Investing with Impact: Aligning Your Assets with Your Values
The past few years have seen a powerful social awakening, spotlighting the vast disparities in wealth and opportunity within our society. At Pride Financial Partners, we hear this call for change loud and clear. We recognize that traditional financial planning, while crucial, is no longer enough.
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That's why we're expanding our values-aligned impact services to foundations and nonprofits. This means harnessing the power of investments to drive positive social and environmental change, addressing the very disparities highlighted by the social awakening. As mission-driven organizations, when we know better, we must do better. Values alignment should be more than just statements of solidarity, this is putting those words into actionable commitments.
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We believe it's not enough to simply donate dollars; every dollar invested has the power to create positive change or unintended harm. Our Values Alignment Investing Consulting helps you ensure your portfolio actively supports your mission, not contradicts it.
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Our collaborative process helps you define your values, risk tolerance, and impact goals, translating them into a clear and actionable Investment Policy Statement (IPS). This serves as your guiding light, ensuring your investments remain aligned with your mission and long-term objectives.
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Deep Dive Discovery
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Investment Policy Statement (IPS) consultation: We assist in crafting/refining a clear and impactful IPS that defines your values, risk tolerance, and investment goals.
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Values-driven issue identification: We identify issues that matter most to your organization and have the greatest impact on your communities, uncovering potential misalignments based on your strategic plan.
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Portfolio Impact Audit
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Comprehensive analysis: We thoroughly evaluate your current investment portfolio against your defined values, using rigorous screening methodologies.
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Impact assessment: We uncover where your investments align or diverge from your mission, providing transparency and insights.
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Strategic Portfolio Alignment
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Actionable recommendations: We offer tailored investment strategies that ensure your portfolio actively supports your values and maximizes impact.
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Ongoing collaboration: We remain your partner, providing ongoing guidance and adjustments to ensure proper IPS compliance and mission alignment.
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Adapting to change
The world changes, so do your needs. We believe convergence is an ongoing journey. We partner with you to regularly revisit your Strategic Plan and IPS, reassessing alignments and adapting your investments to reflect your evolving community needs and the shifting landscape of impact.
