Social investments are becoming more popular by the minute. John Braybrook takes a look at exactly what it means to do good while investing.
Since the introduction of ethical funds to the investment market, the idea of doing good as part of clients’ approach to investing has gathered momentum. Concepts such as impact investing, sustainable investing, socially responsible investing and donor advised foundations (DAFs), combining various aspects of philanthropy and financial planning have become more mainstream and are attracting increasing numbers of investors from a wider base than ever before.
Four key themes run through the sector, whether clients begin with substantial sums or with smaller investments from which they hope to plan and build: