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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. 

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Phuong Luong does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.