- Impact Investing for Small, Place-Based Fiduciaries: A Summary of the Research Study Initiated by the United Way of the Bay Area, January 2013
- Investing to Impact Poverty UWBA Research Study, Spring 2012
- Impact Investing: Financial Returns AND Positive Social Impact, October 2010
- Liability Driven Investing: A De-Risking Strategy for Managing Your OPEB, November 2009
- Basics of Planned Giving Programs, November 2009
- OBEPs – Other Post Employment Benefits: A New Liability to Report, June 2009
- New Regulations in the Uniform Prudent Management of Institutional Funds Act, April, 2009
- Socially Responsible Investing, April 2009
- The Art of Rebalancing, January 2009
