The night of Sunday, September 14, 2008, I sat, legs swinging over the Hudson River on the Jersey side, staring across the river at the space where the twin towers once stood. Just to the right, employees of Lehman Brothers were walking into a tall building empty-handed, only a few minutes later to reappear with a small box of personal belongings. At this moment, I realized there was more to life than money.”
Most foundations and charitable families have a mission guiding their grant giving, but not their investing. As a result, many are shocked to learn that they own companies and bonds that are actually working at cross-purposes to the stated mission.
Impact Investing – Investments made in companies, organizations, and funds with the intention to generate measurable social and environmental impact and a financial return.
Impact Investing, summed up in four words…Invest and Do Good. Ultimately, impact investing is a tool for generating financial return by connecting investors to issues they care most about.
For many years, philanthropy and investing were separate disciplines—one championing social change, the other financial gain. The idea that the two approaches could be integrated in the same deals—in essence, delivering a financial return while doing good—struck most philanthropists and most investors as far-fetched. Not anymore. Impact investing, which seeks to generate social and environmental benefits while delivering a financial return, is growing in popularity.
We believe, a mindset to invest and do good will create significant wealth and enjoyed by investors in organizations that generate rather than consume, that respect human rights and nature’s limitations, and that aim to create benefit for the greatest number of stakeholders, not just shareholders. We want to help foundations and charitable families identify what matters most to them, and align their financial resources toward those outcomes.
Yield Wealth Management helps foundations and charitable families align their financial resources with what matters most, their mission in life.
This blog represents opinions. Do not take as investment advice. For more information about Yield Wealth or to schedule a conversation, email info@yieldwealth.com
No Harm 