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

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