We’ve been involved in the development of this progressive wealth deployment strategy since it’s early stages because we believe it appeals to a significant number of forward thinking investors who have moved beyond thinking in the traditional binary way of risk and return to adding a further important element of the ‘impact’ of your wealth.
Sustainable investments adopt progressive environmental, social and governance (‘ESG’) practices that may enhance value. We define social impact investment as the deployment of repayable capital with the aim of achieving a defined and measurable social impact as well as a financial return. Social impact is about tackling social problems, improving communities and improving people’s life chances. Thus, social investments are made in social enterprises, which are enterprises that have a stated social objective, as well as an economic objective to generate long term financial sustainability.
In the right circumstances these investments could form part of a portfolio.