Impact Investing guru David O'Leary joins Jason for a look at the tools financial advisors have available for clients who want to introduce values into their financial plans.
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Supplementary Materials:
Kindwealth
Impact Investing
Moving Beyond Modern Portfolio Theory: Investing That Matters
Geenees
NEA
Adasina Social Capital
NEI Investments
Calvert Institute for Responsible Investing
Vancity
Rally Assets
SVX
CNote
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