Impact Investing

With more than two decades of experience in impact investing, we have established a successful track record in helping clients align their investment portfolios with their values.

 

economic-empowerment
Economic Empowerment
  • Micro, Small & Medium Size Business Lending
  • Urban Revitalization
  • Democratization of Financial Services
environmental-sustainability
Environmental Sustainability
  • Renewable Energy
  • Sustainable Land Use
  • Transit Solutions
  • Human Rights
healthy-communities
Healthy Communities
  • Sustainable Food Systems
  • Wellness Oriented Infrastructure
  • Health Care Services/ Products
  • Education

We are all investors and how we choose to allocate our investments of time, money, energy, and effort profoundly affect our world.

Impact investing is generally defined as integrating social and environmental factors into investment decisions. This intersection of entrepreneurship, business, and impact is the most important trend in finance today and has the power to tackle our most pressing social and environmental problems.

As a pioneer in impact investing, we view values-based strategies as the natural intersection between philanthropic giving and investing. Our capabilities in this area span all major asset classes and values-based strategies including screening for environmental sustainability, economic empowerment, and healthy communities.

We believe in maximizing all returns for our investors, stakeholders, and our world.

r3-returns-logo

Learn more about R3 RETURNS, our Impact Municipal Bond strategy featured in the Colorado Impact Days showcase.  Due to its great success, BSW was prompted to launch R3 into a separately managed account for other advisors and their clients.