Practice Management

Practice Management Solutions

Social and Sustainable Investing

Social and sustainable investing is investing with a purpose. Over a quarter of all professionally managed assets in the United States were invested according to these principles.1 Now, you can help clients incorporate social and sustainable investing into their portfolios.

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.

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

Contact a Business Development Director to learn more about Cambridge Social and Sustainable Investing.
Download our Social and Sustainable Investing brochure.