Investment Advisory

Investment Advisory

Investing for Good provides Investment Advisory

Investing for Good provides deal origination, screening, due diligence and ongoing monitoring of the social and financial impact of investments. In a crowded marketplace, integrating impact into portfolios could improve retention rates and attract new business as well as achieve better client relationships. Indeed, access to impact investments may become a competitive necessity for wealth managers, trusts and charitable foundations.  

IFG’s established relationships with social purpose organisations makes us well placed to ensure investments are aligned with investors’ areas of interest.  By reallocating charitable funds to impact investments, potential new sources of revenue may be created. In place of the traditional model, which commits charitable capital to pure philanthropic giving, impact investing creates social change whilst retaining capital for the investor, with the potential for significant returns.  Using our The Good Investor template, IFG will help you understand, evaluate and communicate the impact of investments.


Our other services:

Social Impact Advisory

Social Audit