The ImpactAssets Handbook For Investors: Generating Social and Environmental Value through Capital Investing
Jed Emerson, Global Lead of Impact Investing, Tiedemann Advisors and contributing experts from the impact investing field share their insights in this critical how-to guide for investors. Learn practical methods for building an investment portfolio that generates not only financial returns, but also creates positive social and environmental impact in the world.
CHAPTER #1
Construction of an Impact Portfolio: Total Portfolio Management for Multiple Returns
By Jed Emerson, Global Lead of Impact Investing, Tiedemann Advisors and Lindsay Smalling, Head of Sales, 60 Decibals
CHAPTER #2
Total Portfolio Management: One Practitioner’s Approach
By Matthew Weatherley-White, Co-Founder, The Caprock Group
CHAPTER #3
Seed Stage Investing: High Impact, But Not for the Faint of Heart
By Timothy Freundlich, Founder and Executive Director, Strategic Development, Jed Emerson, Global Lead of Impact Investing, Tiedemann Advisors and Lindsay Smalling, Head of Sales, 60 Decibals
CHAPTER #4
Choosing Your Impact Investment Advisor
By Brad Harrison, Managing Director, Tiedemann Advisors and Stephanie Cohn Rupp, Partner and Chief Executive Officer, Veris Wealth Partners
CHAPTER #5
Targeted Impact: Donor-Advised Funds and Impact Investing
Jointly authored by senior staff at ImpactAssets, RSF Social Finance and Tides Network
CHAPTER #6
Transformational Giving: Philanthropy as an Investment in Change
By Kris Putnam-Walkerly, President, Putnam Consulting Group
CHAPTER #7
Assessing Your Opportunities: The Challenges and Key Practices of Engaging in Investor Due Diligence
By Sandra Osborne Kartt, Managing Director, Investments, ImpactAssets Capital Partners
CHAPTER #9
Communicating Impact: Frameworks for Messaging
By Amy Hartzler, Strategic Partnerships, New Dream: More of What Matters
CHAPTER #10
IA Journey to Impact: Initial Steps toward Impact Investing
By Jennifer Kenning, CEO and Co-Founder, Align Impact
CHAPTER #12
Concluding Thoughts on Mobilizing for Impact
By Timothy Freundlich, Founder and Executive Director, Strategic Development, ImpactAssets and Jed Emerson, Global Lead of Impact Investing, Tiedemann Advisors
The ImpactAssets Handbook for Investors is available for purchase on Amazon.
