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Impact Investing Archives - Wealthspire

Impact Investing

Financial Dictionary
What is Impact Investing? Impact investing is the process of aligning various preferred values with the generation of financial returns. There are a number of ways investors choose to approach impact investing, all largely dependent on what values investors choose to align with. While the most commonly understood use of impact investing is an emphasis on support for environmentally-friendly investments, other themes include: Negative investment screens to avoid companies conflicting with an investor’s personal values, such as companies that use harmful labor practices Incorporation of shareholder engagement that allows investors more of a say in how companies are run Integration…
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esg metrics

Inconsistencies in ESG Metrics

By Blog
With sustainable and impact investing assets accounting for a fourth of the total U.S. net flows in 2020, it is clear that environmental, social, and governance (ESG) investing continues to grow in popularity. Despite this rapid interest in ESG investing, the data remains inconsistent, and investors are wondering what metrics to use to measure ESG results. In this blog, we detail the current landscape of ESG metrics, explain how we at Wealthspire evaluate funds in this space, and provide resources that can be used by the everyday investor. What is Impact Investing? Aligning investment portfolios with personal values can come…
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impact investing

Introduction to Impact Investing: History, Strategies, and Trends

By Blog
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways to implement their desired investments. As part of those options, the rise of impact investing has created some fundamental changes in how investors view their asset portfolios. Assessments of a corporation’s performance on environmental, social, and governance (ESG) criteria have made it easier than ever for investors to align their personal values with their investment portfolios, and many have chosen to do so. Impact investing started as a means for organizations to avoid those areas that directly conflict with their…
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impact investing

Wealthspire Advisors Rolls Out Impact and ESG-Based Investment Portfolios

In the News
New York, February 22, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to align their investments with personal values. This new comprehensive offering includes customizable investment portfolios as well as a set of tools designed to support multi-generational relationships and encourage conversations around values-based investing with family members. The ultimate goal of the Wealthspire Advisors solution is to allow clients to reflect and support their personal values through their portfolios using investment selections that maintain the rigor of the core Wealthspire investment offerings. The new capabilities also position Wealthspire Advisors to better respond…
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Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

In the News
New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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