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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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CNote’s platform makes it seamless.
“CNote gave us a simple, scalable way to support our mission while maintaining financial returns. For corporations seeking to make a meaningful difference, this approach offers a powerful way to create stronger, healthier communities without compromising on performance.” — Jeffrey Whitford, Vice President, Sustainability & Social Business InnovationLife Science | Strategy & Transformation, A business…
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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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CNote Quarterly Impact Report Q4 2019
Download and view CNote’s Q4 Impact Report. In this report you’ll see: An update from the CNote CEO Details on our quarterly impact Updates on new partners and products Example of a recent impact story
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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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CNote’s Wisdom Fund allows me to make a tangible impact while staying true to my investment principles
“As an investor focused on women’s empowerment and financial independence, I see the Wisdom Fund as a values-aligned opportunity to put capital towards solutions that challenge existing biases in finance. It’s not just about returns; it’s about supporting entrepreneurs, particularly women and People of Color, who lack the traditional networks and backgrounds to open doors.…
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Change Makers Interview: Sonya Dreizler of Solutions With Sonya
Sonya Dreizler has made a career of helping people and institutions align their investments with their values. The speaker, author, consultant and all-around subject matter expert is the founder of Solutions With Sonya, a company that helps financial services firms to drive successful rollout and adoption of impact investing, SRI, and ESG solutions. Sonya is…
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Change Makers Interview: Marco Vangelisti
When Marco Vangelisti, a member of a successful investment management team, peeked under the hood of the investment portfolio the team was managing, he was shocked to learn that some of the best-performing stocks in the portfolio were funding the destruction of hundreds of thousands of acres of orangutan-inhabited rainforest in Southeast Asia. Marco left…
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CNote Partners with Natural Capital Investment Fund
Fintech firm focused on financial inclusion partners to become new capital source for loan fund serving central Appalachia and the Southeast. CNote has entered into a partnership with the Natural Capital Investment Fund (NCIFund) that will allow NCIFund to access new investor capital aligned with NCIFund’s mission of catalyzing environmentally and socially responsible business development, sustainable…
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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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Where finance meets impact.