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.
