• Focus on a single or small set of investment opportunities. This can help your client feel comfortable moving forward with their first investment, and towards increasing the social as well as the financial impact of their portfolio.
For more insight on getting started, refer to Rockefeller Philanthropic Advisors’ guide on Impact Investing: Strategy & Action.
Patrick Briaud leads impact investing services at Rockefeller Philanthropy Advisors and helps individuals, foundations and corporations use a range of assets to achieve their social impact goals. He is a frequent speaker at investing, philanthropy, and impact investing events. Patrick’s background includes investment management and professional tennis.
To learn more about impact investing, read RPA’s newest Philanthropy Roadmap guides: Impact Investing: An Introduction and Impact Investing: Strategy and Action.