How To Navigate ESG and Mission-Aligned Investing

Do you intend to incorporate ESG investing into your portfolio but don’t know where to start?

As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhelming for investors to navigate this ever-changing landscape!

In this episode, Bob DiMeo and Devon Francis speak with Sarah Hinman, CPA/PFS, CFP®, CSRIC®, Senior Consultant at Fiducient Advisors and co-chair of the firm’s Mission-Aligned Investing Committee. They explore the current landscape of ESG and Mission Aligned Investing (MAI).

You’ll discover:

  • How nonprofits and investors can incorporate Mission-Aligned and ESG investing 
  • Why MAI and ESG investing are never an all-or-nothing approach
  • The first step for nonprofits to get started with MAI — honing in on their values
  • What the future of ESG investing looks like
  • And more!

Related: How Nonprofits Can Add “Sustainability” to Your Endowment with Dr. Troy Hammond