From The Impact Investing Institute

This document serves as a guide for family offices interested in impact investing. It provides practical steps and resources for aligning wealth with positive social and environmental change while maintaining financial performance.

It outlines the roadmap to impact investing, covering internal advocacy, strategy development, investment policy creation, capital allocation, team building, and impact measurement and management. The guide emphasizes both “impact by design” and “shifting to impact” approaches for families. It further highlights the need for clear communication of values and impact intentions with external advisers and managers.