Secure your legacy Generating returns. Sustainably.
Nowadays, there is a lot more to investing than just generating financial returns. Today, we have the chance not just to increase our own personal wealth, but also to drive positive change by investing sustainably. If you are thinking about how your personal wealth can have a positive impact, there has never been a better time to invest.
There are variety of ways to invest with the greater good in mind. The focus of our Impact Advisory and Finance (IAF) department is to develop financial products that generate returns through sustainable and impact investing.
To do this, we take a wide range of factors into consideration including environment, social, and governance (ESG) standards as well as the UN Sustainable Development Goals (SDG)1.
When screening and constructing client portfolios, we also collaborate with our own experts in the fields of sustainability, impact, ESG, investment research, and portfolio management to apply a combination of sustainable investment approaches.
Sustainable investing means taking into consideration environmental, social and governance (ESG) aspects in addition to traditional valuation criteria. Sustainable investing spans all asset classes, and we seek to align with our client's personal values while fostering positive social and environmental change in line with the UN's Sustainable Development Goals (SDGs).
Return-first impact investing
If you are passionate about any of the areas highlighted by the SDGs, be that education, housing, or responsible consumption, then return-first impact investments deliver social and environmental impact in a way that is both measurable and positive, while maintaining the focus on return. This type of investing is largely limited to private equity, venture capital, and private debt alternatives.
Think about the things you are against. Are you currently invested in companies that do those things? With this approach, we avoid investments in companies and industries that go against your personal beliefs and move towards those that adhere to ESG standards. For example, many of our clients choose to avoid investing in companies that manufacture weapons, have a history of human rights violations, or are generating excessive pollution.
Here we identify those companies that excel at implementing and following ESG standards. The portfolio's sustainability profile may be further enhanced through investments that target sustainable or positively impactful businesses – for example, those focused on energy efficiency, water conservation, increasing access to education, or improving healthcare.
Either way, we will partner with you to enhance your portfolio into one that delivers returns while helping to create a better future.
1. The Sustainable Development Goals lay the groundwork for promoting a universal access to a more sustainable future. Their main focus is to tackle global issues including poverty, environmental and climate change as well as social inequality. The Goals are interdependent and the objective is to meet each target by 2030.