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A New Hope:
High-Conviction Portfolios with Large-Scale ImpactArticle by Julianne Zimmerman This article is the first in our three-part series, So You Say You Want Impact — next up: Choose Aligned Returns. For decades, investment advisors have told impact-seeking clients that values-aligned investing just isn’t practical as a core strategy. They have advised, “You won’t love what’s in your public markets portfolio… -
Choose Aligned Returns
Article by Julianne Zimmerman This article is the second in our three-part series, So You Say You Want Impact — read the previous installment, A New Hope, or jump to our next installment, Raise Your Impact Expectations. Just like in any field, there are persistent misconceptions in investing. Some are so widespread and deeply rooted that… -
Raise Your Impact Expectations:
Transform Public Companies and FinanceArticle by Julianne Zimmerman This article is the third in our three-part series, So You Say You Want Impact. Read previous installments A New Hope and Choose Aligned Returns. If you’ve read this far in our So You Say You Want Impact series, you are probably either an investor who already has defined impact objectives,…
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