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Why Designing Impactful Investments in tandem with the Community Leads to Healthier, More Sustainable, and More Relevant Impact Investments

Matt Stratford May 19, 2021

Financial services companies have often prioritized the creation of one-size-fits-all impact investing solutions. For underserved communities across the country, these products may not always best address these communities’ needs or work towards resolving the foundational challenges they face.

In contrast to designing products in a vacuum, impact investing products that are designed in concert with the communities they serve are more resilient, sustainable, and likely to succeed. 

Co-creating financial products with community input not only leads to a greater degree of impact but also helps investors avoid making critical mistakes, like making a product that does not address the most pressing needs of a community. 

Listen in on this panel to learn more about how you can bring the orientation from product creation from the boardroom to main street and how that shift has a significant reward when it comes to driving sustained positive change. 



Meta Themes

  • Impact Investing

  • Equity & Inclusion

  • Sustainable Development


Intentional design in impact investing

Purpose and Desired Outcome

Attendees will learn about the specific benefits of designing impact investing products in tandem with the communities they serve.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Corporate & SME


  • NameDanielle Burns
  • TitleVP & Head of Business Development
  • OrganizationCNote
  • StatusConfirmed
  • NameKimberly Jones
  • TitleManager, Investor Relations
  • OrganizationSelf-Help Federal Credit Union
  • StatusConfirmed
  • NameJosé Quiñonez
  • TitleFounder and CEO
  • Organization Mission Asset Fund
  • StatusInvited
  • NameJasmine Rashid
  • TitleDirector of Advocacy & Strategic Partnerships
  • OrganizationCandide Group
  • StatusInvited
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