Category: ESG & Impact Investing
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Impact Investing Principles
One of the key challenges for impact investors and philanthropists alike is measuring & reporting impact. Investing in things that make us feel good or simply giving our money away to what we think are worthy causes is not enough. Given today’s environmental, social, and economic climate, we need to measure and then report the
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Measuring Impact
This post provides a step-by-step guide that you can use to implement your own impact measurement process. By the end of this post, you’ll have a template you can use to either implement your own impact measurement framework or use our team to implement one for you. There are three steps we’ll need to take
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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.