Development Phase
MyImpactPortfolio™ is a new personalised investment portfolio platform being designed for socially conscious investors seeking to understand the impact of their investments, beyond just risk and return.
We recognise that a growing cohort of investors want to see their values reflected in their investments. However, the ever-expanding lexicon of terminology and investment options has added to some confusion for investors on where to start. One is best served by looking at responsible investing as a spectrum of investment categories, just as there is a spectrum for how we view risk and return, respectively.
While defining impact can be a challenging process, a logical path to take is to view impact as a way of helping investors align their values with their investments. Our core objective is the development of a platform that empowers investors to align their values with their investments.