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Community Development Finance Institutions (“CDFIs”)

Community Development Finance Institutions (“CDFIs”)

CDFIs are private financial institutions with a mission. They provide credit and other financial services to underserved markets and people in order to help them become more financially independent. They give small businesses, micro-businesses, affordable housing, charter schools, and non-profit organizations access to credit. Their target markets are businesses owned by minorities and women in low- to middle-income areas that aren’t usually served by big commercial banks. They are called Responsible Finance Providers in the UK.


Microfinance is a type of financial service that helps entrepreneurs with low incomes, whose needs are often not well met by traditional commercial...

Know Your Customer (KYC)

Know Your Client (KYC) is a standard in the investment industry that makes sure advisors can confirm a client’s identity and know how much th...

Principles For Responsible Investment (PRI)

In partnership with the UN, this independent organization wants to understand the investment implications of environmental, social, and governance ...

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