7. Green Money – An E-journal covering sustainable business and investing since 1992.
   8. Huffington Post – News
      1. Social Impact Investing
      2. Social Responsible Investing
   9. Impact Alpha – Online investment news for a sustainable edge.
   10. Impact Investing Monthly – Newsletter featuring the best in global impact investing news.
   11. Responsible Investor – ESG and sustainable Finance news.
   12. SocialFinance.ca – A leading online community and information hub for social finance and impact investing in Canada.
   13. Stanford Social Innovation Review Magazine – Informing and inspiring leaders of social change.
   14. Triple Pundit –  A new-media company for highly conscious business leaders.
3. Articles and Papers
   1. A Conscious Approach to Building True Wealth | Centerpoint Investment Strategies 2015-2
   2. US Sustainable, Responsible and Impact Investing Trends | US SIF 2014-12
   3. Private Capital, Public Good | US National Advisory Board on Impact Investing 2014-6
   4. Spotlight on the Market – The Impact Investor Survey | JP Morgan & The GIIN 2014-5
   5. How to Do Impact Investing | World Economic Forum 2013-12
   6. Impact Investing 2.0 – The Way Forward, Insight from 12 Outstanding Funds 2013-11
   7. Evolution of an Impact Portfolio: From Implementation to Results 2013-10
   8. Impact Investing 2.0 – What $3 billion tells us about the next $300 billion 2013-9
   9. When Can Impact Investing Create Real Impact  2013-8
   10. Perspectives on Progress | J.P. Morgan & GIIN 2013-1
   11. Total Portfolio Activation | Trillium Asset Management 2012-8
   12. Gateways to impact 2012-6
   13. Impact at Scale 2012-2
   14. Ernst & Young – Leading corporate sustainability issues in the 2012 proxy season 2012
   15. Decoding Impact Investing’s Alphabet Soup of Measurement Tools 2012
   16. Impact investing: Happy returns | The Economist 2011-9
   17. A New Foundation for Portfolio Management 2011
   18. Impact Investments | J.P. Morgan 2010-11
   19. Investing for Social and Environmental Impact – Monitor Institute 2009-1
   20. Blended Value Map Papers  2000-2004
   21. Harnessing the Power of Impact Investing :: The Rockefeller … various papers
4. Movies and Documentaries
   1. Money & Life 2013
      
   2. The Money Fix 2010

The purpose of this list is to provide a few organization examples. Most of these examples and many more can be found in the amazing resources listed throughout this directory. These will hopefully inspire visitors to find organizations that are most relevant and engaging to them.

1. Local Banking
   1. New Resource Bank (Responsible) – A SF-based bank that matches an entrepreneurial spirit with a dedication to achieving environmental and social as well as financial returns.
   2. Southern Bancorp (Community) – The largest and most profitable rural development banking organization in the United States.
2. Community Investing – Community Development Financial Institutions
   1. Coastal Enterprises – One of the nation’s premier CDFIs, specializing in rural business development and financing.
   2. Pacific Community Ventures – A CDFI Investing In Small Business And Big Ideas.
   3. The Reinvestment Fund – A CDFI that finances housing, community facilities, supermarkets, commercial real estate and energy efficiency projects.
3. Community Investing – Micro Finance
   1. Accion (not currently taking individual investors)
   2. MicroVest Capital Funds – A fund that facilitates the flow of international private capital to low-income financial institutions.
   3. Shared Interest
   4. Trilinc Global Impact Fund
4. Community Investing – For profit community investing
   1. The Contact Fund – A private, mission-driven loan fund facilitating short-term financing to high-impact not for profits in New York City.
   2. Cutting Edge Capital – collaborates with visionary, courageous changemakers to bring new capital to the new economy.
5. Sustainable and Responsible Investing – Mutual Funds
   1. Green Century Funds – Mutual funds that invest in companies that are committed to a sustainable future.
6. Sustainable and Responsible Investing
   1. Additional helpful examples are listed in “Investment Professionals” section shown above
7. Impact Investing – Community Development Venture Capital
   1. SJF Ventures  – A venture fund venture fund that focuses on the resource efficiency, sustainability and technology-enhanced services sectors.
8. Impact Investing – Non-profit Finance Company and Loan Fund
   1. RSF Social Finance – Transforming the way the world works with money. Sponsor
9. Impact Investing – Investment Professional
   1. Impact Funds – A growing directory of Impact Funds. – UK
   2. SVX Mexico (Social Venture Exchange Mexico) – is an impact investing consulting firm that supports investors and entrepreneurs. – Mexico
10. Investor examples
    1. F.B. Heron Foundation –  The world has changed, so must we.
    2. Meyer Family Enterprises – Family Office, Doing Good & Doing Well

To achieve lasting change we need more deeply understand our relationship to money and all the ways we can use it as a force for good to benefit ourselves, society and the planet.

