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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.

Pushing the Envelope: Expanding the Limits of Mission Investing

Progressive philanthropy has (at least) two mantras: do more with limited resources and tackle systems while working on problems. Both of these core motivators for mission investors can help clarify how to move the field forward.

The Next Generation of Investors Seeks Purpose Alongside Profit

I recently received an email from a top-performing global macro hedge fund manager. We had met two years ago when he spoke at a student conference on alternative investments I helped organise while at LSE. Now, he was calling to learn about the peer-to-peer lending industry.

“Impact” Investing Gets Ready for Its Close-Up

The way to popularize “impact” investing — for now still dominated by private placements — isn’t, as some futurists would have it, through do-it-yourself technologies alone. Instead, says the Global Learning Exchange, it’s in a combination of tech and mainstream investment packages supported by sound research and good advice.

Scaling Impact Investing—Integrating Mainstream Financial Products

Impact investing will struggle to gain scale and relevance without both the participation of mainstream capital markets, and investment professionals and the expansion into more traditional and non-private financial products.

Digging Deeper with Impact Investing in 2014

2014 will be a year we dig deeper in impact investing and measure the impact it has on our local communities. Two new studies provide insights on good financial returns from a range of impact investments.

The KLF Foundation’s Social Impact Investing Success

Even as most of us remain fixated upon the highs and troughs of the stock market, there are those who, being driven by an increased consciousness of their responsibility towards society and the environment, have been investing in concerns with a social impact agenda. The KL Felicitas Foundation (or KLF) of Charly and Lisa Kleissner has grabbed headlines for proving the success of social impact investing in terms of a positive financial ROI.

Evolution of an Impact Portfolio: From Implementation to Results

A report published by Sonen Capital in October 2013, Evolution of an Impact Portfolio: From Implementation to Results discusses the KL Felicitas Foundation's (KLF) efforts in allocating 100% of its capital to impact investing over a period of seven years. As an early mover in impact investing, KLF's experience nicely displays early challenges and changes over time as the industry matured.

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