Overview
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combination of both philanthropy and impact investing.
To learn about how to implement an effective impact-based portfolio strategy, read the other paper in this two-part series: Implementing a Sustainable and Impact Investing Strategy—A Family Perspective.