Today, the time-honored tradition of thoughtful investing for the greater good goes by many names — ESG, socially responsible, triple bottom line, mission-related and impact investing.

what do I value - so what will I do graphic representing Impact Investing

Investor interest in this field is growing exponentially, with many new and exciting financial vehicles regularly coming to market.

We group these impact investments into three broad categories:

Pie chart representing Public and Private Debt Impact Investing

Public and Private Debt

Loans with Purpose

Impact investors can earn modest to competitive returns loaning their capital to a wide range of potential borrowers. Some examples include:
1) buying tax-exempt bonds that support affordable housing, health care and education facilities;
2) making credit-enhanced (low-risk) loans to nonprofit organizations involved in everything from empowering young women to bringing renewable energy, sustainable farming and clean water to rural areas; and
3) funding microfinance operations that provide bottom-of-the-pyramid individuals with the capital to start a business and escape the cycle of poverty.

Pie Chart representing Public Equity Impact Investing

Public Equities

Selective & Engaged Stock Ownership

Our powerful portfolio management tools allow investors to exclude companies they wish to avoid, and emphasize those with the best environmental, social and governance (ESG) practices. This encompasses considerations such as carbon footprint and environmental responsibility, gender equity and fair pay, leadership diversity and community relations.  We also seek out fund managers that take an active role in initiating proxy campaigns and rallying shareholders to refocus corporate management on important sustainability and stakeholder considerations.

Pie Chart representing private equity and real asset Impact Investing

Private Equities and Real Assets

Social Enterprise

Providing new capital to carefully selected ventures may offer the greatest potential impact and the closest alignment with investor objectives. Social enterprises are for-profit businesses, typically not traded on a stock exchange, that offer an opportunity for multiple bottom-line returns (i. e. , people, planet and profit). To provide effective diversification, we may recommend private equity funds that focus on green technology, local communities, bottom-of-the-pyramid opportunities and/or investing in real assets such as land conservation, sustainable timber, energy efficient real estate, and solar and wind farms. 

Impact Investing Insights
Impact Investing

The Pros and Cons of ESG Investing

The Rise of ESG Investing Once the province of a relatively small number of socially responsible investors, integrating environmental, social and governance (ESG) metrics into …

hands holding dirt and a small plant with environmental icons around it - representing ESG investing
Impact Investing

How to Pick a Great ESG Fund

Investing for Impact in the Public Markets If you are reading this article, you are likely interested in sustainable investing—aligning your investments with your values …

2 wood blocks with Environment - Social - Governance written on them
Impact Investing

Introduction to Sustainable Investing

What is Sustainable Investing? For many high-net-worth investors, it’s not enough to earn competitive financial returns. They also want to have a positive impact on …

Impact Investing for Education
Impact InvestingInvestments

Helping the World’s Youth Reach Their Potential Through Impact Investing in Education

Impact investing in education Education is one of the most powerful tools available to reduce inequality and foster a peaceful, prosperous world. According to the …

Impact Investing

Closing the Gender Gap with Gender Lens Impact Investing

Women have made enormous strides over the last half-century, but still lag behind men in key areas like pay, promotion, and education. Gender Lens impact …

Environmental Impact Investing
Impact Investing

Environmental Impact Investing

The Growing Climate Crisis…and How You Can Help “The dangers of climate change are mounting so rapidly that they could soon overwhelm the ability of …

Impact Investing

All About ESG Investing

One of the most common discussions we have with clients, friends and family goes something like this: “I have worked hard all my life and …

Impact Investing

Impact Investing in Sustainable Agriculture​

For people interested in impact investing—that is investing in assets that can potentially generate an attractive return as well as positive social or environmental impact—sustainable …

Impact Investing

Impact Investing in Affordable Housing

Impact investing—that is investing in assets that can generate an attractive return as well as positive social or environmental impact—can take many forms, but social …