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Your Beginner's Guide to Impact Investing, Part II

November 10, 20236 min read

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Your Beginner's Guide to Impact Investing, Part II

In this week's issue, we're teaching you how to begin making an impact through your investments!

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

Happy Friday ladies!

I read a statistic recently that said if women invested at the same rate as men, an additional $1.879 trillion could be dedicated to responsible investing. I truly believe that female investors have the power to change the future, not just for themselves, but for the world.

Last week’s newsletter introduced you to the concept of impact-based investing, a strategy for earning returns while also making a meaningful difference in your community, the climate, or a cause you're passionate about. This week we are breaking down the first steps you can take to finally begin investing for impact.

Thank you for being a part of our growing community! If you have been enjoying our content, make sure to share our newsletter and community page with your circle of smart women and let's begin investing!

- Tanaha, Chief Empowerment Officer at R.I.S.E. The Movement

JOIN THE R.I.S.E. THE MOVEMENT COMMUNITY FOR FREE!

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When you sign up to become a member of R.I.S.E. The Movement, you gain access to dozens of educational tools including courses, blogs, live and virtual events, insights from expert investors, and a community of women investors just like you ready to support and encourage you along your investment journey!

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Have You Considered These Impact-Driven Investment Opportunities?

Last week you defined your investment ethos and learned about different investment approaches, so it's time to put your money to work!

Here are the first four steps you can take to make your money work for you, while helping to furthers others as well:

Step 1: Clarify Your Objectives

  • The first step in impact investing is to define your goals, both in your expected financial return and social or environmental impact.

    • Ask yourself the following questions:

    • What social or environmental issues are most important to me?

    • What are my values related to investing?

    • How much risk am I willing to take?

    Step 2: Conduct Research and Consult Experts

    Once your goals are clear, you should research the types of impact investments that align with your objectives. This could involve looking at various sectors like clean energy, healthcare, education, etc. You may also want to connect with the RISE the Movement community where we focus on impact investing to share how to analyze impact based opportunities or be connected to fund managers that focus on impact investing.

    Step 3: Evaluate Investment Opportunities

    Once you've narrowed down your areas of interest, you should evaluate specific investment opportunities using both financial and impact criteria. Select from the list we mentioned above.

    Like any investment, you should consider the following factors:

    • Financials: Profitability, revenue, market opportunity, etc.

    • Impact: What positive social or environmental effects the investment aims to achieve, and how these are measured.

    • Management: The experience and track record of the team behind the project or company.

    Step 4: Diversify Your Portfolio

    Remember - you don’t have to pick just one investment cause! The more you diversify your investments, the more you mitigate risks. Consider spreading your investments across different sectors and regions, from investing in your local city to global companies who support causes you are passionate about.

SUPERWOMAN SPOTLIGHT

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Lise Birikundavyi

Lise Birikundavyi is the co-founder of BKR Capital, Canada's first Black-led venture capital fund dedicated to investing in Black tech founders. Through BKR, Birikundavyi aims to influence the entire investing ecosystem. Additionally, she is working on establishing a fellowship for Black professionals in venture capital. Before founding BKR, she spent several years as an investment manager with various impact funds in Africa.

When discussing impact-based investing, Birikundavyi says, "Our goal is to see this niche strategy [of investing in Black-led start-ups] be no longer necessary in a few years as performance will attract more funds into having a more inclusive investment practice."

FINANCE IN THE NEWS

This Week At a Glance

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  • Economists at Consensus Economics predict that the global economy will decelerate in 2024 due to high interest rates in some of the world's largest economies. The annual GDP forecasts for 2024 are lower than those for 2023.

  • The U.S. job report for August showed a small increase in new jobs, slower wage growth, and a noticeable rise in unemployment. These are signs that the job market in the U.S. is getting back to normal.

  • The U.S. deficit is expected to double this year to $2 trillion for the fiscal year, primarily due to low tax revenue and higher interest rates.

  • Consumer confidence in the US economy and labor markets fell in August due to higher gas prices and a slowdown in inflation reduction.

  • On September 30, child care support initiatives that were enacted during the pandemic are set to end, and it’s estimated that 3.2 million children are set to lose child care when 70,000 programs end at the end of this month. Texas, New York, and Florida will be impacted the worst.

What Does Wealth Mean To You?

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According to Charles Schwab's annual Modern Wealth Survey, nearly half of Americans say they feel wealthy, yet most don't define wealth solely by their net worth. In fact, 62% of respondents believe that having healthy relationships with loved ones is a more important measure of wealth than money.

When asked what dollar amount would make them feel wealthy, the average answer was $2.2 million. However, the survey revealed that only 35% of people have documented financial goals and a financial plan. For the majority who don't have a plan, the reasons given include not having enough money, finding it too difficult, or simply not having the time.

If you're among the 65% of Americans feeling overwhelmed by the prospect of investing or setting financial goals, join R.I.S.E. The Movement. Our community offers educational resources, tools, and a supportive network of women to help guide you on your financial journey!

Next Week’s Sneak Peek:

In next week's newsletter, we'll guide you through the process of crafting your financial vision and decoding your personal investment DNA!

Glossary:

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LET’S RISE TOGETHER!

@risethemovement

www.risethemovement.com

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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