Investing Alongside Your Values

The desire to integrate values and investment decisions has long been important to investors and is a movement that has gained permanency. Research shows that when implemented thoughtfully with active management, impact investing can achieve social goals, as well as produce competitive and even excess returns over a benchmark. A deep and growing field, impact investing cannot be generalized. While significant activity occurs within private investments, this paper focuses on opportunities in the public markets. The paper provides an overview of the impact investing lifecycle, the evolution toward positive screening and Glenmede’s methodology for constructing impact-aligned portfolios.