IMPACT INVESTING

Bridging Your Financial and Social Objectives

At BakerAvenue our values are reflected in everything we do. As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation.

You don’t need to choose between changing the world and reaching your financial goals.


Our mission is to help you create an impact by contributing to positive social change, alongside maximizing your portfolio performance during all market cycles.​​

How We Do It: BakerAvenue’s Sustainable Impact Classifications

​As a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation. ​

impact investing

Governance
Impact Disclosure Scores Corporate Behavior
  • Anti-Competitive Practices
  • Corruption & Instability
  • Financial System Instability
Compensation Structure Board Independence
Environmental
Energy Efficiency Greenhouse Gas Emissions/Revenue
  • Carbon emissions
  • Energy Efficiency
  • Product Carbon Footprint
Sustainable Water Policy Regulatory Adherence
Social
Corporate Diversity Gender Equality
  • Board Members
  • Pay
  • Ownership
Weapons Policy Ethics History
Citizenship
Philanthropy Corporate Behavior
  • Anti-Competitive Practices
  • Corruption & Instability
  • Financial System Instability
Employee Satisfaction Scores Community Outreach

Doing What’s Best for Your Portfolio and Our Planet

The global issues we face are real. A warming planet, a growing gap between rich and poor, inequalities among race and gender, and doubts that our generation will hand off a sustainable environment for future generations. With the rise of all these pressing issues, more of our clients are turning to Impact Investing to fund causes they care about and generate positive returns to fund their legacy.

Global Impact Investing Network (GIIN) defines impact as investments made into companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a financial return. The goal is long-term sustainability. To identify and adopt specific impact objectives, define a strategy, monitor effectiveness against impact and returns, and refine the strategy based on results and shifting priorities.

To learn more about ESG, SRI or Impact Investing or to get started, contact our experts.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.