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 do this through a systematic and reportable approach.

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 impact and screening for environmental sustainability, economic empowerment, and health communities. We are able to incorporate a wide-range of client-specific values into traditional portfolio construction and management.

r3-returns-logo

R3 RETURNS is 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.