Ready for 2024? Here Are Even More Impact Investing Trends You Can't Ignore

In this week's newsletter, we continue exploring the trending impact-investing trends for 2024!

R.I.S.E. & Shine! It's another great day to learn about investing for impact!

Happy Friday ladies,

You have worked hard for your money, so isn’t it time for your money to work for you and the causes you care most about?

By making impact-based investments, you can secure your financial future while watching your money change the world—from fighting climate change, as we covered last week, to funding emerging markets around the world, which we will explore below.

Let's dive into how your investments can make a global impact, one smart choice at a time.

THANK YOU FOR MAKING OUR

EVENT A SUCCESS!

A huge thank you to everyone who attended "Women And Wealth: Building Legacy Across Generations" in Phoenix. Your participation and energy turned our first in-person event into a remarkable and memorable experience.

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Even More Impact Investments To Watch in 2024

Financing Impact Investments

One impact investment method that is gaining popularity is through private debt and fixed income impact investments, which allow you to provide capital for companies and businesses working for a social or environmental goal. Here is a closer look at each option:

• Private Debt Impact Investments: These are loans given to businesses or projects that have a positive social or environmental impact. For example, a loan might be given to a company that builds affordable housing or develops clean energy solutions.

• Fixed Income Impact Investments: This is about investing in bonds (which are like IOUs) issued by companies or governments that meet specific positive environmental, social, or management criteria. When you invest in these bonds, you are essentially lending money to these entities with the expectation of regular interest payments.

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Follow us on LinkedIn, Facebook, and Instagram for a daily dose of encouragement and community, because investing is a journey, and who says you gotta go it alone?

Technology and Data

As in virtually every other industry, technology and the emergence of Artificial Intelligence (AI) is being used to make information and resources more readily available for anyone wanting to make their first impact investing.

The ways that technology can help enhance impact investing are endless, from offering data and platforms to investors, to partnering with entrepreneurs to work directly towards combating climate change, or social issues like access to education or healthcare.

Here are a few ways technology is starting to be utilized for impact investors:

• Examining data to detect risk or opportunity in real-time

• Quickly measuring the social and environmental impact of an investment

• Conducting due diligence on potential investments

• Using fintech, or financial technology, to help investing be faster and easier

• Crowdfunding to the public to make a social impact

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Emerging Markets

Another area impact investing is predicted to grow in 2024 is emerging markets, which mean investing in developing nations that are becoming more involved in the global economy. According to GIIN, impact investors plan to increase their investments in emerging markets to help meet the basic needs of the communities in the coming years.

The biggest markets of interest are in Sub-Saharan Africa, followed by Latin America, Southeast Asia and South Asia. Investments in this area have so far been successful, and are seen as more stable and less prone to normal investment cycles.

Investing in the basic needs of emerging markets could look like investing in a country's clean energy system, food systems, or technology.

SUPERWOMAN SPOTLIGHT

Sallie Krawcheck

Sallie Krawcheck, a notable figure in the financial industry, has championed gender equality and reshaped wealth management. With an MBA from Columbia and a career beginning in research and analysis, she rose to become CEO of Sanford C. Bernstein & Co. and held high level roles at Citigroup and Bank of America.

Krawcheck co-founded Ellevest, a digital financial advisory service made for women, which addresses the unique financial needs of this underserved market. A vocal advocate for women in finance, she's recognized for bridging gender investing gaps and fostering workplace equality. Her contributions have earned her widespread accolades and positioned her as a leading voice in democratizing financial services.

FINANCE IN THE NEWS

• This week, stock markets did really well, with major companies like Nike and Verizon helping the S&P 500 and the Dow have their best day since June.

• Northwestern Mutual has agreed to increase its impact investing fund to $175 Million in support of racial equity initiatives, working to lessen the racial wealth gap.

• According to a survey by BMO Financial Group, 46% of Americans report making no financial progress since high inflation began two years ago, with 36% falling behind on savings or goals and 66% lacking a written financial plan.

• Under a new Labor Department proposal, Americans transferring funds from a 401(k) to an individual retirement account will receive even more protections when it comes to the advice they're given, as employers and advisers must now act in the best interest of clients in managing 401(k) plans.

Will Impact Investing Take Over ESG?

The investing world is changing in an exciting way, with a growing focus on impact investing. This means people are choosing to invest in ways that help society and the environment, not just make money. Michael Loukas from TrueMark Investments is leading the way, moving beyond the usual focus on environmental and social issues to investments that really make a difference.

This shift to impact investing is different from the traditional approach, and it's catching on because investors want to do good with their money. It's not just about earning more; it's about using money to make the world a better place. This change is a big deal, especially for women in finance, showing that investing can be about more than just profits—it can be about making a positive impact.

Next Week’s Sneak Peek:

Next week, we are covering why women are best suited for success in impact investing!

Glossary:

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Regardless of whether you are scared to take the first step or you are ready to dive right in, there's an Investment strategy perfectly suited for you. At R.I.S.E we are committed to guiding and supporting women investors at every stage of their investment journey because we believe the key to success lies in education and informed decision-making

R.I.S.E. the Movement is an educational platform designed to provide informative resources and foster discussions related to personal finance and investing. We are not registered financial advisors, and the content presented on our platform should not be construed as investment advice. Any information shared or discussed on this platform is for educational purposes only and should not be considered as a substitute for professional financial advice. It is important to conduct thorough research and consult with a qualified financial advisor or professional before making any investment decisions. R.I.S.E. the Movement does not guarantee the accuracy, completeness, or reliability of the information provided, and shall not be held responsible for any actions taken based on the content presented. By engaging with R.I.S.E. the Movement, you acknowledge and agree to release the platform, its creators, and contributors from any liability arising from your use of the information provided.

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