Impact Investing

What do you need to know about social impact investing?

Investing for impact philosophy

  • Make a difference in the world in a manner that can be measured.

  • Generate positive social impact while creating financial returns.

  • Balanced risk and return with personal philosophy.

Asset alignment approach

  • Portfolio approach where you remove
    investments that don’t align with values (e.g. weapons systems, drugs).

  • Develop social impact select portfolio that balances risk with return scenarios.

  • Identify the acceptable return rate on assets.

Company selection process

  • Evaluate firms that are backed by larger private equity firms or institutions.

  • Determine projects that are realistic, have experienced team and resources.

  • Ensure there is governance by proper institutions.