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Asset Allocation

Asset Allocation

Asset allocation is a way for an investment advisor to help a client find a balance between how much risk they are willing to take and their investment goals. Most of the time, an asset allocation strategy involves spreading investments across different types of assets and rebalancing them from time to time to make sure investment goals are met.

About Impact Capital Partners

At Impact Capital Partners, our mission is to connect institutional capital with the growing impact investment market to address the world’s most pressing challenges. By utilizing impact investments, institutional investors are able to generate positive, measurable social and environmental impact alongside a financial return. We are constantly finding new impact investment opportunities in both emerging and developed markets, targeting market-rate returns. Schedule a call with us HERE if you’re interested in learning more about our impact investing strategies.

OTHER TERMS

Investment Tax Credit

An investment tax credit (ITC) is a tax incentive that allows businesses and individuals to reduce their tax liability by a certain percentage of t...

Program Related Investment (“PRI”)

A PRI is an investment that a tax-exempt charity makes at a rate below the market rate as part of its annual giving requirement. In order to keep t...

ESG Ratings

ESG ratings are a way to assess a company’s performance and impact in the areas of environmental, social, and governance factors. ESG stands ...

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