Implementing a Sustainable and Impact Investing Strategy – A Family Perspective

In the second of our two-part series on philanthropy and sustainable investing, we take a closer look at portfolio implementation best practices for families. In doing so, we outline how families may wish to identify opportunities within sustainable and impact investing (SII) themes. We discuss the broad opportunity set, how to construct and then actively manage an investment portfolio of these strategies, and why families are well positioned to deploy capital in this space.

Implementing an SII strategy is complex because it does not occur in a vacuum; rather, it is one important element in a larger portfolio construction process. For the purpose of this piece, however, we focus on the nuances involved in implementing an effective SII portfolio strategy. We put forward four guiding principles and conclude that a ‘one size fits all’ approach doesn’t work – individual choices should be made based on family values, goals, and circumstances, including available time and resources.

Read the rest of the paper here.