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Shifting capital from traditional investing to impact investing

Total Impact is a multi-city convening series providing practical impact education and strategies to advisors, investors, family offices, wealth managers, and HNW individuals who are interested in aligning their investments with their values and mission.

“Total Impact Philadelphia was one of the best-curated conferences I’ve been to in a long time – and I’ve been to a lot of conferences.”


About the Total Impact Virtual Series

The COVID-19 pandemic has shone a light on the societal challenges and economic inequalities facing our most vulnerable populations, laying bare the need for private sector investment in solving these challenges. With the past decade of growth in impact investing coinciding with the longest bull market in history, many investors have questions about how impact products will perform during the period ahead. The Total Impact Virtual Series will tackle this question from a variety of angles and across asset classes.

Upcoming Total Impact Virtual Series Event  |  TBATotal Impact Virtual Series  | Impact Investing as a Catalyst for Growth in 2020

How is it possible that even with a pandemic, civil unrest, and the inability to meet clients in person, certain advisors are growing their assets and expanding their reach? The answer for many advisors is impact investing. In addition to providing the opportunity for investors to align their portfolios with their values, ESG and impact products have proven their downside protection and consistently outperformed the market in 2020. In this panel, several rising leaders in the advisor community will talk about how to gather assets with the story of impact, as well as emphasize detailed methods for implementation in portfolios.WATCH RECORDINGSpeakersTotal Impact Virtual Series  |  Performance of ESG and Sustainable Funds

This conversation focused on the performance of ESG and sustainable funds during the current market volatility. How are they performing relative to market benchmarks? Why has the “S” been the hardest to adopt? Are investors pulling back from impact in favor of “safer” investments or increasing their allocations to impact?


Catherine Banat
Managing Director of Responsible Investing
RBC Global Asset Management

Jon Hale
Head of Sustainability Research

Matt Patsky
 Trillium Asset Management

Leslie Norton
Senior Editor
Barron’s Magazine

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