Profile
Social impact investors are individuals and organizations in the nonprofit, public, or business sectors whose primary expectation in providing resources to an organization is measurable performance. The following characteristics define these investors:
- Expect social sector organizations to apply best practices and measure outcomes
- Seek information and research that enable them to make confident investment decisions
- Strive to connect their investment with demonstrated results
Role of Advisors
Social impact investors are increasingly seeking professional guidance from their advisors when making philanthropic investments along with their financial investments. Yet advisors remain unsure where to direct their clients and lack the tools, such as equity research reports, to enable them to make sound social impact investment recommendations. Social Impact Research provides these professionals with the products and knowledge they need to best serve their clients and continue to meet their evolving demands as more high net worth individuals move toward performance-based philanthropic investing.
The following types of advisors can benefit from a partnership with Social Impact Research to inform philanthropic advising:
- Private Wealth Management and Financial Advisory Firms
- Donor Advised Funds
- Family Offices
- Law Firms