SRI/Impact Investing

At Regatta IMPACT we work with clients who want to grow their portfolios while simultaneously using their financial resources to invest in solutions to many of the most pressing environmental and social issues. We believe that investors “vote” with how they choose to invest and spend their dollars and work to help them express their values through their investments.

In constructing a sustainable, responsible, and impactful portfolio, we start from a place of “do no harm” by incorporating a combination of positive and negative screens to help select investments that are free of companies that profit from someone else’s pain. Our investment approach includes investing in publicly traded stocks, bonds, mutual funds, and ETF’s with high Environmental, Social, and Governance (ESG) scores. From there, depending on the goals of the client, we incorporate investment themes tailored to each client’s passion. We use alternative investments, private equity, and real estate to invest in areas such as renewable energy, clean water, affordable housing, sustainable agriculture, forest conservation, and gender equality.

One of the most common misconceptions is that an SRI strategy will lead to underperformance. While that may have been true 20 years ago, it’s simply no longer true today. There is ample quantitative data that to show how SRI portfolios can achieve better risk-adjusted returns than their conventional counterparts.

Our double bottom-line approach puts equal emphasis on providing competitive financial returns alongside environmental and social returns.