Impact investing

Partnering with our clients to positively impact community and social outcomes through fixed income investments offering safety, liquidity and competitive returns.

Why impact investing?

Investors today don’t want to choose between doing good and doing well financially. Investors want to be part of the solution, not part of the problem. When it comes to the big issues like access to clean water, quality education, and affordable healthcare investors may find themselves asking, what can I do? How can we change this?

Impact investing allows you to invest in solutions that help solve these problems while generating market returns. With opportunities to invest in people, prosperity, and planet, investors can have a positive impact in their communities and beyond.

What is impact investing?

Impact Investing as compared to Socially Responsible Investing and Environmental, Social and Governance Investing

Impact investing

Investing with the goal of having a positive environmental or social impact while generating a financial return.

Increased focus on societal benefit or outcome.

SRI

Socially responsible investing (SRI) seeks to generate a financial return and pursue social goals by avoiding certain sectors.

Results in a constrained universe of investment options.

ESG integration

Incorporates environmental, social and governance (ESG) factors into portfolios while seeking to generate a financial return.

More robust risk assessment used to improve long-term risk-adjusted returns.


Impact investing: the intersection of financial returns and positive impact

Our approach to impact investing is focused on advancing social, environmental, and economic sustainability by investing in the planet, people and prosperity. Our rigorous impact measurement framework adds transparency and ensures accountability.

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Gold gear 17-color ring representing the UN SDGs in the center of golden gear
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BIPOC is an acronym that stands for Black, Indigenous, and People of Color.
1 Targeting options only available in certain vehicles and are subject to investment minimums.


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Impact investment themes

People, prosperity & planet

Our approach to impact investing seeks to build a sustainable ecosystem by investing in People, Prosperity, and Planet. To that end, we’ve identified seven key themes that we target with our investments.

Using these themes we’re able to build portfolios designed to deliver competitive financial returns while also driving targeted, measurable impact.

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Impact examples

People

Education

Increased access to education for people most in need

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Health & wellness

Investing in hospitals, vaccines, medication, medical devices and nutrition

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Multi-family affordable rental housing

Safe affordable housing for low-income families that are predominantly BIPOC or women-
headed households

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Prosperity

Affordable homeownership

Dedicated to helping low-and-moderate income families build wealth

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Small business

Financing small business growth & job creation in underserved communities with a focus on essential services

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Planet

Clean water & sanitation

Water infrastructure projects, expanded access to water, and wastewater treatment

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Climate change solutions & mitigation

Focused on financing wind, solar, mass transit and electric vehicles

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Invest in your community

Various entities have created investing collaboratives in their regions to pool their resources and scale their impact:


Our impact team

Partnering with our clients for 25 years to support positive social outcomes for underserved individuals and communities through impact investing.