Impact Check

Impact Check

When sourcing social impact investments, our “IMPACT CHECK” investment model combines critical checks and balances with a knowledgeable and experienced team of advisors who watch the details and provide transparent client communication.

We assist in best practices on governance by creating and adhering to an investment policy statement (IPS). The IPS outlines the distinct guiding principles and purpose of the portfolio – objectives, risk tolerance, types of acceptable investments, time horizon and expected return objectives.  We turn a critical eye toward Environmental Social Governance (ESG) investments to ensure that client investments align with their values.

We apply a proprietary methodology that integrates…

  1. quantitative metrics to measure investment performance with
  2. a qualitative study matrix to identify companies that contribute positively to the communities that align with your values.

This helps to ensure that your investments have competitive returns while aligning with your values and your mission.  This selection universe of social, environmental and financial performance is then run through a “reality check” to evaluate their actual impact on society.

We support your mission with high-level oversight and transparency. We work with a variety of resources to align your impact goals and expectations to credible, evidence-backed investment strategies.

No strategy assures success or protects against loss. The return may be lower than if the advisor made decisions based solely on investment considerations.

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