Vision

We believe the financial system that will work for the future will have sustainability and responsibility at its heart – led by the actions of individuals inspired to make this a reality.

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PRODUCT DESIGN

Financial products and services serve the long-term real needs of the real economy.

FINANCIAL ANALYSIS

Social and environmental factors are integrated into financial analysis and decision-making.

ORGANISATIONAL STRUCTURE

Accountability and compensation structures align professional success with the creation of long-term sustainable value.

ENGAGED AND FULFILLED PROFESSIONALS

Individuals working in finance feel their careers and industry are aligned with their personal values and the purpose of finance in the world.