Community Investing With CNote

12/16/20 • 35 min

CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.

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Charitable Giving with ImpactAssets

Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.

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Morningstar's Sustainability Research and Metrics

Learn how Morningstar is helping investors make better-informed decisions and invest in ways that are meaningful to them. We also hear from a portfolio manager that is applying a gender lens to her investment process and why the “S” component of ESG is so important. This episode features Dr. Jon Hale from Morningstar and Ms. Diane Sobin from Cary Street Partners.

Investing Forward - Community Investing With CNote

Transcript

Linda Rogers: [00:00:00] My name is Linda Rogers, and this is Investing Forward.

Linda Rogers: [00:00:22] Banks play an essential role in our economy by lending money to people and businesses. When people have access to a mortgage, a small business loan or workforce training, it has been proven to spur economic growth, which can build and support a thriving, equitable community. The problem is that not everyone has access to these products and services t