From 2016 to 2018, social and sustainable investing increased 38 percent1, with 80 percent of women and 85 percent of millennial investors showing interest in impact investing.2
At Cambridge, we have built a collection of resources built to help advisors meet the Environmental/Social/Governance (ESG) and Faith-based Investing needs of their clients through learning, researching, and networking.
These resources include: CAAP®3 Strategies, Product Database, WealthPort® UMA Exclusionary Screening, Impact Cash, Donor-advised Funds, Education Resources, and Cambridge Nation.
Contact our Client Solutions Team to learn more about Social and Sustainable Investing
Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.