Impact Investing

Challenging the
False Narrative

LOHAS’ mission is not only to drive more capital into impact investments, but also to challenge the false narrative that investments delivering real social or environmental benefits cannot yield market-rate (or greater) returns.

We help clients tell a compelling story that educates, inspires, and engages both the committed impact investment community as well as still-hesitant traditional investors, and then LOHAS develops outreach strategies for identified target audiences.

Questions LOHAS Helps Address:

Is your venture delivering social or environmental impact but not telling a story that would engage impact-minded investors, customers, or partners?

Do you lack a strategic plan for engaging supporters?

How can you best deliver a compelling profit + impact story?

Are there untapped sources of capital that might be appropriate for your venture?

How will you measure impact to satisfy investor expectations pre- and post-investment?

“Let’s get real – individual investors have no sway in the public markets. The place where individual investors can have the most impact – by far – is in providing direct growth capital to private companies and social enterprises.  Instead [we are] giving investors an (arguably) false sense of doing good through ESG funds…”

– Don Shaffer, former CEO, RSF Social Finance

Leveraging an Accepted Framework

LOHAS ensures that the impact being delivered by its clients is clear to prospective investors by directly tying intended achievements to the United Nations Sustainable Development Goals.

Impact Investment Asset Classes

Direct private equity

Direct private equity

Direct private equity

0%

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

0%

Private equity funds

Private equity funds

Private equity funds

0%

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

0%

Direct private debt

Direct private debt

Direct private debt

0%

Public Equity

Public Equity

Public Equity

0%

Private debt funds

Private debt funds

Private debt funds

0%

Cash & cash equivalents

Cash & cash equivalents

Cash & cash equivalents

0%

Public debt

Public debt

Public debt

0%

Public debt

Public debt

Source: The UBS/Campden Wealth Global Family Office Report 2019

Impact Investment Sectors

Education

Education

Education

0%

Agriculture & Food

Agriculture & Food

Agriculture & Food

0%

Energy & Resource Efficiency

Energy & Resource Efficiency

Energy & Resource Efficiency

0%

Health care and wellness

Health care and wellness

Health care and wellness

0%

Environmental Conservation

Environmental Conservation

Environmental Conservation

0%

Housing & Community Development

Housing & Community Development

Housing & Community Development

0%

Sustainable consumer products

Sustainable consumer products

Sustainable consumer products

0%

Job creation

Job creation

Job creation

0%

Women’s Empowerment

Women’s Empowerment

Women’s Empowerment

0%

Access to finance

Access to finance

Access to finance

0%

Sustainable infrastructure

Sustainable infrastructure

Sustainable infrastructure

0%

Infrastructure

Infrastructure

Infrastructure

0%

Public debt

Public debt

Source: The UBS/Campden Wealth Global Family Office Report 2019

Performance Relative to Expectations

Public debt

Public debt

Source: Global Impact Investing Network

0%
0%
0%
0%
0%
0%

Impact Performance

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Impact investments are meeting or exceeding financial expectations for 91% of investors.

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Financial Performance

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Source: Global Impact Investing Network

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Outperforming

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

In Line

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Underperforming

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

3%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

9%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

82%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

76%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

15%

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

15%

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Donor-Advised Funds

Donor-Advised Funds

Total Number of Donor-Advised Funds

Total Assets in Donor-Advised Funds ($B)

0
0
0
0
0
0
0
0
0
0

241,507

241,507

241,507

289,478

289,478

289,478

2018

2018

2018

2017

2017

2017

728,563

728,563

728,563

2014

2014

2014

2016

2016

2016

2015

2015

2015

463,622

463,622

463,622

272,845

272,845

272,845

2014

2014

2014

2015

2015

2015

2016

2016

2016

2017

2017

2017

2018

2018

2018

$70.05

$70.05

$70.05

$77.18

$77.18

$77.18

$86.45

$86.45

$86.45

$112.10

$112.10

$112.10

$121.42

$121.42

$121.42

Public debt

Public debt

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.

Source: Global Impact Investing Network

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Slider

Direct private equity

Direct private equity

Direct private equity

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Infrastructure (e.g. renewables, public transportation)

Direct private debt

Direct private debt

Direct private debt

Public Equity

Public Equity

Public Equity

Private debt funds

Private debt funds

Private debt funds

Cash & cash equivalents

Cash & cash equivalents

Cash & cash equivalents

Public debt

Public debt

Public debt

Private equity funds

Private equity funds

Private equity funds

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

Real estate (e.g. green buildings, affordable housing)

0%
0%
0%
0%
0%
0%
0%
0%
0%

Impact Investing Asset Classes

Impact Investing Asset Classes

Impact Investing Asset Classes

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Source: The UBS/Campden Wealth Global Family Office Report 2019