1. Relationship with Money – creating new possibilities
   1. Anastasia Impact –  Transforming Money and Meaning programs for women and millenials.
   2. Healthy Money Summit – Virtual dialogues with thought leaders in the fields of finance, economics, psychology, spirituality and more.
   3. The Logos of Money – Assist people with a better understanding of money, its role in our lives and our issues and concerns around money.
   4. Making Money Make Change (MMMC) – An annual 100-person gathering for young people with wealth who believe in social change.
   5. More Than Money – Exploring the impact of money in our lives.
   6. Nexus Youth Summit – A global movement of young people working to increase and improve philanthropy and impact investing
   7. Play Big – Inspires and informs people with large capital reserves who seek to align their money more fully with their values.
   8. Reimagine Money (RSF Social Finance) – Transforming the way we work with money.
   9. Resource Generation – Organizes young people of wealth who are committed to working for a just world.
   10. The Soul of Money Institute – Enables people to relate to money and the money culture with greater freedom, power, and effectiveness.
2. Philanthropy
   1. Bolder Giving – Give More. Risk More. Inspire More.
   2. Charity Navigator – Your guide to intelligent giving.
   3. Social Venture Partners International – The world’s largest network of engaged donors.
   4. Donor Advised Funds
      1. Triskeles Foundation – Triskeles Donor Advised Funds (DAF) provide a flexible, tax efficient vehicle to maximize donors’ charitable interests.
      2. RSF Social Finance – A charitable giving vehicle that allows an individual, family, corporation, trust, or foundation to make a tax-deductible contributions to qualified non-profit organizations.
3. Consuming
   1. Environmental Working Group (EWG) – Educating and empowering consumers.
   2. Ethical Consumer – The hub of the ethical consumer movement. – UK
   3. Green America’s Responsible Shopper – Your guide to promoting a responsible economy.
   4. The Story of Stuff Project – We have a problem with Stuff. We use too much, too much of it is toxic and we don’t share it very well.
4. Crowdfunding and investing is a quickly evolving structure that facilitates people making direct private gifts, loans and investments to individuals and businesses.
   1. The Crowd Café – An educational platform that offers crowdfunding research, resources and news.
   2. Kiva – A crowdfunding platform that allows people to lend money via the Internet to low-income / underserved entrepreneurs and students in over 70 countries.
      1. Kiva Zip – Innovations in person to person lending.
5. Personal Finance and Debt Reduction
   1. Financing Life – Create a roadmap to financial independence.
   2. Take Charge of Your Card – Move to a credit card that supports people and the planet, and gives you the convenience and benefits you need.
6. Local Economies, Sustainable Businesses and Social Entrepreneurs
   1. American Independent Business Alliance – Helps communities to launch and operate “buy local” campaigns and other programs to support community enterprise.
   2. American Sustainable Business Council – Educational programs that inform the public and policy makers about the benefits of a more sustainable economy.
   3. BALLE – Business Alliance for Local Living Economies – A network of 50,000+ community entrepreneurs and funders with a common goal of curating the emergence of a new economy.
   4. BSR – A global nonprofit organization that works with business to create a just and sustainable world.
   5. Cafe Impact – Democratizing access to careers of conscience.
   6. Green Business Network & Certification – Helps small green businesses grow the new green economy from the ground up.
   7. Local currency – Berkshares – A local currency for the Berkshire region of Massachusetts.
   8. LOHAS – Lifestyles of health and sustainability
   9. National Cooperative Business Association (NCBA) – Harnessing the power of the cooperative for over 100 years.
   10. Net Impact – A community of student and professional leaders working for a sustainable future.
   11. The Hub – A unique ecosystem of resources, inspiration, and collaboration opportunities to grow the positive impact of your work.
   12. Social Impact International – Enable social entrepreneurs worldwide to develop and grow.
   13. Social Venture Network – A community of the world’s leading social entrepreneurs working together to create transformational innovation, growth and impact.

