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 InvestingWhite Paper

The Pros and Cons of ESG Investing

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hands holding dirt and a small plant with environmental icons around it - representing ESG investing
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2 wood blocks with Environment - Social - Governance written on them
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Introduction to Sustainable Investing

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

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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
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Environmental Impact Investing

Table of ContentsThe Growing Climate Crisis…and How You Can HelpThe Climate ThreatWhat is Environmental Impact Investing?Investing to slow climate changeGreen bondsEnvironmentally screened stock fundsPrivate investments …

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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 …

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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 …

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