Ten Key Actions for Families Interested in Impact InvestingTen Key Actions for Families Interested in Impact Investing

Pearline Yum

What’s “impact investing?” Why do families make impact investments, and how do they do it? 

“Impact investing” refers to strategies that actively incorporate social and environmental factors into investment decisions across asset classes. Impact investors intend to generate both financial return and measurable impact with their investments. The power of impact investing—and the confusion that it can inspire—comes from the creative tension that exists between the financial goals of impact investors and their non-financial (impact) objectives. Today, families and other asset owners use impact investing as a tool to create specific social and environmental outcomes in conjunction with their philanthropy and, in other contexts, as...