Social Impact Investing

Understanding social impact investing can help you put your money into companies that reflect your core values

What Is Social Impact Investing?

The investments you choose should be intended to help achieve your financial goals – affording retirement, paying for higher education, leaving a legacy, for example. But shouldn’t they also reflect your core values, the things you deeply believe in?

That’s what social impact investing is all about. By carefully selecting which companies to invest in, it aims to effect positive change in areas such as health care, education, affordable housing, the environment, agriculture, animal rights, and gender equality. This growing trend can help investors:

  • Align their personal values with their investment objectives
  • Employ strategies that seek to meet, or even exceed, the performance of traditional investments
  • Invest with a purpose with the goal of realizing a direct impact

To learn more, download your free guide on social impact investing.

Download Our Free Guide (PDF)

A portfolio’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy, which could cause it to underperform similar portfolios that do not have a social policy. A socially responsible investing style may shift in and out of favor.