Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, impact investing strategies, and retirement plan consulting services, announces the publication of its newest white paper, Impact Investing: Why, What, How. The paper examines what impact investing is and why investors should be paying attention to it.
“The Global Impact Investing Network reports from their 2017 Annual Investor Survey that there is now at least $114 billion of impact investing assets under management and that impact investing is growing by about 18% per year,” the paper reveals. In this publication, the authors help investors navigate through the sea of acronyms associated with impact investing – SRI (socially responsible investing), ESG (environmental, social, governance), CSR (corporate social responsibility), etc. – to understand:
· Why global trends and demographics are creating impact investment opportunities
· What comprises impact investing, and the different flavors available to investors
· How investors can incorporate impact investing into their portfolios
Arnerich Massena began researching, studying, and making ventures into sustainable and impact investing back in 2009, and this marks the firm’s third white paper on the topic. “We’re excited to see the concept take root and begin to attract widespread attention,” the paper notes, “as we saw then and continue to see compelling investment opportunities in this area. Impact investing is more than a buzzword; it’s a lens through which we can make intelligent and forward-looking investment decisions… We believe that investors can use their investment dollars to make a positive impact while potentially enhancing the performance characteristics of their portfolio.”
CEO, co-CIO, and co-author Tony Arnerich has championed impact and sustainable investing for nearly a decade, based on a keen understanding of the demographic shifts the world is experiencing. “The population growth around the world, coupled with the growing middle class in developing nations, has resulted in unintended consequences, and private capital is needed to deal with these issues,” he says. “Fortunately, there are wonderfully innovative entrepreneurs finding solutions and creating highly attractive investment opportunities. For a while now, it has seemed evident to me how much opportunity there is in investing in ‘what the world needs.’ I’m excited to share that perspective, and glad to see it taking hold in the investment community.”
“Our research team has developed a complete multi-asset class strategy focused on impact investing, and we offer a menu of impact-oriented investments to fit different investor profiles and portfolio needs,” Bryan Shipley, CFA, CAIA, co-CIO and co-author remarks. “Building on our ten years of researching impact and sustainable investments and our proprietary due diligence process, we offer our clients access to impact investing in a thoughtful, disciplined manner. This paper helps set the stage for investors to better understand the opportunity set and thinking behind the investment thesis.”
A downloadable version of Impact Investing: Why, What, How? and an executive summary of the paper are available at http://arnerichmassena.com/Research-Resources/
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent, employee-owned investment advisory firm servicing endowments, foundations, private clients, charitable organizations, trusts and estates, and corporate retirement and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.