A wide variety of investment strategies can be deployed with the dual goals of earning an investment return and making a positive impact on the world.
Private equity investments in start-up infrastructure firms building battery storage, waste-to-value, and materials science applications can accelerate the buildout of a low-carbon economy.
Clean water and sanitation investments can earn uncorrelated, inflation-sensitive returns while improving global health and productivity. Improving water quality has a positive impact on a number of the United Nations’ sustainable development goals.
While small businesses may find it difficult to attract funding, investors can help accelerate job growth and impact underserved communities and demographics.
Value investors can enhance equity returns in funds focusing on ESG principles and proxy voting.
Impact investments can be a way of personalizing portfolios and reaching next gen investors. Asset managers should consider both values-based and sustainable investing as ways of meeting the needs of varying clients.
Donor advised funds can be customized to maximize the impact of investments as well as the multiplier effect of those investments.
WEBCAST – Invest4Impact Virtual Summit
Registration is now open for the 2024 Invest4Impact Symposium.
This complimentary online event provides 3 CE credits.
Topics to be covered during this live event include:
- Sustainable Investing and Generational Wealth
- Environmental Value & Water Investing
- Investing for Impact in Donor Advised Funds
- Supporting Small Business Through Impact Investing
- Core Bonds and the Transition Economy
- Energy Transition: The Biggest Macro Theme of Our Lifetime
Accepted for 3 CFP® / IWI / CFA CE Credits