Clients want to incorporate Social and Sustainable Investing to:

• Make a difference in the world
• Potentially receive better investment outcomes
• Align their investments with personal values

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

Cambridge Social and Sustainable Investing

At Cambridge, we have built a collection of resources built to help financial professionals 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.

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