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Alternative Market Briefing

Four Keys Approach to Impact Investing

Friday, March 10, 2017

Matthias Knab, Opalesque:

IMCA writes on Harvest Exchange:

Sustainable investing - a common catchall term for socially responsible (SRI), environmental, social, and governance (ESG), and impact investing - has become sufficiently mainstream so it isn't a great idea for an investment advisor to say, "We don't do that," said Jon Hale, head of sustainability research for Morningstar Investment Management. "Conversely, advisors who make it a specialty will be gaining a valuable differentiator."

To help advisors learn about what can appear to be a daunting topic, Hale presented four keys for sustainable investing success at IMCA's 2017 Investment Advisor Forum.

According to Hale, the first key is to understand why it's important to be conversant on the topic: limited natural resources, climate change, and the impacts of globalization. "All of these issues are driving home the importance of sustainability. Widespread appreciation for this can be seen simply in the proliferation of environmentally sound and socially conscious products, from hybrid cars to organic cereal," noted Hale.

Sustainable investing itself has evolved from SRI - investors choosing to screen out certain undesirable companies or practices from their portfolios - to ESG investing, choosing portfolios of investments based on their constituents bei......................

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