A case study on institutional investing to generate social impact and financial return
Institutional investors have long been active in impact investing, including in private markets asset classes. According to the Global Impact Investing Network (“GIIN”), a leading industry organization, impact investing is defined as, “investments made into companies, organizations and funds with the intention to generate social and environmental impact alongside a financial return.”
We believe that non-financial and financial goals can co-exist. However, implementing such an approach takes time, professional expertise, innovative thinking and deep access to potential investment opportunities that align with investors’ desired objectives.
In this paper, we describe our approach and experiences with implementing an impact investment mandate (focused on private asset classes) for an institutional client.