Impact Investing
Challenging the False Narrative
LOHAS’ mission is not only to drive more capital into impact investments, but also to challenge the false narrative that investments delivering real social or environmental benefits cannot yield market-rate (or greater) returns as well.
We work with clients to understand their risk/return profiles and explore alternative investment strategies, and then we source, analyze, structure, and support impact investment transactions for our clients.
Customized Impact Portfolios
We operate alongside our clients’ investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values to develop customized impact portfolios.
LOHAS specializes in identifying, evaluating, and delivering investment opportunities that first meet financial return objectives and then align with our clients’ values. We source only those deals, fund managers, and projects that meet the “best in class” standards of our clients and their advisors.
Our deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of identified investments.
“Let’s get real – individual investors have no sway in the public markets. The place where individual investors can have the most impact – by far – is in providing direct growth capital to private companies and social enterprises. Instead [we are] giving investors an (arguably) false sense of doing good through ESG funds…”
– Don Shaffer, former CEO, RSF Social Finance
Supporting Our Clients' Passions
LOHAS tailors its advice to support the passions of its clients and ties those activities to the United Nations Sustainable Development Goals for tracking purposes.
“Investors have been thinking for decades on how to get harmful things out of their portfolios, but [impact investing] is about proactively investing in solutions. It is that much more intentional step about investing in things like climate change directly.”
– Amit Bouri, CEO of the Global Impact Investing Network
Despite the dramatic growth, obstacles for impact investors remain
Most common challenges in impact investing
Difficulties measuring social/environmental impact
Due diligence challenges
Difficulties identifying attractive deals/funds
Market at early stage/immature
Lack of track record data on performance
Lack of supportive/knowledgeable advisers
Returns don't meet expectations
Lack of government support
Lack of time/staff resources
High levels of risk
Insufficient knowledge/skills
Scale of the deals (too big/too small)
High Costs
Difficulties measuring social/environmental impact
Difficulties measuring social/environmental impact
Difficulties measuring social/environmental impact
Due diligence challenges
Due diligence challenges
Due diligence challenges
Difficulties identifying attractive deals/funds or lack of deal flow
Difficulties identifying attractive deals/funds or lack of deal flow
Difficulties identifying attractive deals/funds or lack of deal flow
Market at early stage/immature
Market at early stage/immature
Market at early stage/immature
Lack of track record data on performance
Lack of track record data on performance
Lack of supportive/knowledgeable advisors
Lack of supportive/knowledgeable advisors
Lack of supportive/knowledgeable advisors
Returns don't meet expectations
Returns don't meet expectations
Returns don't meet expectations
Lack of government support
Lack of government support
Lack of government support
Lack of time/staff resources
Lack of time/staff resources
Lack of time/staff resources
High levels of risk
High levels of risk
High levels of risk
Insufficient knowledge/skills
Insufficient knowledge/skills
Insufficient knowledge/skills
Scale of the deals (too big/too small)
Scale of the deals (too big/too small)
Scale of the deals (too big/too small)
High Costs
High Costs
High Costs
Areas addressed by LOHAS Advisors
Difficulties measuring social/environmental impact
Due diligence challenges
Difficulties identifying attractive deals/funds
Market at early stage/immature
Lack of track record data on performance
Lack of supportive/knowledgeable advisers
Returns don't meet expectations
Lack of government support
Lack of time/staff resources
High levels of risk
Insufficient knowledge/skills
Scale of the deals (too big/too small)
High Costs
Difficulties measuring social/environmental impact
Difficulties measuring social/environmental impact
Difficulties measuring social/environmental impact
Due diligence challenges
Due diligence challenges
Due diligence challenges
Difficulties identifying attractive deals/funds or lack of deal flow
Difficulties identifying attractive deals/funds or lack of deal flow
Difficulties identifying attractive deals/funds or lack of deal flow
Market at early stage/immature
Market at early stage/immature
Market at early stage/immature
Lack of track record data on performance
Lack of track record data on performance
Lack of supportive/knowledgeable advisors
Lack of supportive/knowledgeable advisors
Lack of supportive/knowledgeable advisors
Returns don't meet expectations
Returns don't meet expectations
Returns don't meet expectations
Lack of government support
Lack of government support
Lack of government support
Lack of time/staff resources
Lack of time/staff resources
Lack of time/staff resources
High levels of risk
High levels of risk
High levels of risk
Insufficient knowledge/skills
Insufficient knowledge/skills
Insufficient knowledge/skills
Scale of the deals (too big/too small)
Scale of the deals (too big/too small)
Scale of the deals (too big/too small)
High Costs
High Costs
High Costs
Areas addressed by LOHAS Advisors
Source: The UBS/Campden Wealth Global Family Office Report 2018. Note: Respondents were able to select multiple options
What are some areas of investment interest to LOHAS clients?
Women-founded/led organizations
Climate change mitigation
Healthcare issues and access
Infrastructure resiliency
Social impact entertainment
Sustainable real estate
Place-based initiatives
Clean energy and water
Financial inclusion
Ocean health
Affordable housing
Wildlife and nature conservation
Fair senior housing
Sustainable food and agriculture
Racial equity and social justice
Eco-tourism
Education
Clean transportation
Financial Literacy
Sustainable waste management
Women-founded/led organizations
Healthcare issues and access
Social impact entertainment
Place-based initiatives
Financial inclusion
Affordable housing
Fair senior housing
Racial equity and social justice
Education
Financial Literacy
Climate change mitigation
Infrastructure resiliency
Sustainable real estate
Clean energy and water
Ocean health
Wildlife and nature conservation
Sustainable food and agriculture
Eco-tourism
Clean transportation
Sustainable waste management
Download Our Free Primer on Impact Investing
Overcoming Obstacles and
Bridging Divides
Align your or your client’s passions with profits. Contact us today to learn how.
