Implementing a Sustainable and Impact Investing Strategy—A Family Perspective
Overview
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage an investment portfolio of these strategies, and why families are well positioned to deploy capital in this space.