Benefits of Membership

From organic food, to clean tech, to alternative energy, no one can deny the growth of green. With growth comes opportunity. Financial professionals like you have the opportunity to build your business by serving clients who want their investments doing double duty—making money and making a positive impact.

Joining the Greenvestment Resource Center will be just the start of your journey to a deeper understanding of the world of socially conscious investing, ESG integration (environmental, social, governance), and ways of thinking about how investors can help create a truly sustainable future.

The Greenvestment Resource Center is a portal to green, responsible, sustainable investment tools and strategies. As a GRC subscriber, you will have 24/7 access to the tools and resources you need to understand, profit from, and serve the needs of your socially conscious clients.

We are investment professionals just like you, and we understand what your clients need to know about green, responsible, sustainable investing. That’s why we’ve bundled together the resources you will need to become well versed in the green investing space—at a very affordable price.

Your clients will appreciate your expertise and you will enjoy a competitive advantage.

 

Tools and Resources

Your GRC subscription will provide you with access to a wide array of professional tools and resources designed to help you grow your business, retain clients, and remain on the cutting edge of green, responsible, sustainable investing. Click here to view the GRC invitation

IW Social Advisor.  An online resource for evaluating portfolio holdings based on personal client values and priorities. IW Social Advisor makes it easy to build a custom profile for any client, and to score any list of publicly traded companies on a client specific basis. (http://www.iwfinancial.com)

Due Diligence Reports on SRI Mutual Funds.  Get quarterly updates on most responsibly invested mutual funds that integrate ESG factors in the investment process. The analyses in these reports are based on current company and fund-specific information, and reflects First Affirmative’s 25+ years of investment and due diligence expertise.

ISS (Institutional Shareholder Services) Proxy Exchange Database.  Obtain important information and analysis on companies’ activities and disclosures on environmental, social, and governance topics. (www.issgovernance.com)

fi360 Platinum Toolkit. An internet-based toolset for mutual fund research and analysis, portfolio optimization, continuing education resources for Accredited Investment Fiduciaries, and much more! GRC subscribers receive a $500 discount off the annual price. (www.fi360.com) [optional]

MoneyGuidePro.  GRC subscribers receive a $200 discount on software for quick, easy, in-depth financial planning, retirement planning, goal planning, and insurance needs analysis.(www.moneyguidepro.com). [optional]

FP Transitions Practice Valuation.  The GRC has a discounted fee arrangement with FP Transitions to provide essential information about what your business is worth, and how you can increase its value.

Goalgami Pro.  was developed to meet the need of advisors looking for an alternative to the comprehensive 70-page financial plan by providing a streamlined process to profile clients and generate modular one-page client-focused reports. Your GRC subscription provides you with a 10% discount. (www.advisorsoftware.com/goalgamipro.html) [optional]

WealthTrace Retirement Planning Software.  The WealthTrace Retirement Planner is a fullyhosted, online retirement planning solution that will illustrate when your clients’ money will run out in retirement, what the shortfall will be, and what you can do to change the situation. $200 discount. . (www.mywealthtrace.com) [optional]

FP Transitions Practice Valuation. The GRC has a discounted fee arrangement with FP Transitions to provide essential information about what your business is worth, and how you can increase its value. Save $100. (www.fptransitions.com) [optional]

Succession Resource Group (SRG) provides the most accurate and comprehensive valuations services, turnkey acquisition support, HR and employment/compensation research and resources, advisor death/disability plans, and personalized succession/exit strategies. The SRG team has more than 30 years of deal making expertise allowing clients to make fully informed decisions and get the deal right the first time. GRC subscribers can claim a15% discount. (http://www.successionresource.com) [optional]

Publications. Subscriptions. White Papers.  Through the GRC, you will have subscriptions to publications like the GreenMoney Journal, Bob Veres’ Inside Information, Financial Advisor Magazine, and The Nation, and access to reports and white papers that are advancing the industry.

Complimentary Registration to the SRI Conference.  One full conference pass to the premier event for the sustainable, responsible, impact investment industry in North America is included in your GRC benefits package. The 28th annual SRI Conference will be November 9-11, 2017 at the Hotel Del Coronado in San Diego, CA (www.SRIconference.com).

Complimentary Admission to the First Affirmative Summit Camp. This intimate post-conference event is designed exclusively for licensed investment professionals. The Summit Camp will be November 3–5, 2017 at the Hotel del Coronado in San Diego immediately following the 28th annual SRI Conference.

Complimentary Registration to Investing for Impact events. Join us for any regional Investing for Impact event. In 2017, we will be in San Francisco, April 19; New York City, June 7; and Boston, July 18.These information-rich, networking-focused events are designed to help you keep up with a quickly evolving responsible investing landscape and grow your business serving socially conscious clients. (http://investingforimpactevents.com)

Green Business Network Membership.  GRC subscribers automatically become members of Green America’s Green Business Network. Benefits include a listing in the National Green Pages —both hard copy and online— a 10% exhibitor discount at Green Festivals, opportunities to promote your services to Green America’s 150,000+ members through Green America resources, and access to educational and networking session for green business and financial services providers committed to impact investing. (http://www.greenbusinessnetwork.org)

US SIF Membership (optional).US SIF: the Forum for Sustainable and Responsible Investing is the national non-profit membership association for SRI industry professionals and organizations. The add-on cost of this optional GRC benefit is a discounted $565 for calendar year 2017. (www.ussif.org)