Investors today don’t want to choose between doing good and doing well financially. Investors want to be part of the solution, not part of the problem. When it comes to the big issues like access to clean water, quality education, and affordable healthcare investors may find themselves asking, what can I do? How can we change this?
Impact investing allows you to invest in solutions that help solve these problems while generating market returns. With opportunities to invest in people, prosperity, and planet, investors can have a positive impact in their communities and beyond.
Impact investing
Investing with the goal of having a positive environmental or social impact while generating a financial return.
Increased focus on societal benefit or outcome.
SRI
Socially responsible investing (SRI) seeks to generate a financial return and pursue social goals by avoiding certain sectors.
Results in a constrained universe of investment options.
ESG integration
Incorporates environmental, social and governance (ESG) factors into portfolios while seeking to generate a financial return.
More robust risk assessment used to improve long-term risk-adjusted returns.
Impact investing: the intersection of financial returns and positive impact
Our approach to impact investing is focused on advancing social, environmental, and economic sustainability by investing in the planet, people and prosperity. Our rigorous impact measurement framework adds transparency and ensures accountability.
Competitive fixed income returns
Competitive fixed income returns
- Focused on scalable market-based impact solutions
- Over 25-year track record in impact investing
Rigorous impact measurement framework
Rigorous impact measurement framework
- Granular impact research process applied to all holdings
- High degree of alignment with, and direct attachment to UN SDGs
Climate change mitigation and solutions focus
Climate change mitigation and solutions focus
- Net carbon negative
- Focused on climate change solutions and avoiding harm
Positive social impact
Positive social impact
- Measurable, transparent positive social impact
- Invest to reduce inequalities
- BIPOC and thematic targeting1
Impact ecosystem champions
Impact ecosystem champions
- Strategic partnerships for change
- Highly customizable portfolio construction
- Geographic targeting, impact liquidity and other solutions
Impact investment themes
People, prosperity & planet
Our approach to impact investing seeks to build a sustainable ecosystem by investing in People, Prosperity, and Planet. To that end, we’ve identified seven key themes that we target with our investments.
Using these themes we’re able to build portfolios designed to deliver competitive financial returns while also driving targeted, measurable impact.
Learn moreImpact examples
Education
Increased access to education for people most in need
Learn moreHealth & wellness
Investing in hospitals, vaccines, medication, medical devices and nutrition
Learn moreMulti-family affordable rental housing
Safe affordable housing for low-income families that are predominantly BIPOC or women- headed households
Learn moreAffordable homeownership
Dedicated to helping low-and-moderate income families build wealth
Learn moreSmall business
Financing small business growth & job creation in underserved communities with a focus on essential services
Learn moreClean water & sanitation
Water infrastructure projects, expanded access to water, and wastewater treatment
Learn moreClimate change solutions & mitigation
Focused on financing wind, solar, mass transit and electric vehicles
Learn moreVarious entities have created investing collaboratives in their regions to pool their resources and scale their impact:
Impact strategies
Our impact team
Partnering with our clients for 25 years to support positive social outcomes for underserved individuals and communities through impact investing.