Join Lisa Renstrom, Co-Founder and Head of Partnerships at ValuesAdvisor, and Kate Simpson, Co-Founder & Director of Advisor Outreach at ValuesAdvisor, to take a deeper dive into the platform, ask questions, and plan next steps at your institution.
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 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.
