Managing a Portfolio of Impact Assets

Investors are increasingly looking for a more direct and positive use for their money beyond so called ethical investments. Private client advisers and asset managers can broaden and strengthen their relationships with their clients by developing services on impact investments that offer a blended return of high social and environmental benefit as well as financial returns.  Portfolios can be built around asset classes, sectors, returns, impacts and geographies. They can be segregated or held as part of a core portfolio.

Through our FSA regulated subsidiary, The Social Investment Market, we offer:

Profiling

we create and document an appropriate investment brief based on a thorough client 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 want to engage directly with their investees.

Reporting

we use our unique impact measurment and rating methodology to report on the blended return of individual investments.