Authored by: Ashley Cohen

Social Equity Investing: Righting Institutional Wrongs

There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal. In this paper we review the current state of social equity in the United States, highlight eight core social equity issue areas, and discuss the lessons we’ve learned in constructing portfolios with these investments. While investors need to be mindful of risks, we believe that investments can be made to promote a social equity impact agenda across the portfolio.