Are You Ready for Your Portfolio to Make a Difference?

Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or 社会ly focused investments as well. 事实上，影响力投资占1美元.164 trillion of managed investments worldwide, with 37% held in North America. 想了解更多关于影响力投资的知识? 继续读下去.¹

什么是影响力投资?

Impact investments are made with a measurable or tangible goal for 社会 change in mind. From there, the criteria may differ depending on your own values and focuses. 例如, you may choose to invest in a company that commits to planting a certain amount of trees per year or another organization that provides resources to school districts in low-income communities.

You may hear other phrases used in conjunction with impact investing, such as 社会ly responsible investing (SRI) or environmental, 社会, 和治理投资(ESG). These investment models follow more specific criteria and guidelines such as ethical business practices, 环境保护, 以及当地社区的影响.²

影响投资, SRI and ESG investments have certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, 因此, investors may forgo some market opportunities and the universe of investments available will be smaller.

设定的期望

Making a difference in the world is only one consideration with impact investing. 在最近对影响力投资者的一项调查中, 88% indicated that the financial performance of their investments were either in line with or outperformed their expectations.³

影响力投资小贴士

Here are a few concepts to keep in mind with Impact Investing:

• 你的价值观: What specific areas of impact are you hoping to make with your investments? Are you focused on sustainability, 社会 justice, your religion, or another area? Deciding what you’re looking to accomplish can help narrow your focus.
• 投资类型: There are a variety of investments that are structured to help pursue your goals when it comes to Impact Investing. As you define your values, the types of investments may become more clear.
• 影响报告: Impact reports are designed to provide information that breaks down how the company is making a difference and what measurable goals they’re following. Impact reports are one factor to consider as you evaluate opportunities.

Impact investing can help keep your investment aligned with your personal beliefs. As you consider whether this choice may be appropriate for you, don’t hesitate to reach out. We may be able to provide some information or identify some resources that you may find insightful.

1. TheGIIN.org, 2023
2. Investopedia.2023年3月23日
3. TheGIIN.2023年6月27日

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. 请咨询法律或税务专业人士 for specific information regarding your individual situation. This material was developed and produced by 手机赌博软件下载 to provide information on a topic that may be of interest. 消费品, 有限责任公司, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. 所表达的意见和 material provided are for general information, and should not be considered a solicitation for the purchase or 出售任何证券. 版权 手机赌博软件下载.