Impact investing has roots in the philanthropic sector and media coverage on impact investing often frames it as adjacent-to or part of philanthropy. For many advisors, “impact” has been mentally filed as a strategy that only includes below market-rate opportunities.

We’re celebrating five years with two fantastic teammates: Jordana Pleat and Jesse Simmons.

The current wave of conflict is a humanitarian crisis and a stress test of global aid systems. Recent events show that shocks do not remain contained but move across markets.

Most advisors are flying blind on how many clients have interest in investing for impact. Increasingly, that’s a business risk. The key takeaway for advisors: demand for impact investing often represents itself through a variety of channels. If you wait for clients to ask about impact, you’ll end up systematically underestimating it.

Advisors often gauge demand based on what clients explicitly request. Impact investing rarely enters the room that way. The challenge for advisors is to not let this difference in language become a barrier to the conversation the client is trying to start.

As an advisor, your role is to protect and grow your clients’ capital. To truly understand how impact-first investments fit in a client portfolio, advisors must think differently about conventional notions of risk and return.

A donor’s perspective on using flexible, recoverable capital to deepen impact

For philanthropists just getting started in exploring a world beyond traditional grants, it can be overwhelming to understand the full range of opportunities for philanthropic capital and the different advantages they provide. The good news is that setting up your giving at the right home can already put you well on your way to expanding your impact.

The term “monitoring” undersells what this function should be in modern advisory practice. Rather than serving as just a compliance exercise or back-office task, effective monitoring can offer a system of portfolio intelligence — one that shapes trust, accountability and long-term value creation.