Ready for Your Portfolio to Make a Difference?

March 04, 2022

Ready for Your Portfolio to Make a Difference?

Interest in making an impact with investments has been growing recently, many investors have an increased interest in environmentally or socially focused investments. Impact investments account for $502 billion of managed investments worldwide, with 58% held in North America. (, 2019)

What are Impact Investments?

Impact investments are made with a goal for social change in mind. Socially responsible investing (SRI) or environmental, social, and governance investing (ESG) are also used in conjunction with impact investing. These investment

models follow more specific criteria like ethical business practices, environmental conservation, and local community impact. Impact Investments, SRI and ESG investments have certain risks since the criteria excludes securities of certain issuers for non-financial reasons, investors may forgo some market opportunities and have fewer investments available. Making a difference is just one consideration with impact investing. Here are some tips when getting started with Impact Investing.

Your Values: What specific areas of impact are you hoping to make with your investments? Deciding what you're looking to accomplish can help narrow your focus.

Types of Investments: There are a variety of investments that are structured to help pursue your goals. As you define your values, the types of investments may become clearer.

Impact reports: Impact reports provide information that breaks down how the company is making a difference and what measurable goals they're following. These can help evaluate opportunities. Impact investing can help keep your investment aligned with your beliefs. Reach out today for resources or if you have questions.