Individuals, foundations and organizations interested in the Genus-SVX Impact Investment Counsel will meet a portfolio manager to talk through their personal values, their impact objectives and financial objectives.
The portfolio manager will then create a tailored, diverse and impactful portfolio, based on these objectives. The portfolio manager will monitor investments day-to-day and make investment decisions that meet these objectives.
When you invest money, you’ll ideally want to know the results you are achieving, both in dollars and social benefit. When it comes to impact investing, it’s important to measure impact outcomes as well as financial returns.
Regular assessments and reports on the impact of your investment will be provided, and the cadence of this reporting can be tailored to your needs.