Confluence Overview Effect is as a wholly-owned subsidiary of Confluence Philanthropy and a public benefit LLC.
Launched in March 2026, the company is the new home for Confluence’s Advisor Members (OCIOs, Asset Managers, CDFIs, and Consultants).
Overview Effect provides a platform to take on additional activities that are outside the scope of a 501(c)(3) organization. This will help accelerate the field of values-aligned investing at a time when it is needed most.
Overview Effect’s primary focus is on the middle-market economy, including those that benefit, and the impact on vulnerable people and places; while continuing to invest in social responsibility and sustainability across the large industries that drive the global economy.