Breakout 3 - Data Driven Impact: Measuring Social Impact and Investment Returns

Many family members and family offices are attracted to the idea of aligning their values with their investing. Yet many are confused or frustrated by the lack of straightforward methods and metrics to define an “impact investment,” particularly how to contrast these to more traditional investments. This session will discuss the significant evolution of analytics to determine whether investment returns on an “impact” investment are concessionary, and also new metrics to help quantify the social or environmental contribution of an investment.