Impact Investing

//Impact Investing

Mapping the future of ethical investing

What would the pioneers of sustainable investing think of progress today? The 1980s were a time when the role of finance in driving unsustainable behaviours was beginning to be understood. The Big Bang of deregulation of the City of London was part of an increasing flow of international capital, seeking higher returns. The logic for

Making research ‘business as usual’ in impact investing

The call for more thoughtful evidence-use has recently hit a crescendo in impact investing, with high-profile actors showcasing methods for incorporating secondary research into due diligence. This attention to research speaks partly to a growing awareness that much of the data that companies generate on their own fail to pass muster as impact evidence. As Jane Reisman,

The Best Impact Investing Apps

Mobile investing apps are becoming “must haves” these days, and their popularity is expected to increase in the coming years. And that’s not the only investing trend that’s on the rise. Another is impact investing. Put these two trends together, and you’ll find a bevy of investing apps available for purpose-minded people. Traditionally, people invested

Here Is What 1200 Of The World’s Leading Impact Investors Focus On

This week saw the gathering of 1200 global impact investors and professionals in Amsterdam for the 10th annual Global Impact Investing Network Forum. The forum, where a wide range of impact investment topics are tabled, began with barely a hundred attendees. Now, ten years later the growth seems to be directly related to various areas garnering societal attention

Ethical investments abound

Shifting attitudes and growing social and environmental awareness are reshaping our world. Consumers are highly aware of the environmental and social impact their spending habits can have. Investors are increasingly demanding that their investments not only deliver sustainable financial returns, but also reflect their ethical or moral values. And regulators are enforcing more stringent environmental

At Harvard B-School, lessons for impact investors

Harvard Business School is known for guiding the next generation of financial leaders through compelling case studies in management, innovation and global intelligence. Now the curriculum includes impact investing, which incorporates positive environmental, social and governance values into investment decisions. Vikram Gandhi, a senior lecturer, developed the course “Investing in the 21st Century: Return, Risk

What Is Impact Investing, And How Do You Measure It?

As responsible investing (RI) moves into the mainstream, investors are increasingly looking for strategies that go beyond traditional environmental, social and governance (ESG) principles to produce measurable benefits for people and the planet. In response, many RI programs are now expanding to embrace what is known as “impact investing” strategies. While traditional responsible investing aims

Socially Responsible Investing (SRI): Implications For CEOs

Socially Responsible Investing (SRU) is mostly the same as regular investing. Funds are still allocated, and returns are still made. The key difference is that SRI takes other non-monetary factors into consideration. Some types of SRI seek to discourage certain industries its investors disagree with. Others simply invest in companies or areas that they are passionate

Responsible investing surges in year of climate strikes

The huge rise in the popularity of environmentally and socially-minded funds means more than a quarter of assets run by UK fund managers are now managed in line with responsible investment criteria, according to a survey by the Investment Association (IA). Environmental concerns have been thrust further into the spotlight over the last year, with

Crowdfunding for Impact?

Individuals seem increasingly keen to invest in ventures that create social impact, and crowdfunding platforms are making this easier than ever. But there is a catch. Unlike professional investors or major foundations which rely on hard data and cost-benefit analyses, retail investors often base decisions on the emotional connection they feel in an investment opportunity.

More Companies Are Making Noise About ESG

Big U.S. companies are increasingly talking up environmental, social and governance factors on earnings calls—and betting that investors increasingly concerned with social responsibility will reward them for it. Twenty-four companies in S&P 500 mentioned the acronym “ESG” on earnings conference calls between June 15 and Sept. 14, double the number that cited the term in

Wealthy Investors Question Paths To Sustainable Investing

If you’re wealthy and you care about the world, then sustainable or ESG (Environmental, Social and Governance) investing allows you to put money where your mouth is. Sustainable or ESG investing means that portfolios flow into sustainable funds or companies which provide a healthy return while making the world a better place. But in practise

Financial Advisors Lag Behind Clients on Impact Investing

More investors in the U.S. want to generate positive social or environmental impacts, as well as financial returns, with their assets, but a study out Wednesday morning by Fidelity Charitable shows that financial advisors haven’t caught up with their client’s wishes. The Fidelity Charitable survey of 175 financial advisors found only 41% have talked with

Impact investing is hot right now. Here’s why

Last month, leaders at some of the world’s largest companies took the notable step of redefining the purpose of a corporation, adopting a “modern standard” for corporate responsibility that promotes “an economy that serves all Americans.” The 181 CEOs who signed the statement from Business Roundtable, an association of chief executive officers headed by JPMorgan Chase’s

Climate change moves to top of investors’ list of ESG issues

As institutional investors spend an increasing amount of time thinking about environmental, social and governance risks and strategies for dealing with them, the issue of climate change continues to push its way to the top of the list. According to the U.S. SIF Foundation's biennial Report on U.S. Sustainable, Responsible and Impact Investing Trends, released

Sustainable Investing at Endowments and Foundations: What It Is And What it Takes

The smallest of the institutional investors, endowments and foundations at $2 trillion in global assets under management have historically had an outsized influence on the trajectory of investment management. The investment goal of ensuring that the endowment’s rate of consumption can be sustained and relatively limited liquidity needs—typically about 5% of the average of the endowment’s value

To Be A Smart Investor, Be An ESG Investor

Climate change is real and is having a sizable, immediate impact on how investments are evaluated. ESG —  environmental, social and governance criteria used by investors to evaluate a company’s operations — is what brings sustainability and profitability together in today’s new era of investments. We’re already seeing the result: In 2018, 26% of all professionally managed assets (a

Why Opportunity Zones could be key to transforming our cities

The promise of being the base for Amazon’s second headquarters was great — so great, in fact, 238 cities jumped into the intense, year-long competition. Contenders had so much faith in the impact they promised robust urban transit systems, tax breaks, talent pipelines and infrastructure support. I saw this first-hand locally, where three counties in