Help Clients Navigate Impact Investing

Help Clients Navigate Impact Investing l The Wall Street Journal

By: Julia Sze, April 20, 2016

  • There has been growing interest in impact investing, or the use of investment capital to effect positive social and environmental change. Clients increasingly approach advisers with questions about how they may use their portfolios in an altruistic or philanthropic way. Advisers should be versed in some of the basics of impact investing so they can help clients navigate this new and exciting—though sometimes confusing—field.