Impact Investing: Doing what’s best for planet and portfolio

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The global issues we face are real. A warming planet, a growing gap between rich and poor, inequalities among race and gender, and doubts that our generation will hand off a sustainable environment for future generations. With the rise of all these pressing issues, more of our clients are turning to Impact Investing to fund causes they care about and generate positive returns to fund their legacy.

Impacting investing isn’t writing a one-time check to a favorite charity. The Global Impact Investing Network (GIIN) defines impact as investments made into companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a financial return. The goal is long-term sustainability. To identify and adopt specific impact objectives, define a strategy, monitor effectiveness against impact and returns, and refine the strategy based on results and shifting priorities.

So how do you become an Impact Investor? At BakerAvenue, we find our proprietary MOSAIC process is an effective tool to help clients adopt impact investing on either a minor or major scale. Using the Mosaic, we better understand your aspirations and can work to make Impact Investing a reality. In a time when we’re all making smarter decisions about what we eat, what to wear and where to live, how to invest with the most impact should be part of anyone’s investment plan.

Impact Investing

Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional. Past performance is never a guarantee of future performance. Baker Avenue Asset Management LP may currently own or have previously owned a specific stock or company referenced, and a list of our past holdings can be found at the SEC website. Click to view full disclosures.