Sustainable Investments

Sustainability is more than just a buzzword in the investment industry. Individual and institutional investors are seeking new pathways for their investment dollars that allow them to do well while their investments are flourishing.

Independent third-party investment advisors use their sustainable investments knowledge and experience for their clients’ benefit with this investment trend:

They have a verifiable history of identifying alternative real estate, infrastructure, and private equity investment vehicles that serve ecological, societal, or geopolitical development goals
Their experience extends to emerging markets and funding indigenous business activities in those markets
They are dedicated to the process of identifying companies and projects with strategies that serve sustainability goals.

More critically, sustainable investing is not just a niche strategy that is pursued by a small group of individuals with overriding social concerns. Institutions, foundations, non-governmental entities, and political subsets are all seeking to channel investment funds into sustainability-themed investment vehicles that provide sound returns with controlled risks. To that end, independent third-party sustainable investment advisors seek opportunities in emerging markets finance, agriculture, clean water, renewable energy production, and global health care.

Sustainability is a pervasive goal that reaches all regions. Accordingly, the most successful independent third-party sustainable investment advisors do not limit their research and analysis to any specific markets or territories but examine opportunities on their merits in all corners of the globe.

Common Components of a Sustainable Investment Program

Unlike more traditional investments, sustainable investments involve coordination between the investor and other parties. At a minimum those other parties mi

Unlike more traditional investments, sustainable investments involve coordination between the investor and other parties. At a minimum those other parties might include:

governments, NGOs, development banks, foundations and associations, and other public or private finance entities that sponsor projects or generate seed or matching funding
merchant or investment banks that coordinate funding structures, management and accounting, underwriting, and securitization of debt or equity instruments backed by one or more sustainable projects
the participants in the sustainable project itself, including health care organizations, energy companies, and other utilities, and agricultural concerns.

Independent third-party sustainable investment advisors will have extensive experience in coordinating the efforts of these and other parties to achieve a successful sustainable investment that generates sound returns with controlled risks.

Implementing a Sustainable Investment Program

Independent third-party sustainable investment advisors have guided clients with regard to sustainable investments for several years. They have accomplished this task through:

funds and other investment structures that support the delivery of health care, energy, banking, and other products and services in emerging markets and low-income communities
investments that target socioeconomic mobility and the elevation of families into higher income categories
strategies that aim to reduce greenhouse gas emissions with sustainable building structures, low-carbon agricultural efforts, and reduction of fossil fuel usage

The best independent third-party sustainable investment advisors aim to stay at the leading edge of sustainable investments and to increase their experience and presence in the market as the demand for sustainability grows. They have adopted a mission that fosters sustainability while delivering consistent investment returns in a risk-controlled investing environment.