Impact Financial Planners Blog

We regularly give the online community updated tips and financial advice. Be sure to check back frequently for our latest episodes and posts.

Advocacy and Impact

Two presentations from the Sustainable, Responsible, Impact Investing Conference. Economic Forcast Tax reform will produce more equity inequality Add $1.5 trillion to deficit 2017 actual 2018 prediction GDP 2.1 2.6 Inflation 1.3 2 Unemployment 4.2 3.7 Fed...

Mapping the Future of Responsible Investing

Two presentations from the Sustainable, Responsible, Impact Investing Conference. There are very few Sustainable, Responsible, Impact 401ks Getting Environmental, Social, Governance (ESG) in 401ks is difficult Need to get in front of CEOs Almost no SRI...

ESG Integration into a Portfolio

Two presentations from the Sustainable, Responsible, Impact Investing Conference. ESG Integration into a Portfolio Advantages and differences in using environmental, social and governance (ESG) factors in both active and passive investments, as well as...

SRI / ESG Mutual Fund Ratings

Things Everyone Should Know About Mutual Fund SRI/ESG Rating Environmental, Social, Governance (ESG) and Socially Responsible Investing (SRI) Ratings, reporting, and data sets are increasingly available and used to help investors understand how different...

Sustainable Development Goals (SDGs): the Future

Three presentations from the Sustainable, Responsible, Impact Investing Conference. Sustainable Development Goals (SDGs): Roadmap to a Truly Sustainable Future For the first time, we all have a universal framework within which every company and every...

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