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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:

ESG Investing

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

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).