We believe that Impact education leads to Impact integration – helping drive return potential for investors seeking to make a positive impact while creating deeper, more meaningful intergenerational relationships between clients and their advisors. One of the ways we meet that educational need is by releasing white papers, covering topics such as…
- The African Century
This paper examines the factors behind past periods of exceptional economic growth, their impact on Africa, and analyzes the continent’s current and projected economic and human development. It also evaluates whether current capital allocations align with these projections, incorporating stress-testing and comparisons to other growth periods for context.
- Private Credit: The Original Impact Investment?
Prior to 2010, private credit allocations were rare, but today they exceed $1.2 trillion in AUM, making a significant impact through broader access via Business Development Companies and interval funds. Originating in the U.S. high-yield market, its rapid global growth highlights its potential for further economic impact beyond North America.
- The Renter’s Dilemma
The National Low Income Housing Coalition estimates a shortage of at least 7 million affordable housing units in the U.S. Affordable housing is generally defined as rents at no more than 60% of area median income (AMI), with those below this threshold most likely to qualify for assistance. This shortage exacerbates social challenges in both expected and unexpected ways.
