Values-Based Investing with Ethic

This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic. 

Anthony explains Ethic's approach to working with endowments and foundations, highlighting the importance of understanding an organization's mission and values.  

He and Heather also discuss the challenges and opportunities in the impact investing space, like:

• Emphasizing the importance of working with trusted advisors
• Focusing on education
• Transparency
• Community engagement

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