Publication date:
11/2014
While traditional investment management has focused on maximizing risk-adjusted return, a growing number of forward-thinking philanthropic investors are looking at how to impact social issues through their investments. At the most basic level, these investors might screen their portfolios to avoid certain holdings. Others seek private market investments to achieve both social impact and a financial return. Session Objectives: • Explore the continuum of approaches available to achieve both social impact and a financial return • Discuss fiduciary responsibility, potential performance, due...