How do investors and wealth managers and advisors structure their portfolios and funds?

An investment portfolio reflects the values of both the investor  and the fund manager. Assisting in developing a values-based investment statement that not only states expected returns, but also defines acceptable corporate behaviour is the manager’s responsibility to the client. Policy and advocacy, structuring funds from an idea through to delivery to create impact and monitoring and evaluation of the fund are at the core of impact investing for both manager and investor.