Impact investing

Impact investing may be the most exciting of all the sustainable investing strategies. It is made with the intention to generate measurable positive social or environmental impact alongside financial return. Impact investments, particularly those in the private markets, may be newer and less familiar, but that’s where we can help. Just as with any investment, we bring J.P. Morgan’s full range of resources to sourcing and evaluating impact investing funds.
Watch Aubre Clemens, J.P. Morgan Manager Solutions Team, introduce the approach of Impact Investing.

Shifting wealth dynamics continue to drive demand for impact investing.

  • $58.7 trillion of wealth will transfer primarily to women and millennials over the next 35 years.1
  • 90% of women believe making a positive impact on society is important.2
  • 45% of wealthy millennials want to use their funds to help others and consider social responsibility a factor in making investment decisions.3

A matter of priorities

Many investors focus on finding opportunities that deliver social and/or environmental impact and financial returns. Fortunately, these two objectives can co-exist. 

Recent studies have shown that private market impact investing funds can achieve targeted returns while they fulfill their intended social or environmental missions.*

As with any investment, proper due diligence is paramount when evaluating impact investments. Leveraging our rigorous due diligence process for private equity and venture capital funds, our team is able to uncover opportunities that align with clients’ impact and financial goals.

 

1 Source: Center on Wealth and Philanthropy of Boston College.

2 Source: Center for Talent Innovation.

3 Source: Spectrem Group. 

*Sources: Impact Investing Benchmark, GIIN/Cambridge Associates; Great Expectations: Mission Preservation and Financial Performance in Impact Investing. Wharton School of the University of Pennsylvania.

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    Do you know what's in your portfolio? Are you investing in companies that don't meet your values or standards? We can answer these questions and more.
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    If you’re looking to support a specific social or environmental issue within your portfolio, thematic investing opportunities may be a good fit.
  • Impact investing
    Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.