What is impact investing?
Put simply, it’s investing money to make a positive impact on the world, as well as a financial return.
Contrary to the traditional approach to investing, an impact portfolio optimises for a set of desired outcomes, rather than just maximising one.
It also goes well beyond ESG screening and seeks to proactively place capital where it can make a positive difference.
Going beyond the numbers and undertaking a deep grassroots analysis of the sustainable funds
Impact investing revolves around the conviction that profit and purpose can not only co-exist, but can be mutually reinforcing; that it is perfectly possible to do well financially while doing good, by creating a fairer and more habitable world.
To understand more about ESG vs impact investing and the focus of the Wellth portfolios, please click here.
Converting complexity into clarity
Knowing how to cut through the noise, greenwash and marketing to be able to confidently deploy capital for profit and purpose isn’t straightforward.
There are many competing voices and claims. Different names for the same things. The same names for different things. Not enough consistency, transparency or accountability.
Building authentic impact portfolios that balance the competing issues and objectives is important, but also complex.
Wellth Portfolios have been designed to provide the choices and solutions that investors and their professional advisers need, want and deserve.
Being able to invest with confidence in
line with your values and preferences should be an expectation today, not an aspiration for the future.
