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Impact Investing: Judith Rodin Takes On the Naysayers

Seven years ago, a group of investors met at the Rockefeller Foundation's Bellagio Center to discuss what they had learned from a relatively new form of investing. The term "impact investing" emerged from this meeting. Since then, the impact investing industry has grown to attract a range of investors who want to achieve two goals through their investments: financial returns and social or environmental impact.

Investing in Scarce Resources: High-end investors look for hot opportunities that preserve water and other commodities across the globe

IT'S THE KIND OF investment that might be a little uncomfortable to discuss at cocktail parties, but it's a favorite in the higher-end spheres of family offices and hedge funds: capitalizing on shortages in world-wide resources.

Urban real estate investing is back with a new name, look: Managers changing focus to broad city life for millennials

Urban investing — real estate investments made in densely populated, ethnically diverse communities — is making a comeback, but under new names such as impact, millennial or hipster investing.

Impact Investing in Public Markets

Last fall, one of the most talked about developments in the impact investing industry was Sonen Capital's report on market-rate returns garnered by impact investments. The study leaned on the investment experiences of the KL Felicitas Foundation.

How the 100% IMPACT Network hopes to win over impact skeptics

One of the biggest challenges in persuading new financial investors to commit to the impact space is the lack of historical performance data. Since this strategy is too new to have built up much of a track record (relatively few organizations have been around long enough to deliver consistent results over a period of time), how can investors be sure that the risk/return profile is right for them? That's particularly true since it's tough to build a portfolio of sufficient scale to be truly diversified.

The Changing Paradigm Of Wealth Management Best Practices

The new generation of wealth managers is looking towards purpose in addition to profit – a clear indication of a changing paradigm in the wake of a widespread structural shift in wealth, also recently highlighted at the World Economic Forum.

Conference to Fill Gap in Social Impact

Today, about one billion people worldwide are malnourished. The same number lack access to clean water, and over 10% of children receive no education. Yet the world will grow by at least two billion people over the next 30 years — the equivalent of more than 80 new Shanghais. Changes of this scale present us with immense new challenges and equally vast opportunities.

Building Impact Into Investment

Sophisticated Investors like to think their portfolio risk has been carefully mitigated and hedged. For the average portfolio, however, standard risk calculations don't necessarily include analysis relative to environmental and social issues an investee company potentially faces, or even resource consumption analysis, yet all can have a significant impact on returns. This is particularly true of a long-term "buy and hold" investment strategy.

From Entitlement to Enlightenment

Many millennials came of age during the ‘Great Recession,’ which altered their perspectives on consumerism and money management. Financial services marketers now are working to attract this digitally savvy but debt-laden and risk-averse demographic.

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