Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

Thank you for supporting and sharing our newsletter!

Did you know that the history of women's financial empowerment is stitched directly into our wardrobes? For centuries, women's clothing lacked pockets, a reflection of their economic dependence. It wasn't until the late 19th century that this began to change, symbolizing a shift towards autonomy.

On the financial front, women's progress continued to accelerate. In the U.S., it was only in 1960 that women could open bank accounts in their own names without a male co-signer. Fast forward to today, and we're not just holding our own money; we're directing it towards impactful investments.

Our engagement with these opportunities is clear in the data: this newsletter's open rate is much higher industry average! It shows how committed we all are to leveraging our financial power for good.

As a reminder, RISE maintains a comprehensive database of private vetted, exclusive, impactful investments that includes everything from startups to established funds and real estate, spanning all areas of impact. These opportunities vary; some have specific participation qualifications, while others are more accessible. We do this because we all have different levels of savings, communities, and can participate in impact at different levels. Either way, as always, let's share this valuable knowledge of values aligned investing with our loved ones, including our children (it's never too early to start!), friends, and broader community. With that said, let's explore this week’s impactful opportunity.

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

Over a decade ago, I wrote an article for the Journal of Private Equity titled "Changing the Game of Venture Capital," where I explored a framework for analyzing venture opportunities. In our impact circle, we frequently share such opportunities, and it would be wonderful if we could extend these discussions to our children. Here’s how we can engage as a family to deepen our investment journey together and educate the next generation.

When examining startup businesses, we might discuss several key points:

Financial Health First

When considering impact investments, we would start with the financial basics. Discuss as a family the revenue growth, profit margins, and cash flows of potential investments. Understanding these helps us assess if an investment is sustainable and right for our future.

The Power of Leadership

Evaluating the leadership behind ventures is important. In our talks, we should focus on finding teams that not only have strong track records but also share our family’s values. This teaches younger family members about the importance of ethical and effective leadership.

Making a Real Impact

Our investments should reflect our values and make a positive impact. During family discussions, let's define what social or environmental changes we hope to support. This ensures that our investments leave a legacy we're proud of.

Understanding Risks and Rewards

It’s important to understand the market and identify potential risks. Discussing these points helps everyone become more financially savvy and prepared for any investment challenges.

Planning Our Legacy

Conversations about exit strategies and the structure of our investments are essential for long-term planning. These discussions help set expectations and cultivate a culture of patience and strategic thinking.

By making these topics accessible and engaging in family discussions, we not only share knowledge but also strengthen our collective commitment to impactful investing. Together, we’re learning to navigate and influence the evolving world of venture capital, ensuring our investments matter in more ways than one.

Ready to make a real impact with community? Come to our next Impact Circle meeting. Email us [email protected]

._{*Please, it is never too early to share these differentiations with others so we are all educated together allowing us all to have an investor mindset. If you need lists or access to any of the above reply back and we will support with our database.}

New Weekly Impact Insight - May 11 2024

🌟 Investing in the Transition to a Low Carbon Economy 🌟

📍 Why This Opportunity?

▪ A Climate-Focused investment management firm

▪ Actively investing in public companies scaling economically viable climate solutions globally.

▪ Thought Partner for investors on identifying thematic tailwinds.

🚀 Mission: Global Climate Opportunities Strategy seeks to outperform the broad market by 200-300 basis points over a full market cycle, providing clients with exposure to growth-oriented companies facilitating the transition to a low carbon economy. 85% of our revenues are tied to climate solutions.

♻️ Impact Goals: Their strategy includes:

• 28% Energy Efficiency

• 25% Renewables

• 15% Electrification

• 12% Other Net Zero Solutions

• 6% Water Solutions

• 4% Infrastructure Solutions

  Female Leadership: 👩‍💼 : Led by a Female CEO and Founder.

Basic Questions Investors Might Consider asking:

• What is the expected return of the portfolio for 2023?

• Are there measures in place to protect investments from significant losses?

• What are the leading global climate investment opportunities expected between 2025 and 2030?

• How liquid are the investments, and what are the procedures for liquidation? Additionally, what growth opportunities are anticipated for the companies within the portfolio?

 Tags in the RISE database: 🏷️ Tags:🏷️ Tags: #ClimateAction #Decarbonization #Environment #RenewableEnergy#WomenLeadership #InnovationforImpact #SustainableEnergy #CleanEnergy#ResourceEfficiency

👉 Login To View Company Name & Listing & Returns👈

_{It's not my rule—it's just how the finance industry works I cannot share private investment opportunities to the masses that are on this email list. Some private investment opportunities are reserved, please log in. I'm a firm believer that knowledge and community power financial growth for everyone. Irregardless of where we are in our investment journey, we all need this knowledge and discuss with our families.}

Look around at the real estate and businesses out there—there are ones that prioritize making the world better for you and your generation, and some that don't. We want to support those that prioritize these principles. We look for solid plans with great people leading.

P.S. Whenever you’re ready here are a few ways for us to work together:

1. RISE The Movement Impact Circle:

   Join the RISE The Movement Impact Circle, an exclusive network where we collaborate, learn, and dive into vetted, exclusive, private, impact investment opportunities. We share two opportunities from businesses, funds, and real estate - all impact. Next meeting is May 14th. Janine Firpo author of Activate Your Money will share her investment experience. Amanda will share her sustainable agriculture impact investing experience and trends. Finally, an investment opportunity from a women owned company with a proprietary process utilizing 80% food waste into luxury leather goods. 100% sourced and made in Italy. Ready to be a part of this circle of change-makers? Join Us. 

2. Impact Investing Education Program:

   Not ready to invest? Begin the world of impact investing with our 12-week Impact Investing program, designed for women who want to make a difference.

3. Partner with RISE the movement:

   Do you share a commitment to making a positive impact? Our RISE community is a vibrant mix of entrepreneurs, investors, and finance professionals. While our individual values may differ, our shared belief in investing for a better tomorrow unites us. We invite you to collaborate with us and showcase how your organization can empower us to excel in impact investing. 

   Together, we're not just investors; we're changemakers.

   Until next week, keep making an impact!

   Warmly,

   ^Tanaha

@risethemovement

www.risethemovement.com

At R.I.S.E (Rewarding Investments Smart Education) we are committed to educating and providing community for women investors at every stage of their impact investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact.

_{Disclaimer:R.I.S.E. the Movement is an educational platform designed to provide informative resources and foster discussions related to personal finance and investing. We are not registered financial advisors, and the content presented on our platform should not be construed as investment advice. Any information shared or discussed on this platform is for educational purposes only and should not be considered as a substitute for professional financial advice. It is important to conduct thorough research and consult with a qualified financial advisor or professional before making any investment decisions. R.I.S.E. the Movement does not guarantee the accuracy, completeness, or reliability of the information provided, and shall not be held responsible for any actions taken based on the content presented. By engaging with R.I.S.E. the Movement, you acknowledge and agree to release the platform, its creators, and contributors from any liability arising from your use of the information provided.}