Risk, Return and Impact: Understanding Diversification and Performance Within an Impact Investing Portfolio
"What has been most interesting to observe over the past five years in particular is the number of impact investors coming to the table saying, “My measure of ‘return’ is not what the market may deem as an appropriate financial return, but rather a defined level of financial performance integrated with measurable social and environmental value creation. I AM the market and I will determine what appropriate rate of return I should seek.”
Lastly, Emerson presents work by Brian Dunn (at the time with Aquillian Investments) graphing the "efficient frontier" in three dimensions, adding "impact" the the traditional risk and return vectors. 15 page pdf.
Comments are closed.
"Insights" is our blog of case studies, newsletters, podcasts, videos, tips & tools, research, and more at the intersection of food, finance, and social good.