Building a Portfolio

Investors are increasingly looking for a more direct and positive use for their money.  Private client advisers and asset managers are in the perfect position to broaden and strengthen their client relationships by offering services in the emerging field of impact investment.

Whether your clients are high net worth individuals, trusts, charities, it is possible to offer them access to a new asset class of investments that offer a blended return of high social and environmental benefit as well as financial returns.  Portfolios can be built around asset classes, themes, return expectations and types, positive impact and geographies.  They can be segregated or held as part of a core portfolio.

The Investing for Good Advisory Service offers:

Profiling - we create and document an appropriate investment brief based on a thorough profiling exercise.

Independence - we do not earn from the investments we recommend so investors can rely on our objective advice.

Efficiency - we screen deals and conduct thorough due diligence leaving investors free to make informed decisions.

Involvement - we can assist those investors who value opportunities to help their investments prosper.

Reporting - we supply all our investors with semi-annual updates on the blended return of their investments.