Natural capital, the world’s stock of forests, wetlands, soils, and oceans forms the hidden infrastructure that underpins the real economy. In a high-inflation, high-volatility world, natural capital can serve as a valuable hedge for advisors, sitting at the intersection of inflation protection, systemic risk, and sustainability demand. The post Harnessing Natural Capital: A Lean Roadmap for Impact Investors appeared first on CapShift.| CapShift
Used strategically, artificial intelligence (AI) can be another crucial item in advisors' toolkit to help deliver personalized, impact-oriented solutions to win and grow high net worth relationships. The post How AI empowers advisors to personalize impact in client portfolios appeared first on CapShift.| CapShift
This webinar will cover how tax-advantaged vehicles, like donor-advised funds and foundations can provide a strategic philanthropic and investment vehicle for advisors and clients to achieve their impact investing goals. Advisors will gain a deeper understanding of how to use these tax-advantaged accounts to meet clients’ increasing desire to align their investments and values. CapShift will walk through strategies to help advisors optimize clients’ charitable, financial, and liquidity go...| Zoom
As interest in values-aligned investing grows, impact reporting will increasingly be one of the defining touchpoints of advisor-client trust. The post Getting Started: Make Impact Reporting a Frontline Tool appeared first on CapShift.| CapShift
Last week, CapShift was on the ground at Climate Week NYC, joining leaders, innovators, and advocates from across climate to reflect on the progress made since the signing of the Paris Agreement nearly a decade ago. Here are some of our main takeaways from this Climate Week. The post Making Climate Personal, Rising Electricity Consumption, Community Engagement, and More: Takeaways from Climate Week 2025 appeared first on CapShift.| CapShift
US wealth technology firm shifts $530m into impact investments for its clients in the 12 months that ended in June, a 70 percent jump on the previous 12-month period. The post CapShift taps ‘pent-up demand’ to boost clients’ impact allocations appeared first on CapShift.| CapShift
For investors and advisors, 24/7 Carbon-free Energy is emerging as a key element within climate technology. Solutions across this space vary widely in maturity, capital intensity, and policy exposure—factors that directly shape risk, return, and adoption timelines. As government subsidies wane and market forces take the lead, understanding how to assess the impact and financial risks and rewards in these complex opportunities is becoming essential. The post Beyond Subsidies: How Impact Inve...| CapShift
CapShift's 2025 impact report. During this summer of 2025, we reached some milestones that have led us to pause, reflect, celebrate, and push onwards. We’ve reached $1 billion catalyzed into over 150 impact funds and enterprises since we first launched; and over 1,500 private opportunities in our impact Research Engine. The post Next-Level Impact appeared first on CapShift.| CapShift
This fall and winter, CapShift is joining conversations that are shaping the future of philanthropy, wealth management, and impact investing. If you’re attending any of these events, let’s connect! The post Where to Find the CapShift Team This Fall and Winter appeared first on CapShift.| CapShift
The Future of Impact: Beyond $1 Billion Catalyzed Chapters Chapters From Fringe to Force: The New Era of Impact Investing Sector Spotlight: Where is Capital Moving? Looking Ahead: Four Trends in Impact by 2030 Closing the Gap: From Purpose to Execution About the Authors Download PDF| CapShift
For many foundations and families, the drive to align investments with place-based missions is growing stronger. The impulse is grounded in both mission and logic: if a foundation exists to strengthen a region or community, shouldn’t its investments do the same?| CapShift
In addition to using your gym membership and flossing more, what about setting a goal for 2024 to put your dollars to work as a catalyst for a better future? Each year we like to take a moment to reflect on what we hope the coming year will bring and ways that we can get there.| CapShift
In addition to using your gym membership and flossing more, what about setting a goal for 2024 to put your dollars to work as a catalyst for a better future? Each year we like to take a moment to reflect on what we hope the coming year will bring and ways that we can get there.| CapShift
Year end is crunch time for financial advisors—clients are rushing to meet tax deadlines, finalize charitable contributions, and plan for the future. But what if you could help them do more than just check a box on their to-do list?| CapShift
As the year comes to a close, advisors and donors alike are thinking about year-end strategies that set the stage for meaningful, legacy-building impact, including recoverable grants.| CapShift
Investors may focus on toxicity in hope of improving environmental or human health, or for potential financial upside or risk mitigation. This makes toxicity a highly intersectional theme for impact investors.| CapShift
Investors have the power to support organizations working to build resilient healthcare systems in the Global South and helping communities prepare to face future climate-related challenges.| CapShift
CapShift is regularly working to expand coverage and sourcing opportunities on the topic of climate and environment to help you meet this client demand and keep on top of new developments.| CapShift
Impact in Action 2024 CapShift Impact Report Between July 1, 2023 and June 30, 2024, CapShift's clients have:1 Shifted $310.6 million into catalytic, mission driven public and private funds and nonprofit organizations Funded 50+ public, private, and nonprofit impact funds and organizations working to tackle entrenched| CapShift
