Written by
Kelsey Syvrud, PhD
Written by
Kelsey Syvrud, PhD
Published on
April 22, 2023
Category
Impact
Sustainable and Impact Investing Primer
Sustainable and Impact Investing Primer
At Fire Capital, we believe that impact investing is inherently personal. We aim to align our clients' investments with their personal values while helping them understand the risks associated with the level of impact each client wants to make. The end goal is to responsibly weave in impact-oriented investments to help clients achieve all their goals (both financial and non-financial).
Impact and sustainable investing methods cover a wide spectrum ranging from purely philanthropic pursuits (i.e., solely non-financial return) to strategies that seek to make impact-oriented investments without sacrificing financial return.
While impact and sustainable investments have been on the rise, numerous studies have found that investors lack of understanding of the area has been both a barrier to entry as well as a roadblock in implementation.
Our approach does not rely solely on commercially branded sustainable products, nor do we enforce our impact ideals on our clients. Instead, we aim to educate our clients in impact and sustainable investing in efforts to enlighten and empower them on the numerous ways they can use capital to "make an impact." We encourage our clients to join us in thinking outside of the box when it comes to incorporating non-financial goals into their traditional portfolios.
In efforts to introduce to the variety of ways impact and sustainable investing can be weaved in with traditional investments, we have prepared an Impact & Sustainable Investing primer.
Additionally, to aid in breaking down the nomenclature often associated with impact and sustainable investments, the infographic includes a link to our Sustainable and Impact glossary which includes some of the commonly used terms.
Click here to download the PDF or read below:
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Disclaimer
The information in this report was prepared by Fire Capital Management. Any views, ideas or forecasts expressed in this report are solely the opinion of Fire Capital Management, unless specifically stated otherwise. The information, data, and statements of fact as of the date of this report are for general purposes only and are believed to be accurate from reliable sources, but no representation or guarantee is made as to their completeness or accuracy. Market conditions can change very quickly. Fire Capital Management reserves the right to alter opinions and/or forecasts as of the date of this report without notice.
All investments involve risk and possible loss of principal. There is no assurance that any intended results and/or hypothetical projections will be achieved or that any forecasts expressed will be realized. The information in this report does guarantee future performance of any security, product, or market. Fire Capital Management does not accept any liability for any loss arising from the use of information or opinions stated in this report.
The information in this report may not to be suitable or useful to all investors. Every individual has unique circumstances, risk tolerance, financial goals, investment objectives, and investment constraints. This report and its contents should not be used as the sole basis for any investment decision. Fire Capital Management is a boutique investment management company and operates as a Registered Investment Advisor (RIA). Additional information about the firm and its processes can be found in the company ADV or on the company website (firecapitalmanagement.com).
CFA® and Chartered Financial Analyst® are trademarks owned by CFA institute.
The information in this report was prepared by Fire Capital Management. Any views, ideas or forecasts expressed in this report are solely the opinion of Fire Capital Management, unless specifically stated otherwise. The information, data, and statements of fact as of the date of this report are for general purposes only and are believed to be accurate from reliable sources, but no representation or guarantee is made as to their completeness or accuracy. Market conditions can change very quickly. Fire Capital Management reserves the right to alter opinions and/or forecasts as of the date of this report without notice.
All investments involve risk and possible loss of principal. There is no assurance that any intended results and/or hypothetical projections will be achieved or that any forecasts expressed will be realized. The information in this report does guarantee future performance of any security, product, or market. Fire Capital Management does not accept any liability for any loss arising from the use of information or opinions stated in this report.
The information in this report may not to be suitable or useful to all investors. Every individual has unique circumstances, risk tolerance, financial goals, investment objectives, and investment constraints. This report and its contents should not be used as the sole basis for any investment decision. Fire Capital Management is a boutique investment management company and operates as a Registered Investment Advisor (RIA). Additional information about the firm and its processes can be found in the company ADV or on the company website (firecapitalmanagement.com).
CFA® and Chartered Financial Analyst® are trademarks owned by CFA institute.
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