Impact Investing

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A Champion of Responsible Investing Takes On the Gun Industry

John Streur, the chief executive of the investment firm Calvert Research & Management, remembers exactly where he was when he learned of the shooting at Marjory Stoneman Douglas High School in Parkland, Fla. Mr. Streur recalled standing in New York’s Pennsylvania Station on the afternoon of Feb. 14, squinting at his iPhone in disbelief as

Impact Investing: Using Your Dollars to Make Change

Maybe you’re the sort of person who participates in boycotts, deletes an app or protests a company because of an issue you’re passionate about. But what if you invested in the company instead? It may seem counterintuitive, but one way to effect change is through impact investing — investing in a company with the goal

How to avoid ‘impact washing’ in ESG’s fastest-growing sector

Third-party certification, shared principles or a code of conduct could help guard against product providers exaggerating their impact investing claims, according to a survey by the Global Impact Investing Network (GIIN). More survey respondents were in favour of greater transparency on impact strategy and results, with 80% agreeing that this would help mitigate the risk

People are really into impact investing

In just one year, the estimated value of the impact-investing sector has roughly doubled. There are now $228 billion in assets under management, according to a recent survey from the Global Impact Investing Network, which is up an estimated $114 billion since mid-2017. Placing bets that provide both a financial and social or environmental return is booming. Because GIIN is a

Emerging markets next on map for impact investing

Impact investing in emerging markets might be poised for a major growth spurt, as proponents see pension funds and other institutional investors taking an increasing role in a field that largely has been filled by government financial institutions, foundations, and more specialized private equity managers. Large asset owners are starting to get more interested in

Can Impact Investing Avoid the Failures of Microfinance?

The impact investment industry is growing rapidly, a fact that many of us in the field celebrate. In 2010, J.P Morgan projected up to $1T in investment would be deployed this decade — which would make impact investing twice the size of official development aid to the world’s less develop countries (as defined by the United Nations), presuming

Farming, food and education benefit as investing for good booms

The amount of money invested in projects with a social or environmental benefit has doubled in the last year to $228 billion, according to a report released on Tuesday, with strong growth in education, food and agriculture. Investors around the world are becoming more interested in putting their money into projects that do good, according

Housing Affordability Rises on the National Agenda

When Kaiser Permanente last month announced it would commit $200 million to address homelessness in areas it serves, the huge health care provider served notice that the private sector is recognizing that housing insecurity is both a pressing health problem and a significant drag on economic growth in key parts of the country. The money

Wealth InTheKnow: Gender lens investing

Awareness of equal treatment, equity and opportunities for women is sweeping across many industries, including finance. One initiative to further increase awareness is gender lens investing, also known as investing for the “women effect”. Some use gender lens investing and investing in women and girls interchangeably, while others use them as two separate frames of

Video: One Key To Impact Investing: Start Big

Robert Rubinstein, 66, founder and chairman of the TBLI Group, has been advocating for sustainable, responsible or impact investing since the mid-1990s. One of the key lessons he’s learned: start big. “I always focus on irresponsible investors and criminals. And I always communicated in their tribal language, so I only showed them self-interest, opportunity and money flows,” Rubinstein jokes enthusiastically,

Watch for Positive (Second-Order) Impacts

Positive impact investing is a popular term these days and has become synonymous with investing in companies that do something “good.” This is understandable, but in our view unfortunate. Why? Because it opens the door to investment decisions that are built on the simplistic fallacy that companies that make something ‘good’ should also be good

Millennials are leading an investment revolution

Nuveen’s Third Annual Responsible Investing Survey of over 1,000 affluent investors found there is increased interest in working for, buying from, and investing in socially responsible companies. This is even more true among the millennials surveyed. 92% of millennials agreed with the statement “I care more about having a positive impact on society than doing well

Men are shifting their giving from nonprofits to social enterprises

For years, wealthy donors who wanted to make change in the world had pretty much one option: donate to charity. That’s changed with the rise of impact investing, which offers people the chance to back social ventures and potentially receive a financial return. But not all “high-net-worth donors” use the two options equally. A new

7 things I’ve learned about impact investing

he MBA Impact Investing Network & Training (MIINT) is a hands-on programme run by the Bridges Impact Foundation and Wharton’s Social Impact Initiative to give students first-hand experience of what impact investing is like. “There’s real money on the line,” says Nicole Kamra, an MBA student at London Business School. “This isn’t just a PowerPoint of what

U.N. agency seeks to marry ‘social good and profit making’

A United Nations body is offering $40,000 for the best designed affordable housing for low-income workers at an industrial zone in Cambodia's capital, as part of its strategy to encourage investment in sustainable development worldwide. The U.N. Development Programme's SDG Impact Finance (UNSIF) aims to create 3,000 units of housing in a Special Economic Zone

How to Meet Client Demand for Impact Investing

In 1970, economist Milton Friedman published his seminal magazine article, “The Social Responsibility of Business Is to Increase Its Profits.” Since then, the line between portfolio management and philanthropy, profit and purpose, has blurred. Profits may still be a key measure of a company’s value to consumers and society, but perspectives on corporate social responsibility

From Landfill to Windfall

Trash nerd. That’s how Emily Landsburg identifies herself. Her colleagues agree the label fits, and so do her kids. “I have created a detour more than once on a family vacation to visit some sort of waste facility,” she says. “I get genuinely, passionately excited learning about new waste-to-value technology and projects.” In her role as

New results-based financing tool targets clean water for schools

The Rockefeller Foundation and UBS Optimus Foundation are backing a new financing tool to bring clean water to 1.4 million Ugandan school children, saying the model can potentially be replicated across other countries and sectors. However, questions were raised about the sustainability of the “Social Success Note” model after the new tool was launched Thursday

Impact investing goes mainstream

Impact investing is coming of age. Earlier in this decade, this new style of investing raised the question of whether socially conscious investors could really do well while doing good. Today, while we are still early in the journey, we think the answer to the question is clearly yes. This view is based on a