‘Impact Investor: Stop Trying To Help People Without Including Them In The Conversation’

“The Conscious Investor” is presented by Nuveen.

Morgan Simon learned that she could impact change in a big way when she was a student in college. Simon compelled Lockheed Martin to change their LGBTQ policies by convincing her college to file a shareholder resolution.

She has since spent nearly 20 years in impact investing and helped influence about $150 billion invested in the space.

Simon says impact investing can often fall short or be somewhat misguided. She says, “We’re often making decisions from the 30th floor of a high-rise on Wall Street and not taking our orders from affected communities.

” Simon says investors can start small by simply considering where they bank.

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