ImpactAlpha, Oct. 22 – We’re deep into conference season, which has surfaced a raft of new impact investing tools, resources and reports. ImpactAlpha rounded them up:
Faith and investing
Morgan Stanley’s Jewish Values Tool Kit helps advisors guide clients in creating investment and strategic grant making portfolios that align with their Jewish values.
Impact due diligence
Pacific Community Ventures’ Impact Due Diligence Guide offers practical tips and guidance for developing and implementing impact due diligence approaches (see, “Assessing the expected impact of investments… before you make them”).
Aeris Insight’s Aeris Atlas helps asset managers and their investors collect, aggregate, analyze, and report impact and financial data. The firm’s Aeris Impact Management Assessments provide an independent evaluation of a fund manager’s impact management capacity.
Impact investing clubs
Invest for Better’s Invest for Better Circles toolkit offers an investment club model and toolkit for women impact investors.
“This toolkit is a great guide for women to get organized around their impact investing journeys and to feel empowered to take action with conviction and intentionality with a trusted circle of colleagues,” said Justina Lai of Wetherby Asset Management, which is helping distribute the guide.
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