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.

Impact Investment Asset Classes

Direct private equity

Direct private equity

Direct private equity

0%

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

0%

Private equity funds

Private equity funds

Private equity funds

0%

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

0%

Direct private debt

Direct private debt

Direct private debt

0%

Public Equity

Public Equity

Public Equity

0%

Private debt funds

Private debt funds

Private debt funds

0%

Cash & cash equivalents

Cash & cash equivalents

Cash & cash equivalents

0%

Public debt

Public debt

Public debt

0%

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

Impact Investment Sectors

Education

Education

Education

0%

Agriculture & Food

Agriculture & Food

Agriculture & Food

0%

Energy & Resource Efficiency

Energy & Resource Efficiency

Energy & Resource Efficiency

0%

Health care and wellness

Health care and wellness

Health care and wellness

0%

Environmental Conservation

Environmental Conservation

Environmental Conservation

0%

Housing & Community Development

Housing & Community Development

Housing & Community Development

0%

Sustainable consumer products

Sustainable consumer products

Sustainable consumer products

0%

Job creation

Job creation

Job creation

0%

Women’s Empowerment

Women’s Empowerment

Women’s Empowerment

0%

Access to finance

Access to finance

Access to finance

0%

Sustainable infrastructure

Sustainable infrastructure

Sustainable infrastructure

0%

Infrastructure

Infrastructure

Infrastructure

0%

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

Performance Relative to Expectations

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Source: Global Impact Investing Network

0%
0%
0%
0%
0%
0%

Impact Performance

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Impact investments are meeting or exceeding financial expectations for 91% of investors.

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Financial Performance

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Source: Global Impact Investing Network

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Outperforming

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

In Line

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Underperforming

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

3%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

9%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

82%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

76%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

15%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

15%

fiber_manual_record
fiber_manual_record
fiber_manual_record
previous arrow
next arrow
Slider

Direct private equity

Direct private equity

Direct private equity

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Direct private debt

Direct private debt

Direct private debt

Public Equity

Public Equity

Public Equity

Private debt funds

Private debt funds

Private debt funds

Cash & cash equivalents

Cash & cash equivalents

Cash & cash equivalents

Public debt

Public debt

Public debt

Private equity funds

Private equity funds

Private equity funds

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

0%
0%
0%
0%
0%
0%
0%
0%
0%

Impact Investing Asset Classes

Impact Investing Asset Classes

Impact Investing Asset Classes

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Source: The UBS/Campden Wealth Global Family Office Report 2019

Education

Education

Education

Health care and wellness

Health care and wellness

Health care and wellness

Environmental Conservation

Environmental Conservation

Environmental Conservation

Housing & Community Development

Housing & Community Development

Housing & Community Development

Sustainable consumer products

Sustainable consumer products

Sustainable consumer products

Job creation

Job creation

Job creation

Women’s Empowerment

Women’s Empowerment

Women’s Empowerment

Access to finance

Access to finance

Access to finance

Sustainable infrastructure

Sustainable infrastructure

Sustainable infrastructure

Infrastructure

Infrastructure

Infrastructure

Energy & Resource Efficiency

Energy & Resource Efficiency

Energy & Resource Efficiency

Agriculture & Food

Agriculture & Food

Agriculture & Food

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Impact Investing Sectors

Impact Investing Sectors

Impact Investing Sectors

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

0%
0%
0%
0%
0%
0%

Impact Performance

Impact Performance

Impact Performance

Performance Relative to Expectations

Performance Relative to Expectations

Performance Relative to Expectations

Financial Performance

Financial Performance

Financial Performance

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Outperforming

Outperforming

Outperforming

In Line

In Line

In Line

Underperforming

Underperforming

Underperforming

3%

3%

3%

9%

9%

9%

82%

82%

82%

76%

76%

76%

15%

15%

15%

15%

15%

15%

fiber_manual_record
fiber_manual_record
fiber_manual_record
Slider

“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

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

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

0%

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

Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Slider
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

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

0%

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

Slider
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
Image is not available
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Difficulties measuring impact

Difficulties measuring impact

Due diligence challenges

Due diligence challenges

Due diligence challenges

Difficulties identifying attractive deals

Difficulties identifying attractive deals

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

0%

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

Slider
Source: The UBS/Campden Wealth Global Family Office Report 2018
Note: Respondents were able to select multiple options
Source: The UBS/Campden Wealth Global Family Office Report 2018
Note: Respondents were able to select multiple options

 Areas addressed by LOHAS Advisors

Areas addressed by LOHAS Advisors

What are some areas of investment interest to LOHAS clients?

agsdix-smt2-people

Women-founded/led organizations

agsdix-fas fa-globe-americas

Climate change mitigation

agsdix-fas fa-notes-medical

Healthcare issues and access

agsdix-fas fa-road

Infrastructure resiliency

agsdix-smt2-movie-creation

Social impact entertainment

Sustainable real estate

agsdix-fas fa-map-marked-alt

Place-based initiatives

Clean energy and water

agsdix-fas fa-money-check-alt

Financial inclusion

agsdix-fas fa-fish

Ocean health

Affordable housing

agsdix-fas fa-tree

Wildlife and nature conservation

agsdix-sao-warehouse

Fair senior housing

agsdix-fas fa-apple-alt

Sustainable food and agriculture

agsdix-fas fa-balance-scale

Racial equity and social justice

agsdix-smt1-card-travel

Eco-tourism

agsdix-fas fa-book

Education

agsdix-fas fa-car-side

Clean transportation

agsdix-fas fa-file-invoice-dollar

Financial Literacy

Sustainable waste management

agsdix-smt2-people

Women-founded/led organizations

agsdix-fas fa-notes-medical

Healthcare issues and access

agsdix-smt2-movie-creation

Social impact entertainment

agsdix-fas fa-map-marked-alt

Place-based initiatives

agsdix-fas fa-money-check-alt

Financial inclusion

Affordable housing

agsdix-sao-warehouse

Fair senior housing

agsdix-fas fa-balance-scale

Racial equity and social justice

agsdix-fas fa-book

Education

agsdix-fas fa-file-invoice-dollar

Financial Literacy

agsdix-fas fa-globe-americas

Climate change mitigation

agsdix-fas fa-road

Infrastructure resiliency

Sustainable real estate

Clean energy and water

agsdix-fas fa-fish

Ocean health

agsdix-fas fa-tree

Wildlife and nature conservation

agsdix-fas fa-apple-alt

Sustainable food and agriculture

agsdix-smt1-card-travel

Eco-tourism

agsdix-fas fa-car-side

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.

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.