Tag: #esg
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What Defines an Impact Investment?
When people hear ‘impact investing,’ they often think of philanthropy with a financial twist. But it’s more than that. Impact investments are about investing with intention—aligning your money with your values while still expecting solid financial returns. So, what really defines an impact investment? Characteristics of an Impact Investment Impact investments aren’t just about feeling…
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Your Wealth, Your Values
At Markdale Financial Management, we understand the importance of aligning your investments with your philanthropic and personal values. Our family office offers a comprehensive approach to managing wealth that ensures your financial strategies reflect your ethical principles and charitable goals. Here’s how we can assist you: Crafting a Personalized Investment Policy Statement (IPS) We begin…
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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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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.