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Do Impact Investors Have to Sacrifice Financial Returns for Social Impact?

One of the questions we are often asked is whether investors need to sacrifice returns for impact. Even more often, we observe that investors implicitly assume that a trade-off between impact and financial return is required without engaging in the conversation.

The Next Generation of Investors Seeks Purpose Alongside Profit

Major trends are changing finance as we know it. The world is undergoing structural shifts of money, with the World Economic Forum predicting a $41tn wealth transfer (PDF) from baby boomers to millennials over the next 40 years. It is also trying to adapt to a changing financial market structure.

U.S. food giants, investors say palm oil standards are too weak

An international group of more than 110 investors managing more than $5 trillion in assets is concerned about a small substance found in many household goods: palm oil.

Impact Investing and a 200 Year Old Debate

If you took a college Ethics course, you may remember the famous debate between philosophers Immanuel Kant and John Stuart Mill. To simplify, Kant proposed that intentions determine whether an action is right or wrong. Mill, generations later, claimed that outcomes, such as how many lives an action saves, determine morality regardless of motives.

The 100% Club

When it comes to managing money, the rich are increasingly pursuing more than just financial rewards and going full tilt on the idea of using investments as a tool for social and environmental change.

Record Green Bond Issuance Bolsters Chicago Sewers: Muni Credit

Raul Pomares, founder of San-Francisco-based Sonen Capital, said he advises clients, including tax-exempt foundations that typically don’t buy munis, that this segment of local-government debt has a role to play.

Sonen Capital Research Reports

They have published research reports that require one to register for their website, but are worth that small effort, including "Evolution of an Impact Portfolio", "2013 Annual Impact Report",

Impact Investing 101

Marked the “Year of Impact Investing,” 2013 saw a total of $36 billion committed in capital for impact investing. By 2020, it’s estimated that figure will increase to $1 trillion.

ESG: Profit with Purpose

The debate over financial and non-financial return factors has long been at the heart of the socially responsible investment debate, no more so than when considering the impact of holdings.

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