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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.
By CFA Institute4.4
9393 ratings
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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