THE INVESTOR’S GUIDE TO IMPACT WEALTH MANAGEMENT provides a practical entry point for wealth holders looking to integrate impact into their wealth structures and investment portfolios. Drawing on research and interviews facilitated by The ImPact and the Center for Sustainable Finance and Private Wealth (CSP), it clarifies key concepts and essential capabilities within impact-focused wealth management.

The guide features real-world examples from current wealth management organizations and offers concrete steps for wealth holders to define their objectives, evaluate wealth manager services, and fully realize the impact potential of their assets.

This is what we hope it achieves:
– Increase transparency into the impact capabilities of wealth managers by highlighting how a diverse group of 13 wealth managers embed impact across the client journey.
– Highlight practices that can be more broadly adopted by sharing case studies and showcasing scalable sustainable and impact approaches.
– Reveal opportunities for ecosystem building by emphasizing opportunities to coordinate efforts that bring wealth holders and wealth managers on the same page.

Think of it as a roadmap for aligning your assets and values from day one, helping you choose the right partners and act with purpose.