Personal Guide Project
We're working with an awesome group of collaborators to produce a personal guide to purposeful investing - based on our journey. Check out the plan and updates here. Get in touch if you'd like to learn more.
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Project Mission
...To simplify the daunting task of making impactful financial decisions
and
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...To motivate individual investors and their networks to take actionable steps in aligning their values and wealth with climate change solutions.
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Project Objectives
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Educate and Empower Investors to Act for the Environment
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Engage a broader audience in Climate Action
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Offer Practical Resources and Tools for Investors
Start Where You Are.
We're in this Together.
Enjoy Your Journey.
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Target Audiences
Individual Retail Investors of 'Some Net Worth'
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Those with existing investments who wish to shift toward purposeful investing and engage more deeply with their financial advisors.
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Activists and philanthropists who want to identify financial tools best suited to fostering large-scale systemic change.
Financial Advisors and Asset Managers
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Professionals who want to better understand evolving investor demands, especially as they pertain to impact investing.
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Planned Timeline
The development of the guide is going through the following phases:
1. Research and Initial Drafting:
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Conduct industry research, compile expert insights, and draft core content.
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Invite industry expert contributions
2. Content Review and Revisions:
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Review draft with financial experts, investors, and focus groups.
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Revise based on feedback.
3. Finalisation and Design:
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Finalise content and work with graphic designers to produce a visually appealing guide.
4. Launch and Dissemination:
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Publish the guide through digital platforms
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Distribute to relevant networks and organisations.
Project Updates can be viewed here:
Content Overview
Introduction
Our Story and why we asked the question, can we do better with our money?
Explore the Map
Understanding impact through wealth management, impact investments, and philanthropy
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Identifying Financial Vehicles​
Role of the Individual
Levers at Play: Government, Business, Finance and the Individual
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Changing Attitudes Toward Wealth, Investment and Giving
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Power of Generosity
Tool Kit:
Preparation for Your Journey
Our Portfolio: What works for us
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Examples & Case Studies:
How the vehicles work for an individual with an impact lens in practice
Your Map:
Spectrum of Capital
Introduction to Spectrum of Capital
Start Where You Are
Meeting the Climate Challenge today where you are now, with what you have to offer.
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Envisioning a Future Worth Investing In
Start Where You Are
We are all in this together
Enjoy the journey