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Sustainable Impact Investing – Aligning Your Investments with Your Values

Individuals are increasingly interested in targeting investments that achieve positive environmental and social, as well as financial, outcomes. Rather than detracting from financial performance, significant evidence suggests that companies with strong ESG (Environmental, Social, and Governance) records can outperform. So how do you go about doing this? In addition, what are the important factors to consider? This class will give you an understanding of what Sustainable Impact Investing is (and what it is not), and help you develop a portfolio that reflects what is important to you.

After completing this course, participants will be able to:

  • Differentiate between various forms of Sustainable Impact Investing.
  • Explore current trends in Sustainable Impact Investing.
  • Assess their goals for this type of investing strategy.
  • Incorporate Sustainable Impact investing into their personal investment strategy.

Course Content


What will be covered:

Sustainable Impact Investing – What is it?

  • Definitions and Terminology (ESG, United Nations Sustainable Development Goals, etc.)
  • History
  • Common Myths and Misconceptions
  • Why is Sustainable Impact Investing Important Now
  • Current Trends

Implementing Sustainable Impact Investing
  • Practical Applications – Guest Speaker from former member of local Impact Investing firm
  • Discovering Your Impact Objectives – What Do You Care About
  • Assessing Your Current Financial Goals and Investment Strategies
  • Aligning Your Portfolio – Getting Started, Evaluation and Comparison of Investment Solutions
  • Wrap up – Next Steps / Resources