Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

We have some exciting updates and opportunities to share with you. Here's a recap of what's been happening:

Top Impact Investing Trends for 2024

This article highlights the evolving trends in impact investing, including the increasing demand for transparency, the adoption of standardized impact metrics, and the use of AI to enhance investment strategies. The focus on intentionality, return expectations, and a range of asset classes are crucial aspects of impact investing. Read more from Atlanta Consulting Group.

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

Impact-Driven Family Offices: A Guide for Newcomers

If you're considering setting up a family office to manage and grow your family's savings/wealth, you're in the right place. A family office isn't just about maintaining financial health; it's a powerful tool for making a positive impact on the world. Let's break it down in a way that's easy to understand and inspiring for anyone thinking about leveraging their savings/wealth for meaningful change, especially women looking to align investments with their values.

What is a Family Office?

A family office is a private company set up to manage the investments, estate planning(we should all have this), and financial needs of a family. It’s like having a personal financial team dedicated to protecting and growing your family’s assets. But more than that, a family office can help you direct your wealth toward causes and initiatives that matter most to you.

The Power of Impact-Driven Investing

Impact-driven investing is about more than just making money. It’s about using your investments to support businesses and projects that have a positive effect on society and the environment. Think of it as putting your money where your heart is. For women in particular, this approach can be a way to champion gender equality, sustainability, and community development.

How Does It Work?

Here’s how setting up an impact-driven family office typically works:

1. Define Your Values and Goals: Start by identifying what causes and values are most important to your family. Do you care about environmental sustainability, education, healthcare, or gender equality? These priorities will guide your investment choices.

2. Build a Diversified Portfolio: Just like with any investment strategy, diversification is key. Spread your investments across various sectors and types of assets to manage risk and maximize impact. This could include stocks, bonds, real estate, and direct investments in startups or social enterprises.

3. Do Your Homework: Research is crucial. Look into the companies and projects you’re considering for investment. Make sure they align with your values and have a track record of positive impact. This might involve consulting with experts or working with impact investment funds.

Educate the Entire Family

One of the greatest advantages of a family office is the opportunity to involve and educate the entire family in the investment process. This can help ensure that the values and goals you establish are understood and shared across generations. Here are some ways to include your family:

1. Family Meetings: Regularly scheduled family meetings can be a platform to discuss values, goals, and the impact of investments. These meetings provide a chance for everyone to learn about the importance of aligning investments with personal values and how the family office is contributing to positive change.

2. Workshops and Seminars: Consider organizing workshops or inviting experts to speak about impact investing, financial literacy, and the various causes your family is supporting. This can be especially beneficial for younger family members who are new to investing.

3. Collaborative Decision Making: Involve family members in the decision-making process. This not only educates them but also ensures that everyone feels a part of the family’s financial journey. Collaborative decisions can foster a sense of unity and shared purpose.

4. Educational Resources: Provide access to books, online courses, and other resources about impact investing and financial management. Encouraging continuous learning will empower family members to make informed decisions.

Next week we will share a practical example… of how this works tactically…

._{*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.}

A Women CEO ETF

Investing in Equity Securities of U.S. Companies Led by Female CEOs 🌟

The Fund primarily invests in components of the Women CEO Index, which tracks the performance of exchange-traded equity securities of U.S. companies with market capitalizations of at least $400 million and led by a female Chief Executive Officer.

Mission

The mission is to educate and advise on the potential benefits of increased investments in women in leadership across all asset classes. The Fund is an actively managed ETF that seeks to achieve its investment objective by investing at least 80% of its net assets in exchange-traded equity securities of U.S. companies led by a female CEO.

Investment Strategy

The Fund expects to primarily invest in components of the Women CEO Index. This index tracks the performance of exchange-traded equity securities of U.S. companies with market capitalizations of at least $400 million, led by a female CEO.

Solutions

The Women CEO ETF invests in all American public companies with a female CEO, from small to mega-cap. The Women CEO Index – Powered by Wilshire measures the performance of female leadership in publicly traded companies. Additionally, the Women Hedge Fund Index – Powered by Wilshire measures female hedge fund performance.

Key Insights

The goal of this ETF is to increase the percentage of hedge fund AUM managed by women and raise the prominence of these managers within the institutional investor community. This allows for small investments with good annual returns above 10%, with a maximum tax bracket for capital gain tax of 20%. The main investment thesis is supported by S&P Global Research, which shows that Women CEOs historically outperform, likely due to the greater challenges they face in reaching these positions.

Tags

#InnovationforImpact #ImpactVenture #WomenLeadership #EqualOpportunity #GenderEquality #WomenEmpowerment #SocialJustice

Questions to Consider

1. Historical Performance:

   • It's a fairly new fund. Has there been any oversight on how the benchmark funds performed during historical harsh years?

2. Future Specialization:

   • The Fund is well distributed across all asset classes and segments. Will it specialize in small or large-cap stocks in the future?

3. Societal Trends and Strategy:

   • How does the current societal trend towards gender equality in leadership roles affect the ETF's strategy and performance?

4. Target Audience:

   • Who is the target audience for this ETF, and what types of investors might find it particularly attractive?

5. Company Selection:

   • How does the ETF select companies led by women?

     👉 Login To View Company Name & Listing & Returns👈

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, a 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 presented by women to women. Next monthly meeting - August 13th. 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.}