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.

LOHAS Advisors Logo

LOHAS operates at the intersection of impact investing and philanthropy, enabling the investment of tax-deductible, charitable contributions and foundation grants into for-profit, private-sector socially and environmentally impactful companies, funds, projects, and entertainment productions, using donor-advised funds, fiscal sponsor programs, charitable trusts, and related structures and strategies to deliver sustainable impact. Visit LOHAS.org

LOHAS Capital Logo

LOHAS Capital is dedicated to strategic marketing and fundraising efforts for socially and environmentally impactful businesses, funds, projects, and productions. Leveraging relationships and data within the family office and social impact investor community, LOHAS Capital develops strategies and utilizes specialized technology and techniques to generate capital, awareness, and influencer support for health, sustainability, and social impact ventures.

LOHAS Advisors Logo

LOHAS Advisors provides impact investment consulting services to investors and their advisors. Despite the dramatic growth in impact investing, challenges remain in identifying and transacting on financially compelling, direct investment opportunities that yield real social or environmental results. LOHAS Advisors empowers individuals, organizations, and their financial managers to generate the profitable and impactful outcomes they desire. Visit LOHASAdvisors.com

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.

Asset Classes

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%

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

Investment Sectors

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%

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

DAFs 2022

Total Number of Donor-Advised Fund Accounts

2021

1,285,801
0

2020

1,007,745
0

2019

891,961
0

2018

733,819
0

2017

471,036
0

Total Assets in Donor-Advised Funds ($B)

Total Assets in Donor-Advised Funds ($B)

2021

234.06
0

2020

167.81
0

2019

147.46
0

2018

123.03
0

2017

112.80
0

Source: 2021 Donor-Advised Fund Report, National Philanthropic Trust

previous arrow
next arrow

“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-null

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-null

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.