For some investors, putting their money to work for the causes they believe in is a top priority. For advisor Lisette Cooper, founder of Boston-area RIA Athena Capital, helping clients do so has also been a primary driver of her firm’s growth.
The ‘socially responsible investing’ of the ‘90s – using negative screens to weed out investments in certain sectors or divisive geographic locations – has given way to a new approach with a new label: impact investing. Instead of simply screening out trouble areas, impact investing refers more broadly to the alignment of clients' values with their portfolios. Here are seven of Athena’s impact investing strategies:
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