How to Add Impact Investing to Client Portfolios Through CDFI Loans
These loans can steer money to communities and causes that clients care about.
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There are many more ways to incorporate environmental, social, and governance investing into client portfolios than just mutual funds, and one of them has been around for decades: Community Development Financial Institution loans. Through putting their money to work backing CDFI loans, clients can steer money toward the communities, businesses, and causes they care about.
Phuong Luong does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.