Public Equity and Impact Investing: A Primer for Families

For decades, asset owners have worked to align their public equity investments with their values. Today, many investors in public equity consider social and environmental issues in their investment selection processes. Given the diversity and demonstrable track records of these strategies, families may find public equity to be an accessible asset class as they develop impact investment portfolios. Families can make public equity impact investment in several ways to achieve their overall impact and financial objectives.