As more investors begin to invest in projects that make social impact, financial advisors and investment groups are being required to change the strategies and criteria they use to help clients determine the appropriate placement of their investments. Clients are now more interested in the social impact of their investment than they have been in the past. Advisors must balance the importance of growing investments against a desire by clients to also make a positive impact in the social or philanthropic sector of their choice.
The bottom line in impact investment is figuring out if the client is pleased by the impact their contribution to a fund or project has made in the overall picture. This "feel good" quota is actually as important to many clients as the financial progress made by the fund. Investment advisors are changing their strategies to adjust to this new frame of mind and new type of client.
A customized collection of grant news from foundations and the federal government from around the Web.
Meticulon, a project of Autism Calgary Association in partnership with the federal government and the Sinneave Family Foundation, operates as a social enterprise that renders high-tech services provided by people with autism, leveraging their natural abilities at requiring attention to detail, repetition, and sequencing.