Education

Education

Education

Health care and wellness

Health care and wellness

Health care and wellness

Environmental Conservation

Environmental Conservation

Environmental Conservation

Housing & Community Development

Housing & Community Development

Housing & Community Development

Sustainable consumer products

Sustainable consumer products

Sustainable consumer products

Job creation

Job creation

Job creation

Women’s Empowerment

Women’s Empowerment

Women’s Empowerment

Access to finance

Access to finance

Access to finance

Sustainable infrastructure

Sustainable infrastructure

Sustainable infrastructure

Infrastructure

Infrastructure

Infrastructure

Energy & Resource Efficiency

Energy & Resource Efficiency

Energy & Resource Efficiency

Agriculture & Food

Agriculture & Food

Agriculture & Food

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

Impact Investing Sectors

Impact Investing Sectors

Impact Investing Sectors

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

Source: The UBS/Campden Wealth Global Family Office Report 2019

0%
0%
0%
0%
0%
0%

Impact Performance

Impact Performance

Impact Performance

Performance Relative to Expectations

Performance Relative to Expectations

Performance Relative to Expectations

Financial Performance

Financial Performance

Financial Performance

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Source: Global Impact Investing Network

Outperforming

Outperforming

Outperforming

In Line

In Line

In Line

Underperforming

Underperforming

Underperforming

3%

3%

3%

9%

9%

9%

82%

82%

82%

76%

76%

76%

15%

15%

15%

15%

15%

15%

fiber_manual_record
fiber_manual_record
fiber_manual_record

Donor-Advised Funds

Total Number of Donor-Advised Funds

0
0
0
0
0

241,507

241,507

241,507

272,845

272,845

272,845

289,478

289,478

289,478

463,622

463,622

463,622

728,563

728,563

728,563

2014

2014

2014

2015

2015

2015

2016

2016

2016

2017

2017

2017

2018

2018

2018

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

0
0
0
0
0

$70.05

$70.05

$70.05

$77.18

$77.18

$77.18

$86.45

$86.45

$86.45

$112.10

$112.10

$112.10

$121.42

$121.42

$121.42

2014

2014

2014

2015

2015

2015

2016

2016

2016

2017

2017

2017

2018

2018

2018

Donor-Advised Funds

Total Assets in Donor-Advised Funds ($B)

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

Source: 2019 Donor-Advised Fund Report, National Philanthropic Trust

Slider

“Investors have been thinking for decades on how to get harmful things out of their portfolios, but [impact investing] is about proactively investing in solutions. It is that much more intentional step about investing in things like climate change directly.”

 

– Amit Bouri, CEO of the Global Impact Investing Network

Some Areas of Focus of Our Clients

agsdix-smt2-people

Women-founded/led organizations

agsdix-fas fa-globe-americas

Climate change mitigation

agsdix-fas fa-notes-medical

Healthcare issues and access

agsdix-fas fa-road

Infrastructure resiliency

agsdix-smt2-movie-creation

Social impact entertainment

Sustainable real estate

agsdix-fas fa-map-marked-alt

Place-based initiatives

Clean energy and water

agsdix-fas fa-money-check-alt

Financial inclusion

agsdix-fas fa-fish

Ocean health

Affordable housing

agsdix-fas fa-tree

Wildlife and nature conservation

agsdix-sao-warehouse

Fair senior housing

agsdix-fas fa-apple-alt

Sustainable food and agriculture

agsdix-fas fa-balance-scale

Racial equity and social justice

agsdix-smt1-card-travel

Eco-tourism

agsdix-fas fa-book

Education

agsdix-fas fa-car-side

Clean transportation

agsdix-fas fa-file-invoice-dollar

Financial Literacy

Sustainable waste management

agsdix-smt2-people

Women-founded/led organizations

agsdix-fas fa-notes-medical

Healthcare issues and access

agsdix-smt2-movie-creation

Social impact entertainment

agsdix-fas fa-map-marked-alt

Place-based initiatives

agsdix-fas fa-money-check-alt

Financial inclusion

Affordable housing

agsdix-sao-warehouse

Fair senior housing

agsdix-fas fa-balance-scale

Racial equity and social justice

agsdix-fas fa-book

Education

agsdix-fas fa-file-invoice-dollar

Financial Literacy

agsdix-fas fa-globe-americas

Climate change mitigation

agsdix-fas fa-road

Infrastructure resiliency

Sustainable real estate

Clean energy and water

agsdix-fas fa-fish

Ocean health

agsdix-fas fa-tree

Wildlife and nature conservation

agsdix-fas fa-apple-alt

Sustainable food and agriculture

agsdix-smt1-card-travel

Eco-tourism

agsdix-fas fa-car-side

Clean transportation

Sustainable waste management

Engage Investors in Impact

LOHAS helps chart a course for attracting not only the impact investment community but also family offices and other parties that may have historically stood on the impact investing sidelines. Contact us to learn how.

The data is irrefutable that impact investing is not merely a “trend” but rather an irreversible change in perspectives that is encompassing investors of every age, gender, and nationality. LOHAS helps its clients tap into this growing investor desire to support people and planet when seeking profit.

From strategic direction to optimal messaging and positioning to deal preparation to campaign development to market building and (if needed) to fundraising, LOHAS helps guide its impact clients along their paths to success.

LOHAS works with a variety of clients on activities most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

There a growing variety of parties delivering both profit and impact – from companies to funds to projects and productions – and LOHAS works with each to support their specific needs, developing customized campaign strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, or delivering or participating in webinars or podcasts or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS’ deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of your venture to investors.