HOW WE HELP

Experts in Impact Investing

LOHAS supports the impact investing needs of investors and their advisors, helping develop or evaluate: market trends (to educate and determine optimal areas of focus); investment portfolio strategy (to set the direction for the initiative); investment types (to establish parameters for deal identification); and alternative investment strategies (to leverage overlooked or underutilized resources more effectively).

Ultimately, the LOHAS team sources targeted investment opportunities; performs necessary due diligence; supports transaction execution; helps realign post-investment portfolio priorities; and tracks and reports on investment performance.

“Some newcomers entering the [impact investing] market may be bold in their pursuit of impact, and others may be more incremental and cautious; for those who choose to start more incrementally, we wish to embed the mindset that this is the first step in their journey, not the final destination.”

– Amit Bouri, CEO of the Global Impact Investing Network

Strategic Guidance and Planning

LOHAS works with clients to develop bespoke strategies for establishing or fine-tuning impact investments that deliver both financial returns and values-aligned benefits. We operate alongside our clients’ financial advisors to ensure that the impact investment strategies we develop are well aligned with the overall portfolio goals and allocations.

LOHAS team members leverage experience working as part of large management strategy consultancies, utilizing extensive research, deep industry knowledge, and accepted decision-making frameworks to deliver practical, execution-ready impact investing strategies.

We work with investment advisors and wealth/asset managers to help create client retention strategies that include value-aligned investment offerings either as defined by traditional ESG and SRI filters or individually customized client preferences.

Sourcing and Due Diligence

Based on an agreed-upon investment strategy with clear objectives and priorities, LOHAS will leverage its extensive and growing industry knowledge and relationships to source aligned investment opportunities and then conduct preliminary financial and impact due diligence.

Tracking and Reporting

LOHAS establishes agreed-upon tracking and reporting mechanisms before any investments are executed to ensure that all parties fully understand their objectives. Once impact investments are made, LOHAS can help monitor both financial as well as impact results delivered.

LOHAS is adept at managing diverse stakeholder expectations to build consensus around objectives and motivations. We recognize that most client engagements begin with some level of education regarding impact investing options, and LOHAS helps its clients understand the full slate of possibilities and, ultimately, develop custom strategies that match the financial and impact return requirements of each client.

We work to understand fully the assets at the clients’ disposal to present impact investing options. For example, if a client already has (or would like to establish) a donor-advised fund, then our team will develop alternative investment strategies using that source of capital.

LOHAS Advisors helps:

Fully understand appetite for risk/reward and explore how best to mitigate risk and maximize financial returns while meeting impact goals

Adjust impact investment strategy for better stakeholder alignment (within an organization or across multiple generations)

Bring creative investment strategies to the table to enable alternate approaches

Support advisors and wealth managers in serving their clients’ impact investing needs

Bring a growing pipeline of investment opportunities and industry relationships to bear to expand options, reduce risk, and enhance the efficacy of investments made

Deliver better due diligence and risk assessments of deals and projects

Track financial and impact performance to ensure that client objectives are met

LOHAS follows an internationally accepted process to ensure investment alignment.

Reach Internal Alignment

Implement and Evaluate

Define Vision

  • Clarify motivation and context
  • Define impact goals and evaluation criteria

Determine Engagement Strategy

  • Evaluate fit within existing portfolio
  • Decide on impact portfolio construction approach

Develop Investment Guidelines

  • Review existing or develop new investment guidelines, integrating impact goals

Execute Strategy

  • Source investments
  • Perform due diligence

Evaluate Portfolio and Adjust Strategy

  • Monitor financial and impact results
  • Evaluate outcomes and adjust your investment strategy

Reach Internal Alignment

Define Vision

  • Clarify motivation and context
  • Define impact goals and evaluation criteria

Determine Engagement Strategy

  • Evaluate fit within existing portfolio
  • Decide on impact portfolio construction approach

Develop Investment Guidelines

  • Review existing or develop new investment guidelines, integrating impact goals

Implement and Evaluate

Execute Strategy

  • Source investments
  • Perform due diligence

Evaluate Portfolio and Adjust Strategy

  • Monitor financial and impact results
  • Evaluate outcomes and adjust your investment strategy

“Why not invest your assets in the companies you really like? As Mae West said, ‘Too much of a good thing… can be wonderful.'”

– Warren Buffett

Syncing Strategy
with Execution

Optimize your outcomes to achieve both profit and impact.
Contact us today to get started.

LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.

LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.

LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

Investment seeking both profit and impact comes from a growing variety of sources – from individual investors to organizations to their advisors – and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.