Special Report on Impact Investing – May 2014

Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management

We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and strategy firm, entitled Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management.

Can the financial services industry harness impact investing in ways that are both commercially viable and socially transformative?

The report examines the motivations, dimensions, issues, and opportunities that investors and financial services firms encounter when creating impact investment programs. Based in part on results from a recent survey of MMI member firms and a series of in-depth interviews with key senior executives, the report seeks to go behind the headlines and hype the sector has recently been generating to illuminate why financial institutions continue to struggle with the different elements of impact investing and lay out a possible path forward.

MMI members may download the report.

Also, mark your calendar and join us on Wednesday, May 14th at noon Eastern time for a special Net Meeting with William Burckart of Impact Economy, author of the report. Bill will discuss the report’s key findings with a panel of impact investing experts.

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