Latest Beyond Investing News

1. Wealth Managers and Investment Companies
   1. Confluence Philanthropy – Advisors Bay – A unique database showcasing subscribing leading investment professionals.
   2. B Corp Members focused on investing – Search all B Corp certified investment institutions.
   3. Green Pages Directory – Green business directory of investing companies certified by Green America.
   4. Calvert Impact Capital – A CDFI that finances housing, community facilities, supermarkets, commercial real estate and energy efficiency projects.
   5. Clean Yield Asset Management – An investment advisory firm working exclusively with social investors.
   6. Cornerstone Capital Group – Woman-owned financial services firm based in New York offering investment banking and strategic consulting and investment management capabilities.
   7. Domini Social Investments – A woman-owned and managed investment adviser that specializes exclusively in socially responsible investing.
   8. Goodfunds Wealth Managers – Serving families and organizations investing with mission and purpose. Sustainable, responsible, impactful investing since 1986.
   9. Grassroots Capital Management – An impact investment manager based in the US, focused on eliminating poverty and strengthening communities.
   10. LOCUS  – An investment advisory firm offering a continuum of solutions that empowers place-focused foundations to invest their capital locally to build vibrant communities. Sponsor
   11. Sonen Capital – Social and environmental impact investment management.
   12. TIAA CREF – Responsible Investment – A full-service financial services company that specializes in the distinctive needs of those who work in the academic, research, medical and cultural fields.
   13. Trillium Asset Management – The oldest investment advisory firm exclusively focused on SRI. Sponsor
   14. Veris Wealth Partners – A wealth management firm dedicated to aligning money and mission.
   15. Zevin Asset Management – Pioneers in Socially Responsible Investing.
2. Investment Advisor Networks and Groups
   1. First Affirmative Financial Network – Search for a financial advisor by State
   2. Natural Investments – Our Network of socially responsible investment consultants is a national group of committed individuals who are ready to help you with your inquiries.
   3. Progressive Asset Management Network – A network of certified socially responsible investment consultants
3. Resources for Advisors
   1. EIRIS – Empowering Responsible Investment through ESG research
   2. Gateways for Impact Assessment Quiz – A quiz for advisors to see how they line up demographically with the different group identified in the research project.
   3. Greenvestment Resource Center – A subscription-based database for investment managers with socially conscious clients.
   4. Paul Ellis Consulting – Coaching investment professionals about marketing and portfolio strategies for Sustainable Investing.
   5. United Nations – The Principles for Responsible Investment (UNPRI)
   6. USSIF – Courses – Online Course on the Fundamentals of Sustainable and Responsible Investment.
4. Major Banks and Brokerage firm initiatives
   1. Goldman Sachs – Social Impact Bonds
   2. J.P. Morgan – Social Finance – To meet J.P. Morgan’s growing demand for impact investments.
   3. Morgan Stanely – Institute for Sustainable Investing – Direct capital to challenges in scalable ways.
      1. MS – Investing with Impact – A platform that offers its customers a wide range of investment strategies that help to align investments with values.
   4. UBS – Sustainable Investing – Values Based Investing
5. Consultants
   1. Talgra – Cultivating Sustainable Investments – A personal consulting service for people wanting to apply new thinking to create positive social and environmental change with their money. Sponsor
6. Helpful information
   1. Securities laws in various countries classify individuals as one of two types of investors:
      1. Accredited Investor – Wealthy individuals, family offices and organizations such as foundations/endowments and other institutional investors.
      2. Non-accredited or Retail Investor – Majority of people.
      3. Certain investments (especially impact investments) are restricted to accredited investors who have greater wealth and ability to take greater investment risk.
   2. Matching the investor type (individual, foundation, NGO, or institutional) and goals with the suitable investment types to maximize impact is an evolving process.

1. Terms and Acronyms
   1. PRI – Program Related Investing
   2. MRI – Mission Related Investing
   3. Donor Advised Funds – Charitable giving account structure, alternative to private foundations
2. Faith-Based Investing – Where faith and finance intersect
   1. The Ecumenical Council for Corporate Responsibility (ECCR) – A church-based investor coalition.
   2. Ethical Money Churches Project – Christian stewardship of financial resources and assets.
   3. Faith Focused Investing – Resources and articles.
   4. Global Donors Forum – The biennial convening of the World Congress of Muslim Philanthropists.
   5. Green Faith – Divest & Reinvest Now.
   6. Interfaith Center on Corporate Responsibility (ICCR) – Through the lens of faith, ICCR builds a more just and sustainable world by integrating social values into corporate and investor actions.
   7. JLens Investor Network – Responsible & Impact investing through a Jewish lens.
   8. LAVAN – is a global community bringing together Jewish values and the power of business and investing to repair our planet.
   9. The Unitarian Universalist Association (UUA) – Committee on Socially Responsible Investing (CSRI).
      1. Ten Things All UUs Should Know About Socially Responsible Investing – 2013
   10. Wisdom and Money – Engaging with money as a doorway to spiritual transformation.
   11. Your Faith Your Finance – A guide to money, faith and ethics.
3. Resources for Foundations: Blending investment and mission (PRI & MRI)
   1. Calvert Foundation – Investments for the social good. Sponsor
   2. Council on Foundations – Impact Investing – Supports philanthropic organizations advancing the Common Good.
   3. Confluence Philanthropy – Provides technical assistance to enhance the ability of foundations to align the management of assets with organizational mission.
   4. LOCUS  – An investment advisory firm offering a continuum of solutions that empowers place-focused foundations to invest their capital locally to build vibrant communities. Sponsor
   5. Mission Investors Exchange – A community for philanthropic innovators to exchange ideas, tools, and experiences to increase the impact of their capital.

