For those who are interested, MFA can help clients align their investment portfolios with their personal values and/or target a positive impact with their investments. Below are two components that we can integrate into investment portfolios upon request:
Many clients choose to align their investment portfolios with their personal values. Every person is unique and so are their values, so MFA work with clients to customize portfolios in a variety of ways, from excluding specific companies or industries (such as tobacco or weapons manufacturers), to targeting specific issues (such as reducing the emissions and fossil fuel reserves in a portfolio), or even broadly improving the Environmental, Social, and Governance (ESG) characteristics of a portfolio.
Impact investments aim to generate a positive social and/or environmental impact, in addition to financial returns. Impact investments are typically private investments and includes a wide range of assets, from areas like solar energy (to drive a positive environmental impact) to microfinance (which targets positive social outcomes).