Wealth Advisor Cites Sunwealth as Part of an Investment Model Aligning ESG and SRI Interests

In a recent article for ImpactAlpha, Reynders, McVeigh’s Director of Impact Investments, Carrie Endries, highlights Sunwealth and Founders First as examples of the growing number of investment models that “capture the ideal combination of financial strength, measurable impact, and scalability.”

The article outlines the components that make a great impact model, but according to Endries, these models must be coupled with intentionality. She writes, “Through this thoughtful, intentional design, the possibilities for impact expand exponentially. When competitive returns are part of the picture, these investments can be used as fixed income components of a balanced portfolio, providing regular liquidity at lower risk and the option to recycle capital into impact solutions in perpetuity.”

Sunwealth’s approach to financing and developing community-based solar projects through a pooled investment approach allows investors to deepen and localize their impact without sacrificing returns or being subjected to increased risk. For Reynders, McVeigh – which specializes in impact and socially responsible investing – working with Sunwealth provides an opportunity to align client portfolios with ESG and SRI interests.

Endries closes out the article with a forward-thinking sentiment emphasizing investment intentionality as a means to drive impact. “For investment advisors, building out a range of impact opportunities provides more flexibility for investors to participate directly in positive social change without sacrificing financial fundamentals.”

Read the full article on ImpactAlpha.