On November 18, BSW hosted clients who currently or intend to invest in IMPACT bond portfolios. David Wolf, Chief Investment Officer, shared with everyone the history of (what was formerly known as) socially responsible investing. Investors heard the details of community projects funded by IMPACT bonds and viewed pictures of the changes they helped to finance. Following the presentation, discussion centered around the selection process of these securities and how they might be used in the future to fund work supporting particular missions. Everyone left with a better understanding of how their investments were changing peoples’ lives while their portfolios earned competitive, safe returns. Please be sure to contact BSW if you have an interest in exploring how you can make an IMPACT.
Debi Baydush, Partner