Released: Bringing Impact Investing Down to Earth

July 14, 2015

I am excited to note the release of a new special report, produced in conjunction with MMI, entitled Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client Demand. The report examines the systems, indices, and other kinds of resources that have emerged to help with the measurement, management, and marketing of the non-financial performance of investments and evaluating them by the social good they achieve. 

The paper also details the growing client demand for impact investing – the practice of investing with the intention to generate measurable social and environmental impact alongside a financial return – and the obstacles to truly widespread adoption. Chief among these is the need to address issues related to transparency.

Building on an earlier report released by MMI in May 2014 – Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management – and a series of in-depth interviews with key senior executives, the new report offers greater clarity on how to link social and environmental impact with existing wealth management activities in the financial services industry. It also includes essays by leading practitioners who are learning by doing – Erika Karp and John Wilson of Cornerstone Capital Group, Jamie Butterworth of Circularity Capital, Mark Sloss of UBS, and Anna Snider of Merrill Lynch. 

Download the key findings from the report (here) and and check out coverage of it in Forbes (here) and FundFire (here).
And stay tuned for more updates and developments.
William Burckart is the Founder and CEO of Burckart Consulting  an impact investing analytics and strategy advisory firm. He serves on the Global Advisory Council of Cornerstone Capital Group and is a visiting scholar at the Federal Reserve Bank of San Francisco. 
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