Shifting capital from traditional investing to impact investing

Total Impact is a multi-city convening series providing practical impact education and strategies to advisors, investors, family offices, wealth managers, and HNW individuals who are interested in aligning their investments with their values and mission.

“Total Impact Philadelphia was one of the best-curated conferences I’ve been to in a long time – and I’ve been to a lot of conferences.”

About the Total Impact Virtual Series

The COVID-19 pandemic has shone a light on the societal challenges and economic inequalities facing our most vulnerable populations, laying bare the need for private sector investment in solving these challenges. With the past decade of growth in impact investing coinciding with the longest bull market in history, many investors have questions about how impact products will perform during the period ahead. The Total Impact Virtual Series will tackle this question from a variety of angles and across asset classes.

Total Impact Virtual Series  |  Upcoming Event TBA

Stay tuned for more information about the next event.

Total Impact Virtual Series  |  Performance of ESG and Sustainable Funds

This conversation focused on the performance of ESG and sustainable funds during the current market volatility. How are they performing relative to market benchmarks? Why has the “S” been the hardest to adopt? Are investors pulling back from impact in favor of “safer” investments or increasing their allocations to impact?

Speakers

Catherine Banat
Managing Director of Responsible Investing
RBC Global Asset Management

Jon Hale
Head of Sustainability Research
Morningstar

Matt Patsky
CEO
 Trillium Asset Management

Leslie Norton
Senior Editor
Barron’s Magazine

Sponsors and Partners

Lead Sponsor

Presenting Sponsors

Network Partner