Impact Investment Strategy

Impact investing seeks to generate measurable social or environmental benefit alongside financial return. For families, it can create a bridge between investment capital, philanthropic purpose, and long-term stewardship.

L’Heritage helps families assess how impact objectives can be incorporated into an existing portfolio without losing sight of risk, liquidity, governance, and financial discipline.

We support the development of a clear investment thesis, opportunity-assessment framework, portfolio allocation, due diligence, and impact-reporting approach in coordination with investment managers and specialist advisers.

Areas of focus

• Impact objectives and investment thesis
• Thematic and geographic allocation
• Risk, return, and liquidity expectations
• Manager and opportunity selection
• Impact measurement and reporting
• Portfolio integration and governance

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What the advisory may include

• Impact Readiness Assessment — Review the family’s objectives, investment experience, liquidity needs, risk tolerance, and desired level of measurable impact.
• Impact Investment Policy — Define investment principles, themes, exclusions, return expectations, time horizon, and approval criteria.
• Thematic Allocation Strategy — Consider sectors such as healthcare, education, climate resilience, sustainable agriculture, financial inclusion, affordable housing, or social infrastructure.
• Opportunity and Manager Review — Evaluate funds, direct investments, co-investments, social enterprises, and specialist managers.
• Financial and Impact Due Diligence — Coordinate assessment of commercial viability, governance, management quality, impact methodology, reporting, and risk.
• Portfolio Construction — Determine an appropriate balance across asset classes, geographies, return profiles, and stages of investment.
• Impact Measurement Framework — Define indicators, reporting standards, baselines, and review procedures appropriate to each investment.
• Ongoing Monitoring — Review financial performance, impact delivery, governance developments, and alignment with the family’s wider objectives.

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