Summary

“The new study provides an objective, rigorous look at two of the most important aspects of impact investing: financial returns and long-term impact. Specifically, the study explores the widespread assumption that impact investing private equity funds cannot achieve market-rate financial performance. The report’s findings suggest that – in certain market segments – investors might not need to expect lower returns as a tradeoff for social impact. Impact investing is an investment approach that intentionally seeks to generate measurable social or environmental impact alongside a positive financial return. According to the study’s authors, certain market segments of funds in the sample yield returns close to those of public market indices.”