Impact

We strive to understand and optimize the impact of our work in the world with our ongoing impact measurement efforts.

Since our inception, our focus has been on addressing the challenging questions in sustainable finance and helping individuals and financial professionals maximize their impact.

This year, we are continuing to evaluate the effects of our work by running our Impact Measurement Project again, with the support of external consultants. Stay tuned for our upcoming Impact Report – the measurable footprint of everything our entire organization exists to do: drive positive change.

270+

wealth holders in our alumni community

62%

of alumni report an increase in assets moved

$32bn

of assets moved to impact as a result of Impact Investing for the Next Generation program alone (estimate extrapolated from 2023 alumni data)

Impact story How Ayaana got her father on board

Alum Ayaana was very excited after the CSP program she took but found it hard to pass on her enthusiasm for impact investing to her family. Nevertheless,...

Impact story How Max combines his passion for VC and CO2 removal

Interest in clean tech paired with a growing knowledge of impact investing, brought alum Max to build his own Venture Capital firm around carbon removal....