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How to Add Impact Investing to Client Portfolios Through CDFI Loans

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. 

I first learned about CDFIs early in my career in financial services while leading workshops for financial counselors who were working with low-income clients for the first time. Some workshop participants worked for local CDFIs, and their clients had goals such as buying their first homes or starting and growing small businesses. 

Read more from the Morning Star here>>>