We can help you leverage your money to make a difference.
At Impact Capital Strategies, we are committed to using socially responsible investment strategies to integrate your values with your financial goals. As experienced financial advisors, we will work to leverage the power of your investments for social good, while aiming to boost the performance of your portfolio through Impact Investing. Whether you are an individual investor or represent a non-profit or a foundation, our vision is to help you meet your financial goals while creating positive change through an effective, comprehensive action plan.
“Sustainable” or “Social Impact” investing focuses on companies that demonstrate adherence to environmental, social and corporate governance (ESG) principles, among other values. There is no assurance that social impact investing can be an effective strategy under all market conditions or that a strategy’s holding will exhibit positive or favorable ESG characteristics. Different investment styles tend to shift in and out of favor. In addition, an investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. In addition, some ESG investments may be dependent on government tax incentives and subsidies and on political support for certain environmental technologies and companies. The ESG sector also may have challenges such as limited number of issuers and liquidity in the market, including a robust secondary market. There are many factors to consider when choosing an investment portfolio and ESG data is only one component to potentially consider. Investors should not place undue reliance on ESG principles when selecting an investment.
Investing With Impact
What is Impact Investing?
Impact investing refers to investments made in companies, organizations and funds with the intention to create a measurable social and environmental benefit alongside a financial return. Find out more...
ICS uses socially responsible investment strategies to help our clients align their investments with their values to make a positive impact in the world – both locally and globally. Find out more...
We work with shareholders to influence public companies by leveraging voting rights, dialogue, resolutions, and/or divestment to urge them to comply with basic ethical and social standards. Find out more...