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INVESTING FOR




                      IMPACT




















                         Make a Difference While
                             Pursuing Your Goals

































                     hat if the companies you   Current research shows that more than   Remember that investing involves
                     chose to invest in could   8 in 10 investors have shown interest in   risks, and investment decisions
        W support your financial             impact investing. When those          should be based on your own goals,
        goals and help you attempt to make the   who identified as millennials were   time horizon, and tolerance for risk.
                                             surveyed, that number jumped to 9 in
        world a better place? To many,                                             The return and principal value of
                                             10. Further supporting this trend are
        this might sound like a pipe dream                                         investments will fluctuate as market
                                             the majority of major firms now offering
        or the idealistic wonderings of a                                          conditions change. And investments,
                                             investment funds that utilize impact
        new investor. However, “impact                                             when sold, may be worth more or less
                                             investing strategies. In short, impact
        investing,” or investing with the                                          than their original cost.
                                             investing’s popularity is clearly on the
        intention of creating a positive social or
                                             rise. But what exactly is it, and how is it
        environmental change, in addition to a
                                             used? To answer these questions, let’s
        financial return, is not only possible,    start by taking a look at the surprising
        but also on the rise. 1              history of this model. 2,3
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