how we can help you
Values and Impact Strategy
Values and Impact Strategy
We support wealth advisers and their clients to develop and implement values-driven and impact investment approaches. We work alongside advisers to help their clients align investments with their values and impact goals.
How we can help you:
Design values-based and impact investment frameworks
Develop and review policy for alignment with values and impact Board and committee training
Support alignment of philanthropic intentions and investment goals
Support integration of faith-based values into investment design.
Market research and thought leadership
We help define values and impact objectives, create practical frameworks, and build internal capabilities for advisers and their clients. Our strategic advisory work includes education, market research, and thought leadership to effectively align investments with values and impact goals.
From the Brightlight newsroom
