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CNote CEO Catherine Berman Selected for InvestmentNews’ 2020 Icons and Innovators List
The entire CNote team is proud to announce that Cat Berman, our brave and inspiring leader, was selected as one of ten innovators driving change in the financial services industry! Read the full release below. OAKLAND, Calif., February 13, 2020 (Newswire.com) –InvestmentNews has recognized Catherine Berman as a 2020 Icons and Innovators honoree. Catherine was…
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List of 2020 Institutional Impact Investing Conferences
We’ve rounded up some of the largest Impact Investing events around the United States for institutions and those in financial services that are interested in learning more about effecting change with their dollars. These events afford great opportunities to learn from and collaborate with like-minded investors in an inspiring setting. We hope to see you…
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What You Need to Know About Social Investment
Social investment, also known as socially responsible investing, social investing, and impact investing, allows investors to align their values with investment strategies that positively impact social issues while generating a financial return. Social problems such as natural resource preservation, better education and healthcare, animal welfare, corporate responsibility, inequality, and climate change are attracting those that…
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Impact Investing Glossary
Core Financial Terms At times, personal finance can seem like a whirl of unfamiliar jargon. What are the distinctions between terms like ‘Impact Investing’ and ‘SRI’? We put together this glossary of terms as a reference point for anyone who is interested in learning more about the ins and outs of finance and impact investing…
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Positive and Negative Investment Screening Explained
If you have explored socially responsible investing (SRI), then you might also be familiar with the concept of investment screening. Socially responsible investing, a form of impact investing, is a strategy used to align investments with social goals. Investors understand that their money can produce positive outcomes in more than just a financial sense by…
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Making an Impact: How to Invest in Community Development Financial Institutions (CDFIs)
Large banks and foundations have been investing in community development financial institutions (CDFIs) for decades. But until recently, investing in CDFIs was challenging and usually limited to all but experienced large banks, foundations, and some high-net-worth investors. Now technology platforms like CNote are allowing investors of all types to easily deploy capital across a diverse…
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Change Makers Interview: Leslie Goldman of The Artemis Fund
Change Makers Interview: Leslie Goldman of The Artemis Fund Slowly but surely, Leslie Goldman is helping to change the face of Venture Capital (VC). After more than 25 years as a corporate lawyer and three years recruiting C-suite legal executives, Goldman started The Artemis Fund with Diana Murakhovskaya and Stephanie Campbell. It’s one of a…
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Meet Jamar Kirk, The Entrepreneurial Life Coach Breaking The Cycle Of Poverty In His Community
Jamar Kirk didn’t have to think too hard about what to name his new business, which provides consulting, coaching, mentoring, and resources to often marginalized and at-risk demographics of his community — a community that struggles with violence, drug use, and a 50 percent high school attrition rate for minority students. After all, that’s just…
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The History of Socially Responsible Investing
Many investors are choosing to align their portfolios with their personal values, using their investments to make a positive impact. While socially responsible investing might seem like a new phenomenon due to its rapidly growing popularity, its earliest origins trace as far back as the first books of the bible. The History of SRI The…
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Ignoring The Tired Tropes of Personal Finance
Recently you’ve probably seen headlines about how you could be a millionaire if you just stopped buying coffee, eating out or paying for a gym membership. There’s merit to being mindful about your spending, but recently some of the claims coming out of the personal finance world appear to be more focused on click-baity headlines…
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