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Impact Investing Pillars

Demand for impact investing has grown dramatically in recent years, and advisors are increasingly challenged to meet that emerging interest.
These five pillars of impact investing can help you deliver a comprehensive program.

  • RESEARCH

    RESEARCH

    Research shows that investment funds incorporating ESG factors grew by over 4.5x in total net assets from 2010-2016.

    – US SIF Report, 2016

  • PRACTICE MANAGEMENT

    PRACTICE MANAGEMENT

    The average account size of impact SMAs is 25% larger than that of other SMA accounts.

    – Envestat March 2016

  • OVERLAY

    OVERLAY

    35% of ESG investment vehicles incorporate 5+ themes into their portfolios.

    – US SIF Report, 2016

  • REPORTING

    REPORTING

    Impact SMAs outperformed non-impact counterparts by 15.4% over a complete market cycle.

    – Envestat March 2016

  • INVESTMENT SOLUTIONS

    INVESTMENT SOLUTIONS

    The impact marketplace has increased fourteen-fold, or 1265% over the last 21 years.

    – US SIF Report, 2016

  • RESEARCH

  • PRACTICE MANAGEMENT

  • OVERLAY

  • REPORTING

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