Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

We have some exciting updates and opportunities to share with you. Here's a recap of what's been happening:

Top Impact Investing Trends for 2024

This article highlights the evolving trends in impact investing, including the increasing demand for transparency, the adoption of standardized impact metrics, and the use of AI to enhance investment strategies. The focus on intentionality, return expectations, and a range of asset classes are crucial aspects of impact investing. Read more from Atlanta Consulting Group.

As a reminder, RISE maintains a comprehensive database of private vetted, exclusive, impactful investments that includes everything from startups to established funds and real estate, spanning all areas of impact. These opportunities vary; some have specific participation qualifications, while others are more accessible. We do this because we all have different levels of savings, communities, and can participate in impact at different levels. Either way, as always, let's share this valuable knowledge of values aligned investing with our loved ones, including our children (it's never too early to start!), friends, and broader community. With that said, let's explore this week’s impactful opportunity.

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

Impact-Driven Family Offices: A Guide for Newcomers

If you're considering setting up a family office to manage and grow your family's savings/wealth, you're in the right place. A family office isn't just about maintaining financial health; it's a powerful tool for making a positive impact on the world. Let's break it down in a way that's easy to understand and inspiring for anyone thinking about leveraging their savings/wealth for meaningful change, especially women looking to align investments with their values.

What is a Family Office?

A family office is a private company set up to manage the investments, estate planning(we should all have this), and financial needs of a family. It’s like having a personal financial team dedicated to protecting and growing your family’s assets. But more than that, a family office can help you direct your wealth toward causes and initiatives that matter most to you.

The Power of Impact-Driven Investing

Impact-driven investing is about more than just making money. It’s about using your investments to support businesses and projects that have a positive effect on society and the environment. Think of it as putting your money where your heart is. For women in particular, this approach can be a way to champion gender equality, sustainability, and community development.

How Does It Work?

Here’s how setting up an impact-driven family office typically works:

1. Define Your Values and Goals: Start by identifying what causes and values are most important to your family. Do you care about environmental sustainability, education, healthcare, or gender equality? These priorities will guide your investment choices.
2. Build a Diversified Portfolio: Just like with any investment strategy, diversification is key. Spread your investments across various sectors and types of assets to manage risk and maximize impact. This could include stocks, bonds, real estate, and direct investments in startups or social enterprises.
3. Do Your Homework: Research is crucial. Look into the companies and projects you’re considering for investment. Make sure they align with your values and have a track record of positive impact. This might involve consulting with experts or working with impact investment funds.

Educate the Entire Family

One of the greatest advantages of a family office is the opportunity to involve and educate the entire family in the investment process. This can help ensure that the values and goals you establish are understood and shared across generations. Here are some ways to include your family:

1. Family Meetings: Regularly scheduled family meetings can be a platform to discuss values, goals, and the impact of investments. These meetings provide a chance for everyone to learn about the importance of aligning investments with personal values and how the family office is contributing to positive change.
2. Workshops and Seminars: Consider organizing workshops or inviting experts to speak about impact investing, financial literacy, and the various causes your family is supporting. This can be especially beneficial for younger family members who are new to investing.
3. Collaborative Decision Making: Involve family members in the decision-making process. This not only educates them but also ensures that everyone feels a part of the family’s financial journey. Collaborative decisions can foster a sense of unity and shared purpose.
4. Educational Resources: Provide access to books, online courses, and other resources about impact investing and financial management. Encouraging continuous learning will empower family members to make informed decisions.

Next week we will share a practical example… of how this works tactically…

.*Please, it is never too early to share these differentiations with others so we are all educated together allowing us all to have an investor mindset. If you need lists or access to any of the above reply back and we will support with our database.

JOIN THE R.I.S.E. THE MOVEMENT COMMUNITY!

Book a call with us today! When you sign up to become a member of R.I.S.E. The Movement, you gain access to dozens of educational tools including courses, blogs, live and virtual events, insights from expert investors, and a community of women investors just like you ready to support and encourage you along your investment journey!

Join the RISE The Movement Impact Circle

At R.I.S.E (Rewarding Investments Smart Education) we are committed to educating and providing community for women investors at every stage of their impact investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact.