Convincing asset owners to invest in Impact Investing.

What is the best way to get asset owners (HNW, Pension Funds, Family Offices) to start investing in projects and funds that provide social, environmental, and financial returns.
Very important call to action for investors by Forum for the Future. As an integral investor, I would add the importance of self-actualization as a driving force in investing.
Mariana Bozesan
September 12, 2011

How to convince Asset Owners (HNW, Family Offices, Pension Funds) about ESG and Impact Investing.

Did you ever notice that all the studies and anecdotal evidence shows that HNW are actually interested in ESG and Impact Investing? I get constant requests from asset owners  for interesting investment opportunities that provide a financial, social and environmental added value. However, when you go through the so called “gate keepers” (private banks, wealth advisors, wealth managers), nothing happens.
You will hear that “risk management can’t approve”. “We need to invest in established, long term track record, blah, blah”. So, I say, “Oh. You mean European Sovereign Debt, or Stocks which haven’t performed in 10 years, or better yet asset managers, like Madoff ”

How can you get through to asset owners?

I have found, that after 13 years of trying,  the most effective is to reach out directly and indirectly, and by letting them experience the ESG and Impact Investment community, at TBLI CONFERENCE EUROPE or ASIA. By allowing them to come, learn and interact with all these financial professionals through educational outreach and actually meet investors, who are putting large sums to work in ESG and Impact Investing, the rest falls into place.

That is why we allow 50 asset owners to come for free. If you are an asset owner and want to learn about ESG and Impact Investing, contact

TBLI CONFERENCE™ EUROPE 2011 – 10 and 11 November 2011

Title:  TBLI Conference Europe,

Location: TBLI CONFERENCE™ EUROPE 2011 Grange St. Paul’s Hotel***** London, United Kingdom,

Dates: 10 and 11 November 2011,

The prime annual global networking and learning event on Environmental, Social and Governance (ESG) and Impact Investing. ? Theme for 2011: “ESG and Impact Investing: Now More Than Ever!” ? Attendees will be able to determine their preferred workshops during the conference itself and need not register in advance, which may mean some workshops will be (more than) full and others sparsely attended. This remains part of our 13-year conference tradition. ?

Based in Amsterdam, the TBLI GROUP™ raises awareness of sustainable investment in the financial sector, by assisting investors and providing a global network for parties who share in this goal. For more information, visit

Speakers will be available for comment after each session; interviews can also be arranged. For press passes or interviews contact Esther van der Weij: esther (AT)
Tel +31.20.428.67.52*21/M +

This event is made possible in part by the generous support of: Sarasin,
ESG Leaders Award,  ASN Bank,  Buisness in Development,  AVIVA Investors, Thomson Reuters,
ECP International SA, Vigeo, Mn Services N.V, SAM – sustainability investing, Veolia Environmental Services, oekom research AG, ECP International SA, MicroCapital, Novethic, Venture Business Research, Ethical Performance, Blassys, Corporate Register, SRI World Group, SRI World Group, EuroCharity, Eurekahedge, EFFAS, UNEP – Finance Initiatives,  Forum Nachhaltige Geldanlagen, International Association of Microfinance Investors – IAMFI.

What Is a Socially Responsible Limited Liability Company?

The Vermont Legislature has passed a bill that ensures they will be recognized.  Lobbyists and other supporters are confident that similar will take place in states across the US, as well as on the European Union level, and beyond.  They are called Socially Responsible Limited Liability Companies, and if I told you I fully understood how they work, I would be lying.

However in every analysis and in between all the fine print, what I do understand is that the purpose of having such legislation on L3C’s is to help clear the way for more community minded, people centered investment from diverse areas of civil society.  That means not just corporations, but also foundations, non-governmental organizations, and more.  An investment goal that sounds like something the world could definitely use more of.

Below I’m slidesharing a presentation from Americans for Community Development, no need to download anything, just click through the slides and learn more about L3C’s:

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