Advisers are increasingly seeing a growing trend, where clients and potential clients are requesting to invest in a manner that aligns with their vision for a better future and world. These clients are seeking out a better way to invest, generate solid returns and also contribute to real environmental and social outcomes. One way that investors can “do good while doing well” is to seek opportunities for financial investments that also produce intentional and measurable social or environmental benefits, otherwise known as impact investing.

Financial advisers play an important role in helping their clients make decisions about which investments to choose, demystifying the terminology and options and supporting them to make investment decisions that align with positive change and financial return.

This paper specifically focuses on impact investing as an investment strategy that allows investors to invest their capital with the intention of benefiting society, without sacrificing long-term returns and achieving sufficient portfolio diversification.