All Posts Tagged: Purpose Investing

Pioneers of impact investing: Q&A with Charly & Lisa Kleissner

Steve Prostano
Family Wealth Advisors
Charly & Lisa Kleissner leaning on a large tree branch.

Charly and Lisa offer fascinating insights into how the space has evolved – and ideas to take it to the next level.

Read More ›

Impact investments: Bridging generations through shared values

Steve Prostano
Family Wealth Advisors
Rear view of young female traveler wearing large backpack and walking on a wood-plank bridge in the midst of sunny, heavily-wooded area.

Impact investments are made in companies, organizations, or funds with the intent to generate and measure social and environmental impact alongside financial return.

Read More ›

Purpose investments: seeking financial and social returns

Steve Prostano
Family Wealth Advisors
Two young Asian men, possibly an entrepreneur and investor, looking at and discussing seedlings in a large greenroom.

Purpose investments are not a reason to accept concessionary returns, but rather are a method of pursuing both social returns and financial returns.

Read More ›

‘You say SRI, I say…’: Defining the terms of purpose-built philanthropy

Steve Prostano
Family Wealth Advisors
Small group of colleagues looking at a strategy document as seen through a glass window with a hint of urban reflection

Ever wondered what exactly a Donor-Advised Fund (DAF) is? Our glossary has your answer.

Read More ›