The impact pioneers have proven that sustainable and stakeholder-focused companies can also achieve market rate risk & return profiles. What are the barriers to replicating those successful models at scale? How do we learn from the traditional asset managers who have long mastered the ability to launch a product that fits nicely on the shelves of bank or brokerage firms to be seamlessly delivered to the end consumer?

Each working group will refine the scope of the project and announce the project's initial deliverables at SOCAP17 in San Francisco. Throughout the project, we will post updates, notes, and reports from each working group to give interested parties insight on how the project is progressing. Accordingly, some of the notes posted will not be fully fledged out ideas, concepts, or recommendations, but rather broad discussion points.