Retail Impact Investing Guidebook for Credit Unions

The guidebook describes the opportunity for impact investing for retail investors, and provides case examples of products, alongside a product development roadmap.

Purpose Capital and the Canadian Credit Union Association (CCUA) have partnered to releas a Guidebook on Retail Impact Investing for Canadian Credit Unions, which can be downloaded at This guidebook highlights an opportunity for credit unions to address a gap that exists in the retail impact investing market in Canada, and provides a roadmap for credit unions seeking to design retail impact investing products.

The Guidebook describes the relevant trends around retail impact investing, situates the opportunity for credit unions, describes six product examples from Canada and the US, and illustrates the product development roadmap for retail impact investment. The site also provides a set of Resources on impact investing trends, products, demand and performance.