Watch Aubre Clemens, Vice President of J.P. Morgan Manager Selection Due Diligence Team, introduce the approach of Impact Investing.
Defining the approach
Impact investing seeks to generate measurable positive social or environmental impact alongside financial return. The most frequent form of investment is private equity or private debt, either via investments in companies or via funds that invest in a portfolio of companies.
Impact investing is still in an early stage of development. As with all private investing, due diligence, manager selection and liquidity are critical considerations.
Investors can approach impact investing in a variety of ways, across asset classes, sectors and geographies. To help align your portfolio with your values, we offer:
- Private investments
Case Study: Engaging families in the conversation*
PORTFOLIO GOALS: A client wanted his portfolio to reflect his social commitments. He also wanted to involve his children in impact investing, but they were initially disinterested.
OUR APPROACH: The client invested in a social-impact private equity fund focused on sustainability, health and wellness, and community building. Since these were also his children’s social passions, he hoped they would come to support this investment direction over time.
*All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as recommendations. They are based on current market conditions that constitute our judgment and are subject to change. Results shown are not meant to be representative of actual results. Past performance is not a guarantee of the future performance of an investment.