This course will address how to create a well-diversified impact investment portfolio that is tailored to the risk tolerance and goals of an individual or institutional investor. We will start by reviewing the historical characteristics of different types of investments, and what modern portfolio theory tells us about the benefits of combining distinct asset classes. Next we will explore risk tolerance, with students having the opportunity to complete an online self-assessment, and interview others about their goals, social impact preferences, and risk tolerance. This will lead into a discussion of setting asset allocation targets, investing for impact in public and private markets, and resources available to impact investors.

Using some of these resources, students will work in groups to research investments, build custom portfolios, and share their process and conclusions with the class. The instructor will share his experience working in this field and building a values-based business, and will also present information on industry trends/outlook. We will conclude with open-ended Q&A about impact investing.

9:00am-5:30pm on Wednesday at MGWN MG100 (Jan 11, 2017 to Jan 11, 2017)
9:00am-5:30pm on Wednesday at MGWN MG100 (Jan 18, 2017 to Jan 18, 2017)
McGowan MG100