What, exactly, is an impact investment? How does their financial performance stack up against typical investments? What should you make of the recent ESG backlash? CapShift’s resident impact investment expert Will Mucci and Conor Douglass, PR professional at Milk & Honey —childhood best friends — debunk common myths, and deliver the essentials you need to know to get started with impact investing.

Sources:

• (16:53) Sustainable Signals, Morgan Stanley. Page 15. https://www.morganstanley.com/content/dam/msdotcom/en/assets/pdfs/MSInstituteforSustainableInvesting-SustainableSignals-Individuals-2024.pdf
• (24:10) 2023 GIINsight: Impact Investing Allocations, Activity, & Performance, GIIN. Page 20. https://thegiin.org/assets/documents/pub/2023-GIINsight/2023%20GIINsight%20%E2%80%93%20Impact%20Investing%20Allocations,%20Activity%20&%20Performance.pdf

Additional Reading:

• Impact Investing 101 FAQ for Financial Advisors: https://capshift.com/expertise/financial-advisors-family-offices/advisor-101/
• Rising above the labels: 4 strategies for meaningful ESG and impact in public markets: https://capshift.com/article/rising-above-the-labels-4-strategies-for-meaningful-esg-and-impact-in-public-markets/
• What Do Eggs Have to Do With Impact Investing?https://capshift.com/article/what-do-eggs-have-to-do-with-impact-investing/

Disclosures:

Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this podcast constitutes an offer, solicitation of an offer, or advice to buy or sell securities.  For detailed disclosures, please visit:  https://capshift.com/social-media-disclosures/