Impact Report

Overview

The report describes the firm's expansion to twenty investment professionals across eleven states and highlights $35,000 donated to forty nonprofits. It reports $354M in ESG-screened funds and more than $63M invested in community finance products. The report estimates 2018 related carbon emissions at approximately 14.4 tons and records a commitment to offset necessary travel emissions in 2019 and beyond.

Document

Report type: Sustainability Report
Class: Dedicated
Scope: Full report
Fiscal year: 2018
Language: English
Pages
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