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.
1USIFF Forum for Sustainable and Responsible Investing, 2018 Trend Report
2Morgan Stanley Institute for Sustainable Investing, Sustainable Signals: New Data from the Individual Investor, 2017
3CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.