Impact Investment References

“Your values define you. But do your investments reflect who you are?
So your investments don’t only say good things about you,
they do good for everyone.”

UBS Together: Sustainable Investing

“Impact investment focuses on companies that support measurable positive human,
social or environmental results. Management has deliberately committed to these goals.
Financial performance is not compromised to support social impact;
in fact, the two objectives support each other.”

Forbes: Social Impact Investing

JP Morgan: A Portfolio Approach to Impact Investment

Goldman Sachs: Social Impact Fund

“Impact companies are profitable companies, often more profitable
than those that lack this focus.”

Morgan-Stanley: Investing with Impact

and

Morgan Stanley: Sustainable Investment Study

Blackrock: Throwing Weight Behind Impact Investing

Letter from the Chairman: 2019

“Purpose is not a mere tagline or marketing campaign; it is a company’s fundamental reason for being –
what it does every day to create value for its stakeholders.
Purpose is not the sole pursuit of profits but the animating force for achieving them.”

Barron’s: Sustainable Business $10-trillion Opportunity

“For example, impact investments contribute to at least one of the following fields:
education, medical sciences, health care, social and economic opportunity, cultural development, energy efficiency,
sustainable agriculture, renewable energy generation, affordable housing, water conservation and purification,
waste management, entrepreneurial and business support,
innovative financing methods, services for military veterans, and
environmental protection and rehabilitation.”

CNBC: Impact Investing Returns