IMPACT INVESTING

 

Investing that combines your intent to generate positive environmental, social, and corporate governance impact alongside a financial return.

 
 
 

Values Alignment

Align your portfolio with your values by minimizing exposure to individual companies or entire industry whose business practices conflict with your personal convictions.

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ESG Integration

Create a resilient portfolio by reducing exposure to companies or industries with poor environmental, social, and governance characteristics and increasing exposure to companies promoting ESG change or poised to benefit from new ESG opportunities.

Thematic Impact

Use your capital to target specific environment and/ or social change through a focused portfolio allocation; provides an investable alternative to pure philanthropic giving.

  • Performance

    You don’t have to sacrifice performance

    Sustainable investment return can be comparable to what you can expect from conventional portfolios.

  • Impact

    You can measure the impact

    Measured impact is a requirement for impact investing, so you can see the difference you’re making.

  • Professional Advice

    You don’t need to be a professional

    Work with a team of experienced advisors to help you align your investments with your values.

 

Not Just for the Boutiques

With more managers engaging with Impact investing, your options are more cost effective, with lower minimums, and with comparable performance to those conventional portfolios.