Brad Swanson ’76

1 Week Ago

With Limited Options, Aim to Effect Change

Great question! I would recommend that people not invest in ESG funds, and pull their money out if they already have it there as it is just bolstering the status quo instead of effecting change. However, unfortunately, there are few funds in the Impact Investing sector available to retail investors, as their assets are typically small, illiquid, risky companies (they prioritize impact, after all!). You might look into making deposits with CDFIs (community development finance institutions) or an instrument like Calvert Impact’s Community Investment Notes. But fundamentally, I believe that return-positive finance is not the right tool to bring about social progress. We need to stop playing the game as it is and revise the rules.

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