Making an impact investment
Impact investing is an emerging field of asset management where environmental or social outcomes are valued as highly as financial returns. This means companies will need to closely monitor and analyze their own operations, mission, and social footprint. We work with clients to ensure potential investors not only see possible financial gains, but also sustainable or sociological gains, too.
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What's the difference between ESG, SRI & impact investing?
ESG Investing, Socially Responsible Investing (SRI), and Impact Investing is often used interchangeably. However, there are important distinctions:
ESG
SRI
Socially Responsible Investing (SRI) is the practice of investing money in companies and funds that have positive social impacts. We work with clients to screen and filter their engagements in social justice, environmental sustainability and alternative energy initiatives.
Impact
Impact Investing builds on the prior two strategies by specifically focusing on companies creating and measuring impact. This investment strategy not only generates financial returns but also creates constructive outcomes. We work with clients to actively build an investment portfolio that benefits the community and environment.
Portfolio development
We seek to invest in companies that align ESG factors with their long-term corporate strategy, giving awareness to non-financial risks that are also investment risk. Our approach to building a portfolio includes diversification across market caps, styles, and sectors and uses proprietary research to:
- Identify "Leader" companies that have ESG and Financial factors that have historically resulted in strong future returns
- Select "Emerging" companies that could benefit from ESG strategy integration
- Generate alpha and impact through active management and engagement with company executives
- Initiate positions with a 1-year investment horizon absent a material change in the company's outlook
Aneuvia was founded with a focus on social factors and we truly believe in the power of diversity:
Mitigating risk & elevating reward
We look forward to working with portfolio companies who wish to formulate constructive ESG strategies to achieve tangible and measurable outcomes. We monitor companies regularly for liquidity and solvency, we evaluate companies and our portfolios with a disciplined data-driven approach. This allows us to mitigate risk and elevate reward for all stakeholders.
