Incorporating impact goals into traditional asset allocation

This paper illustrates a series of portfolios that illustrate different combinations of impact and financial goals, along with insights gained from UBS' work to build them.

Name of Parent Organization

The Impact Management Project

Name of Resource

Incorporating impact goals into traditional asset allocation

Owner, Founder, or Sponsor

The Impact Management Project
UBS

Year Founded

2017

Typical Use Case

This paper provides guidance for investors on how to factor impact goals into portfolio construction and portfolio management considerations.

Thoughts?

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