Calvert Impact Releases Financial Advisor Guide to Impact Investing
Calvert Impact has released “Impact Investing: A Short Guide for Financial Advisors” to help advisors understand the important opportunity impact investing represents for their clients and their practice.
While the impact investing market has more than doubled to over $1 trillion in recent years according to the Global Impact Investing Network, and demand from both individual and institutional investors is growing, the guide aims to address that many financial advisors have not incorporated impact investment options into their conversations or practice.
The Guide focuses on impact investments that intend to create positive, measurable social and environmental impact alongside financial returns. Investors have a range of options based on the geographic and impact sectors they care about – from affordable housing and community development in the U.S., to supporting job creation and environmental solutions in low-income communities around the world.
These all represent an opportunity for advisors to talk with their clients about what really matters to them and the world they want to see, and then discuss some options that could be more meaningful to client portfolios and relationships.
“We consistently hear from investors that their financial advisors aren’t helping or talking with them about impact investing,” said Anna Mabrey, Director of Investor Relations at Calvert Impact. “We also hear from advisors that they just aren’t aware of the impact opportunities they have access to at their firms or how to have the conversation with clients. We want to help bridge this gap so that advisors can deepen client relationships and advance their practice.”
While most impact investments are in private markets, there are more public options accessible to investors of all types and almost all financial firms. There are also important performance and risk considerations, both financial and impact, that advisors can really help their clients with.
The guide is also accompanied by interactive webinar trainings to provide more direct and tailored support to advisors on their impact investing journeys with clients. This includes helping advisors navigate the impact investing options and resources at their specific firms, which often aren’t well known or publicized internally.
Patricia Redsicker, Calvert Impact’s Senior Officer of Investor Relations, added “It is exciting to see advisory firms develop significant impact investing expertise and platforms, but the majority of advisors and their clients are just beginning to explore this area, and we hope to make it easier for them to understand how to get started.”
Financial advisors can access the Guide here. Or email us at info@calvertimpact.org
Read Calvert Impact’s most recent article for GreenMoney: The Key to a Net-Zero Future is Lower Carbon Buildings Today by Beau Engman of PACE Equity and Lucas Pappas of Calvert Impact.
About Calvert Impact
Calvert Impact is a global nonprofit investment firm that helps investors and financial professionals invest in solutions that people and the planet need. During its 28-year history, Calvert Impact has mobilized approximately $5 billion to build and grow local community and green finance organizations through its flagship Community Investment Note™ and other products and services.
Calvert Impact recently launched the Cut Carbon Note, a product that aims to reduce carbon emissions and transform the way we build. Calvert Impact uses its unique position to bring the capital markets and communities closer together. More at calvertimpact.org.
Calvert Impact Capital, Inc., a 501(c)(3) nonprofit and a subsidiary of Calvert Impact, Inc., offers the Community Investment Note. Calvert Impact Climate, Inc., a 501(c)(3) nonprofit and a subsidiary of Calvert Impact, Inc., offers the Cut Carbon Note.
The Community Investment Note and Cut Carbon Note are subject to certain risks, are not a mutual funds, are not FDIC or SIPC insured, and should not be confused with any Calvert Research and Management-sponsored investment product. Any decision to invest in these securities through this Site should only be made after reading the applicable prospectus or by calling 800-248-0337.