Producing abundance of impact with our money is making the world a better place.
Newtons Law: For Every Action, There Is An Equal And Opposite Reaction.
What we are seeing in society is ugly, on both polar ends. It’s Newton’s law. It’s great to see people standing up, for what they believe in – it’s fundamentalist, on both ends, making it ugly.
At Yield Wealth, we talk a lot about “what matters most to you?” Everyday we have conversations about passions and beliefs. Most of the time, money invested supports volumes of companies working directly against what is most important to the client.
Stock means ownership, nothing more, nothing less. So why would you own a company that supports everything you’re against?
The movement toward investing in what’s good instead of just screening out what’s bad is growing, fueled by a new generation of investors – Millennials (gen Y, gen x and a few boomers) are questioning conventional systems and approaches across the board, from food to education to finance.
That’s leading to conversations about aligning personal and family investments with values. A recent Morgan Stanley Institute for Sustainable Investing poll found that millennial investors and women generally are the most likely to invest for impact. Overall, 71 percent of investors are interested in sustainable investing, defined as “making investments in companies or funds that aim to do market-rate financial returns while pursuing positive social and/or environmental impact” — INVEST, DO GOOD.
Historically (2005 – 2008), $3+ Million was the “water mark” for impact investing. It’s true, we can customize amazing portfolios of “Core Impact” investments at this level. But, times are changing and impact 1.0, a high cost, high risk limited information platform is in the midst of rapid evolution. A study, Impact 2.0, led by CASEi3, Duke University (2012), concluded that the cost and risk are at par with other core investments. It is possible to serve two masters – Profit and Do Good.
Now, 2015, we are at a level of knowledge, education and experience where, at any level of assets, you can invest for profit and do good. It’s a matter of choice. (Impact 3.0 or Core Impact)
Align what matters most to you and we’ll help you create a portfolio of action, supporting your beliefs. So, what are you waiting for, put your money where your heart is – seek profit and do good.
Charles Kochel founded Yield Wealth Management, with the purpose of bringing “Mindful Wealth Management” to the south. Yield Wealth is one of the first benefit corporations in Arkansas and is leading the charge, helping people, foundations and endowments align their assets to what matters most in life, seeking profit and doing good.
This blog is intended for information purposes only – not investment advice. Contact firstname.lastname@example.org to set a time for conversation about our beliefs and capabilities.
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