Date of Graduation
5-2023
Document Type
Thesis
Degree Name
Bachelor of Science in Business Administration
Degree Level
Undergraduate
Department
Finance
Advisor/Mentor
Acrey, Cash
Abstract
As society has become more focused on addressing environmental and social issues, interest in impact investing has grown dramatically to a total asset value of $444 billion dollars (Global Sustainable Investment Alliance, 2021). As a result, financial advisors could benefit from incorporating these investments into their service offerings. However, like all financial questions, there is no universal answer for all clients. By exploring existing academic literature, this review seeks to highlight the benefits of impact investments, reveal the downsides, and discover strategies to manage them. Ultimately, this literature review will demonstrate how offering impact investments can be beneficial for both advisors and their clients.
Keywords
impact investments; financial advisors; green energy; affordable housing
Citation
Eason, J. (2023). Benefits of Impact Investments for Financial Advisors and Their Clients. Finance Undergraduate Honors Theses Retrieved from https://scholarworks.uark.edu/finnuht/107
