Achieving your clients’ financial goals by utilising investments aligned to their values
Are you able to construct risk adjusted asset class portfolios that also generate positive impact returns, without throwing your investment philosophy out of the window? Is it possible these portfolios could occupy a more core portfolio function, their objective being to generate as high impact as possible whilst simultaneously reflecting, as closely as possible, the characteristics we’d expect in traditional portfolios (e.g. levels of risk, diversification, cost etc.)? The aim is to answer these fundamental questions and showcase the tools that enable your firm to deliver such a proposition to its clients.
Learning objective
Understand what tools can be used to enable delivery of positive impact returns.