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
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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?
Tool Kit: Spectrum
Introduction to Spectrum of Capital
Current Trends
What is happening: current trends of giving/investment in order to help individuals understand context and how to enter the conversations?
Tool Kit: Tools
Identifying Financial Vehicles

How the vehicles work for an individual with an impact lens
Role of the Individual
Levers at Play: Government, Business, Finance and the Individual
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Why is it important for individuals to get involved?
Tool Kit: Preparation
Individual’s Preparation for an Impact Journey
Start Where You Are
We are all in this together
Enjoy the journey