Enterprising Investor

Adam Rein: Investing for Impact and Return


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Aligning Client Objectives with Portfolios

Demand for impact investments has never been higher among high net worth clients, but capital allocation to impact strategies is still a small fraction of demand.  How can advisors help their clients align objectives, build portfolios and invest in solutions to societal and environmental challenges and provide attractive returns?  Adam Rein, Co-founder, President and CIO of CapShift discusses the tools, platforms and frameworks for advisors to help navigate the impact investment landscape.

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Enterprising InvestorBy CFA Institute

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