Social Impact Investing: Strategies and Implications for the Future

The UC Irvine Paul Merage School of Business Center for Investment and Wealth Management in partnership with Beacon Pointe Wealth Advisors brought together a successful community program with over 150 guests in attendance at, “Social Impact Investing: Strategies and Implications for the Future” on May 4, 2017 at the Newport Beach Country Club.

The program featured expert panelists John Goldstein/Goldman Sachs Asset Management, Vadim Gorin/Dimensional Fund Advisors and Ron Auer/CORPath. UCI’s Merage School Professors, Christopher Schwarz and Andrew Policano, moderated the in-depth program. The panel discussed social impact investing, the practice of investing into companies, organizations and funds to generate social and environmental impact alongside a financial return.
Many of Beacon Pointe’s clients are committed to socially responsible and impact or “purposeful” investing, and we work to express these values in their investment policy statements and portfolios. Impact investments are made with the intention to generate measurable social and environmental impact in addition to a financial return. Our Beacon Pointe team of professionals have extensive experience in this field.

We work with clients to articulate their specific impact investing goals, creating a strategy that is consistent with our clients’ objectives.  Implementing and monitoring that strategy, we will constantly search for new ways to express our clients’ unique values.
When researching responsible investing strategies, we employ the same thorough due diligence process that we use for traditional strategies. Each investment manager candidate must meet Beacon Pointe’s strict quantitative and qualitative criteria in order to be considered by our Investment Committee.


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