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Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or 社会ly focused investments as well. 事实上，影响力AG捕鱼王新版app下载占1美元.164 trillion of managed investments worldwide, with 37% held in North America. 想了解更多关于影响力AG捕鱼王新版app下载的知识? 继续读下去.1
什么是影响力AG捕鱼王新版app下载?
Impact investments are made with a measurable or tangible goal for 社会 change in mind. From there, the criteria may differ depending on your own values and focuses. 例如, you may choose to invest in a company that commits to planting a certain amount of trees per year or another organization that provides resources to school districts in low-income communities.
You may hear other phrases used in conjunction with impact investing, such as 社会ly responsible investing (SRI) or environmental, 社会, 和治理AG捕鱼王新版app下载(ESG). These investment models follow more specific criteria and guidelines such as ethical business practices, 环境保护, 以及当地社区的影响.2
影响AG捕鱼王新版app下载, SRI and ESG investments have certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, 因此, investors may forgo some market opportunities and the universe of investments available will be smaller.
设定的期望
Making a difference in the world is only one consideration with impact investing. 在最近对影响力AG捕鱼王新版app下载者的一项调查中, 88% indicated that the financial performance of their investments were either in line with or outperformed their expectations.3
影响力AG捕鱼王新版app下载小贴士
Here are a few concepts to keep in mind with Impact Investing:
- 你的价值观: What specific areas of impact are you hoping to make with your investments? Are you focused on sustainability, 社会 justice, your religion, or another area? Deciding what you’re looking to accomplish can help narrow your focus.
- AG捕鱼王新版app下载类型: There are a variety of investments that are structured to help pursue your goals when it comes to Impact Investing. As you define your values, the types of investments may become more clear.
- 影响报告: Impact reports are designed to provide information that breaks down how the company is making a difference and what measurable goals they’re following. Impact reports are one factor to consider as you evaluate opportunities.
Impact investing can help keep your investment aligned with your personal beliefs. As you consider whether this choice may be appropriate for you, don’t hesitate to reach out. We may be able to provide some information or identify some resources that you may find insightful.
1. TheGIIN.org, 2023
2. Investopedia.2023年3月23日
3. TheGIIN.2023年6月27日
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