Social Equity Investing: Righting Institutional Wrongs

Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal. Yet this effort raises important questions: What is social equity investing? What does it look like in practice? And how do social equity investments fit in a portfolio? In taking a closer review at the current state of social equity in the U.S., there are key lessons to learn when constructing portfolios with these investments.