New MMI Report on Impact Investing – June 2015

MMI is pleased to present a special report on Impact Investing, produced in conjunction with Bill Burckart of Burckart Consulting, entitled Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client Demand. A follow-up to a paper in the MMI Reports series published in May 2014, the report offers greater clarity on how to link social and environmental impact with existing wealth management activities in the financial services industry. It is based on a series of in-depth interviews with key senior executives and includes essays contributed by leading practitioners, including MMI members Merrill Lynch and UBS.

Click here to download an executive summary of key findings.

Click here to download the full report

We will be mailing hard copies of the executive summary to our primary contacts at all member firms.