Impact investing

Invest in the world you want to live in.

Making a difference

Aligning personal values with financial goals

With impact investing, investors can seek to help solve the world’s major social and environmental problems while potentially earning attractive returns. We aim to invest in impact companies whose innovative solutions are supported by long-term societal trends.

We believe short-term volatility is possible given the smaller size and disruptive nature of some companies, making the approach more suitable for long-term investors.

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

Invest with us

Capital at risk.

Global Impact Annual Report

From safer food and affordable housing to clean energy and internet access, companies in the Global Impact portfolio have improved the lives of millions of people around the world. See highlights from the past year, get some of our latest research, and read about the measurable results these companies are delivering.

Read Our Impact Report

A philosophy built on global change

In this three-minute video, Portfolio Manager Eric Rice discusses his team’s philosophy and approach, recent investment opportunities, and the first new impact theme added to the strategy since inception.

Our impact themes

3 categories. 11 themes. A world of opportunities.

Life essentials

Affordable Housing
Clean Water & Sanitation
Health
Sustainable Agriculture & Nutrition

Human empowerment

Digital Divide
Education & Job Training
Financial Inclusion
Safety & Security

Environment

Alternative Energy
Resource Efficiency
Resource Stewardship

Measuring Impact

How evaluation is central to our research and investment process

With extensive research and the development of proprietary key performance indicators (KPIs), we seek to determine each company’s progress toward effecting positive social and environmental change. By adopting a structured, repeatable methodology, we aim to hold ourselves — and the companies we invest in — to high standards of accountability for measuring and achieving impact.

KPI logic chain and examples of metrics

1 - Input
  • Capital spending
  • Research
  • Specialized knowledge
  • Supplies
2 - Activity
  • Product development
  • Construction activity
  • Drug testing
  • Training programs
3 - Output
  • Student education
  • Units sold
  • Patients treated
  • Loan value provided
4 - Outcome
  • Salary increases
  • Health improvements
  • CO2 emissions avoided
5 - Impact
  • Reduction in poverty
  • Lives saved
  • Economic gains
  • Social empowerment
  • Health care cost savings

The KPI examples are for illustrative purposes only.

Gain insight

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Listed equities: Aiming to fill a void in the impact ecosystem

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Expanding impact through the public bond markets

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Global Impact Annual Report

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Guide to Impact Investing