Inefficient conduits for directing socially and environmentally informed wealth from asset owners to markets Lack of a common understanding and language (translation matrix) High friction marketplace with fragmented resources and solutions Uncertain regulatory environment

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Inefficient conduits for directing socially and environmentally informed wealth from asset owners to markets - Consolidate and simplify - Greater transparency Lack of a common understanding and language (translation matrix) - UN SDGs

High friction marketplace with fragmented resources and solutions - Integrated investment and advice platform that reflects the uses of capital and the purpose of capital Uncertain regulatory environment - Investment and advice framework that accounts for intra- and international realities but flexible to respond to future changes.

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