The first step is clarifying your impact priorities—whether centered around climate, education, housing, health, or another key issue—and defining your geographic and sector focus.
From there, you can seek out curated opportunities through established networks and intermediaries, starting with impact funds or managed portfolios to reduce complexity.
Joining investor networks and working with experienced advisors ensures you build knowledge and connections while achieving meaningful impact — and without needing a full internal team.
While not an exhaustive list, here are some well-known advisers and intermediaries that can help you get started on the next step in your journey.