Wealth

Worth the wait: Socially responsible investing in a nearsighted world
Investment advisors have been warning about short-term thinking for years, if not decades. Patience is not only a virtue, they say, but a trait that contributes to asset growth. What is true for markets generally also holds true for socially responsible investing,...  more
Impact Investing
“Currently a $36 billion industry and growing, impact investing is increasingly significant in the investment marketplace,” Greycourt & Company says in introducing this white paper. “However, confusion still exists in our industry about what impact investing really...  more
Getting Started With IRIS
The Global Impact and Investing Network (GIIN) introduced Impact Reporting and Investment Standards (IRIS) to encourage impact investing. GIIN defines IRIS as “a set of metrics that can be used to measure and describe an organization's social, environmental, and...  more
Adopting ESG Factors to Improve Returns and Reduce Risk
“In a world where outperforming the benchmarks is a difficult feat, and active stock-pickers are always searching for an edge, the strong performance delivered by companies with good environmental, social, and governance practices is reason enough for the lines...  more
Happy July 4th! Can You Be Both A Patriot and A Social Investor?
The goal of a socially responsible portfolio is to do good while achieving investment objectives, such as a market rate return. Some investors may be concerned that choosing such investments by inference criticizes American companies’ policies on energy use, offshore...  more
From Blueprint to Scale: The Case for Philanthropy in Impact Investing
Dissatisfaction with philanthropy’s seemingly slow pace has led to an increased interest in impact investing. In this white paper from Monitor Group, Harvey Koh, Ashish Karamchandani, and Robert Katz examine impact investment and come to a surprising conclusion: ...  more
Use Your Investments: Generating Impact and Returns in Washington, D.C.
Finding a way to invest in a company or project that yields a social benefit interests many individuals and foundations. To bring such opportunities to a wider audience, Arabella Advisors has issued a set of white papers describing impact investment programs in four...  more
Use Your Investments: Generating Impact and Returns in Chicago
Finding a way to invest in a company or project that yields a social benefit interests many individuals and foundations. To bring such opportunities to a wider audience, Arabella Advisors has issued a set of white papers describing impact investment programs in four...  more
Use Your Investments: Generating Impact and Returns in San Francisco
Finding a way to invest in a company or project that yields a social benefit interests many individuals and foundations. To bring such opportunities to a wider audience, Arabella Advisors has issued a set of white papers describing impact investment programs in four...  more
Use Your Investments: Generating Impact and Returns in New York
Finding a way to invest in a company or project that yields a social benefit interests many individuals and foundations. To bring such opportunities to a wider audience, Arabella Advisors has issued a set of white papers describing impact investment programs in four...  more
Impact-Based Incentive Structures
“Impact-based incentive structures — when designed and implemented appropriately — could be an effective tool in ensuring [that] impact objectives, along with financial returns, are appropriately weighted in investment decisions,” the Global Impact Investing Network...  more
TH!NK Forum: Social Impact Investing
“Impact investing is gaining a bigger place in the minds and portfolios of high net worth investors,” wealth manager Ballentine Partners says in introducing this report on its first TH!NK Forum. The program was a panel discussion exploring the history, challenges, and...  more
Data Driven: A Performance Analysis for the Impact Investing Industry
Data Driven: A Performance Analysis for the Impact Investing Industry is the first performance data report from the Global Impact Investing Network’s Impact Reporting and Investment Standards (IRIS) initiative. The report, GIIN says, “presents early findings from 2...  more
Practical Advice for Impact Investors: An Introduction to Impact Investing
This introduction to impact investing was prepared by Michael Clark, founder of Social Capital Solutions at international consultancy McKinsey & Company, for a seminar presented by the Institute for Philanthropy. Clark discusses the origin of impact investing,...  more
Impact Investing: An Emerging Asset Class
Impact Investing: An Emerging Asset Class reports on the conclusion reached by J.P. Morgan’s analysts that impact investments make up a new asset class with what the authors call “significant market opportunity.” They estimate that over the next 10 years, investments...  more
Impact Investing in Commercial African Agriculture
“Impact Investing in Commercial African Agriculture,” which Philip J. Riddell’s wrote for the Global Impact Investing Network, is based on a literature review as well as interviews with participants. In it, he suggests some of the more effective ways to invest in...  more