Making an impact investment

Impact investing is an emerging field of asset management where environmental or social outcomes are valued as highly as financial returns. This means companies will need to closely monitor and analyze their own operations, mission and social footprint. We work with clients to ensure potential investors not only see possible financial gains, but also sustainable or sociological gains, too.

What's the difference between ESG, SRI & impact investing?

ESG Investing, Socially Responsible Investing (SRI) and Impact Investing is often used interchangeably. However, there are important distinctions:



ESG

Environmental, Social and Governance (ESG) investing involves researching and factoring in environmental, social, and governance issues, in addition to the usual financials, when evaluating potential stocks. We work with clients to reassess their ESG footprint and operations to increase value among investors.

SRI

Socially Responsible Investing (SRI) is the practice of investing money in companies and funds that have positive social impacts. We work with clients to screen and filter their engagements in social justice, environmental sustainability and alternative energy initiatives.

Impact

Impact Investing builds on the prior two strategies by specifically focusing on companies creating and measuring impact. This investment strategy not only generates financial returns but also creates constructive outcomes. We work with clients to actively build an investment portfolio that benefits the community and environment.

Portfolio development

We look forward to working portfolio companies who wish to formulate constructive D&I strategies to achieve tangible and measurable outcomes. In order to become part of Aneuvia portfolio, companies must achieve certain diversity thresholds, namely:


  • Gender-diverse management teams and Boards of Directors
  • Fair and just compensation for employees
  • Workplace inclusion and anti-discrimination
  • Recognition and protection of fundamental rights and freedoms
  • Veteran representation and rights
  • Representation across racial, cultural, religious, sexual orientation and socioeconomic factors.


         

Mitigating risk & elevating reward

We look forward to working with portfolio companies who wish to formulate constructive D&I strategies to achieve tangible and measurable outcomes. We monitor companies regularly for liquidity and solvency, as well as environmental factors, we evaluate companies and our portfolios with a disciplined data-driven approach. This allows us to mitigate risk and elevate reward for all stakeholders.

Underserved groups

Our focus has been on gender diversity as this currently has the most robust data set, but we're just getting started. Sitting at the forefront of investment management, we're currently analyzing other types of diversity in our pursuit of alpha (investment performance) and a differentiated source of investment performance that puts people first:


  • Gender Equality
  • Developing Countries
  • Diverse Founders
  • Disability/Special Needs Individuals
  • Veteran Status
  • LGBT Communities
  • ESG Factors
  • Sustainable Operations
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