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How to Start Impact Investing with Beth Bafford: Episode 51 of Money + Meaning

SOCAP July 14, 2020

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Beth Bafford of Calvert Impact Capital walks through her experience shifting her personal portfolio to impact

 “It is a privilege to have any investable assets for savings or retirement but if you do, in any amount, you have power. You have the power to invest in companies, in funds, in a financial system and an economy that supports your values. You don’t need to have 6 or 7 figures. Anybody can do it and can do it today.”

“I think there is a very strange dynamic in the world of finance where if you don’t work in finance, you think it’s too opaque. It’s very simple. Your money is going to support some sort of economic activity. You can decide whether you want to support that economic activity or not and, if you don’t, there are options to change it.”

– Beth Bafford, Vice President, Syndications and Strategy at Calvert Impact Capital

In this episode, we dive into the details of one of the most common questions we get: how do you start impact investing? What does it actually look like in practice for someone who doesn’t have a family office or run a foundation? Joining us to walk us through her process of moving her personal portfolio to impact is Beth Bafford, the VP of Syndications and Strategy at Calvert Impact Capital. We talk about the first steps she took to shift her portfolio, the differing processes across asset types, areas where she still wishes there were better impact offerings, and her most impactful investments to date. 

Listen to more episodes of Money + Meaning here.

Featured Voices

Beth Bafford
VP of Syndications and Strategy
Calvert Impact Capital
Alex Kravitz

Additional Resources

About Money + Meaning

Money + Meaning is the official podcast of SOCAP. The series aims to expand the conversation around impact investing and strategies to finance and support social change while stimulating innovative and valuable new partnerships across sectors.

Impact Investing
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