Many organizations listed throughout this directory have their own single day events or multi day conferences as well.

1. Specific Events
   1. CEE Impact Day – Impact Investment in Central and Eastern Europe
   2. Global Impact Forum – An annual conference that facilitates partnerships that build a more sustainable, equitable and inclusive global economy – Zurich, Switzerland.
   3. Healthy Money Summit – Virtual dialogues with thought leaders in the fields of finance, economics, psychology, spirituality and more.
   4. High Water Women – Investing for Impact Symposium – An Impact Investing initiative with a Symposium for Family Offices, Foundations and Endowments – New York, NY
   5. Impact Capitalism Summit – Learn how to deploy capital to make a positive impact while still maximizing returns.
   6. Impact Days – PYMWYMIC annual Impact Days gathering – Europe.
   7. Impact Forum – Asia
   8. Investing for Impact – Mini-conferences designed to educate investors and investment professionals.
   9. Investors’ Circle – A nationwide pitch events to match social entrepreneurs with prospective investors.
   10. Sankalp Forum – Global conferences convening global inclusive development dialogues with entrepreneurs, impact investors, corporates & governments. – India
   11. SOCAP Social Capital Markets – A nationwide conference at the intersection of Money + Meaning.
   12. SocialFinance Forum – Annual social finance conference – Toronto, Canada.
   13. SRI Conference – The premier conference on Sustainable, Responsible, Impact Investing.
   14. Sustainatopia – An annual conference on the ecosystem of sustainability
   15. TBLI (Triple Bottom Line Investing) – 25+ global conferences on Environmental, Social and Governance (ESG) and Impact Investing.
   16. Wealth and Giving Forum– Annual event to promote greater generosity among individuals and families of significant means and to make more resources available for good causes. – New York, NY
2. Live calendars for events (including sustainable business and social entrepreneurs), organized and maintained by:
   1. Green Money Journal – A global calendar of events in the sustainable business and investing industry.
   2. GIIN – A global calendar of events on impact investing.
   3. Alliance Magazine – A global calendar of events relevant to philanthropists and social investors.

There are a growing number of schools that offer Sustainability based MBA and executive programs that include finance, banking and investing

1. Educational Institutions offering courses & programs in SRI & Impact Investing
   1. Bard MBA in Sustainability – one of a select few graduate programs globally that fully integrates sustainability into a core business curriculum.
   2. Columbia University – CI3: Columbia Impact Investing Initiative – Committed to preparing leaders & professionals for impact investing & social entrepreneurship.
   3. DUKE  CASE i3 Initiative on Impact Investing – Duke University’s research and education center that promotes the entrepreneurial pursuit of social impact through the thoughtful adaptation of business expertise.
   4. Center for Social Impact Learning | Middlebury Institute of International Studies at Monterey – provides relevant learning and research programming for students interested in exploring and developing careers in social enterprise and impact investment management.
   5. Northwestern University – Kellogg School of Management, Social Enterprise and Impact Investing
      1. Morgan Stanley – Sustainable Investment Challenge – A pitch competition for graduate students.
   6. University of Oxford – Oxford Impact Investing Programme – An intensive 5-day training program for impact investing professionals.
      1. The Skoll Center for Social Entrepreneurship – Invests in, connects, and celebrates social entrepreneurs and innovators.
   7. Presidio Graduate School – MBA & MPA programs that connect rigorous management theory and practice with ecological and social awareness, systems thinking and sustainable leadership. Sponsor
   8. Stanford University, Center for Social Innovation – The center offers programs for MBA students, alumni, faculty, and field practitioners.
      1. Impact Investing Lab – Offers students an opportunity to be exposed to different approaches of funding social impact.
   9. University of Utah – James Lee Sorenson Global Impact Investing Center (SGII Center)