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.
