2. Develop new products. There are few products on the market today that meet investors’ desires to get started with small dollar investments. The Calvert Community Investment Note is the standard bearer for the market, but new products are being innovated, such as the $1.25B retail fund envisioned by TriLinc Global, which will have a $5,000 minimum investment and will be open to non-accredited investors.
3. Distribution. The financial advisor is by far the most critical source of information for individuals when making impact investments. Yet right now advisors have real barriers to getting into this market and selling these products to their clients, including: inadequate information; inability to speak to the opportunities; lack of availability of products on their platform; and compensation and incentives. We need to study and address the barriers facing advisors, from the gatekeepers to the brokers and RIAs. We look forward to working with leaders in the field to open up the impact investing market for individuals. <br /> <br />