Category: ESG & Impact Investing
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Seven Blind Spots your Private Foundation May Have
Our family office provides management & administrative services to private foundations. Over the years, we’ve realized many private foundations take certain responsibilities for granted. So, when an “unexpected” event occurs (like a CRA audit, death of a board member, change of tax rules) these private foundations scramble to adjust. The result is stress to the…
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Making Impact Investments
Impact investing seeks to achieve certain social and environmental goals as the primary reason for making an investment. Impact investors oftentimes sacrifice economic profit and liquidity in favour of achieving the investment’s non-economic goals. This post describes what impact investing is and the choices impact investors face. Impact Over Profit? We can think of impact…
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Creating an ESG Portfolio
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.