Total Impact Archives - SOCAP Global

Investing in Change at the 2022 Total Impact Portfolio Challenge

Meet the Winning Portfolio Presenters This article was originally published by Wharton Social Impact Initiative. Learn more about the challenge on the Total Impact Portfolio Challenge website. You can also review the winning teams from the 2021 Total Impact Portfolio Challenge

Read More
Leading Graduate School Student Teams Tasked with Building an Impact Portfolio

Total Impact Portfolio Challenge Finalists Present Their Peach Foundation Portfolios Many of the individuals who will drive the future of impact investing are currently studying at colleges and universities. A collaboration between Wharton Social Impact Initiative and SOCAP Global, the

Read More
Top 20 of 2020: Conversations to Help Us Transition to a Better Future, Together

The Year Provided Deeper Looks Into Impact Investing, Dismantling Structural Racism, and Building a Regenerative Future Our work at SOCAP Global is rooted in radical collaboration. By bringing together diverse perspectives to work toward collective, inclusive action, the conversations we

Read More
Mobilizing Donor-Advised Funds Towards Impact Investments

Donor-Advised funds (DAFs) represent a significant and growing pool of capital, now totaling $120B. However, approximately 80% of DAF assets are still invested passively and do not immediately fulfill their charitable purpose. In the wake of unprecedented economic fallout from

Read More
Total Impact Virtual Series | Impact Investing as a Catalyst for Growth in 2020

Total Impact Virtual Series  |  Impact Investing as a Catalyst for Growth How is it possible that even with a pandemic, civil unrest, and the inability to meet clients in person, certain advisors are growing their assets and expanding their

Read More
Total Impact Virtual Series | Performance of ESG and Sustainable Funds

Total Impact Virtual Series  |  Performance of ESG and Sustainable Funds This conversation focused on the performance of ESG and sustainable funds during the current market volatility. How are they performing relative to market benchmarks? Why has the “S” been

Read More
Meeting Student Demand for Impact through the Total Impact Portfolio Challenge

For the second year in a row, Total Impact and Wharton Social Impact Initiative have collaborated to produce the Total Impact Portfolio Challenge. To win the Challenge, teams of graduate students from all over the United States are competing to

Read More
Meeting Student Demand for Impact: Wharton Social Impact Initiative on the Total Impact Portfolio Challenge

For the second year in a row, Total Impact and Wharton Social Impact Initiative have collaborated to produce the Total Impact Portfolio Challenge. To win the Challenge, teams of graduate students from all over the United States

Read More
Bank of America and the Total Impact Portfolio Challenge: A Conversation with Devin Taylor

For the second year in a row, Bank of America has provided wealth management associates to serve as coaches and to provide skills-based volunteer guidance to the student teams. Devin Taylor, Vice President on the Sustainable Investing Team at

Read More
Impact Investing Resources for Financial Advisors

Financial advisors have an unparalleled opportunity to help create widespread positive impact through market-based solutions. To help train the next generation of financial advisors, wealth managers, and financial services providers in how to execute impact portfolios across asset classes, Total

Read More
A List of Top Impact Investing Resources for Financial Advisors Inspired by the Total Impact Portfolio Challenge

Financial advisors have an unparalleled opportunity to help create widespread positive impact through market based solutions. To help train the next generation of financial advisors, wealth managers, and financial services providers in how to execute impact portfolios across asset classes,

Read More
Financial Advisors are on the Front Lines of Democratizing Access to Impact Investing: Experts Weigh in on the Future of the Industry

Financial Advisors will play a key role in democratizing impact investing for the retail market. A panel of industry experts, including Jackie VanderBrug, the Head of Sustainable and Impact Investment Strategy at Bank of America–who will be speaking at Total

Read More
Join the SOCAP Newsletter!