We at Impact Capital Strategies believe in creating positive change within our communities. Within the context of a fit with client goals and objectives ICS can provide clients with investment options that focus on community-based organizations or underserved communities around the world which can allow them to potentially participate in positively impacting those communities.

Portfolio screening is the process of selecting companies to invest in—or not invest in—based on their social, environmental, and governance practices. We work with our clients to develop an investment strategy that can utilize investment screening if desired and appropriate for their goals and objectives.

Additionally, as appropriate to a client’s investment objectives ICS can follow and incorporate investments for client consideration from specific market sectors such as the following:

  • Alternative energy, such as solar, wind and geothermal
  • Organic food markets
  • Water and energy efficiency
  • Lifestyles of Health and Sustainability (LOHAS) 

An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor.