Impact

Interview with Cathy Clark

By

The Swell Team

March 26, 2018

37 min listen

Photo credit:

“There’s going to be a different level of satisfaction with investment as impact investment progresses” - Cathy Clark

Cathy Clark literally wrote the book on impact investing and we’re so, so excited to have her as our inaugural podcast guest!

Cathy is the Faculty Director at the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of Business and Director of the CASE i3 Initiative on Impact Investing. She talks about the real history of impact investing, the ideology of joining purpose and profit (and how it’s hard to go back to just plain old profit), and how impact investing is becoming available to more investors.

Sounds good, right?

Now we just need a name. That’s where you come in. Which of these is your fave?

1. Voices of Impact

2. Moment of Impact

3. Agents of Change

4. Money Meets Morals

5. Impact Voices

Vote on your favorite, or submit your own here

‍

Podcast Resources:

Twitter: @cathyhc

On Impact Newsletter

CASE Smart Impact

casei3.org

Ready to make an impact?

STart investing

CONTACT US

SWELL IS BACKED BY PACIFIC LIFE AND BORN IN CALIFORNIA

This website is operated by Swell Investing LLC, an SEC Registered Investment Adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered. Friede, Gunnar, Timo Busch & Alexander Bassen. "ESG and financial performance: aggregated evidence from more than 2000 empirical studies." Journal of Sustainable Finance & Investment, vol. 5, no. 4, 15 Oct. 2015, pp 210-233. https://doi.org/10.1080/20430795.2015.1118917. "S&P 500" is an abbreviation for the Standard & Poor's 500 Total Return Index, a market-value weighted index of 500 stocks chosen to reflect the risk/return characteristics of the large cap universe and one of the common benchmarks for the US stock market. The MSCI KLD 400 Social Index comprises companies with high Environmental, Social and Governance (ESG) ratings and excludes companies involved in Alcohol, Gambling, Tobacco, Military Weapons, Civilian Firearms, Nuclear Power, Adult Entertainment, and Genetically Modified Organisms (GMO). The Index aims to serve as a benchmark for investors whose objectives include owning companies with very high ESG ratings and avoiding companies that are incompatible with specific values-based criteria. Comparison to the S&P 500 Index and MSCI KLD 400 is shown for illustrative purposes only. Swell's portfolios differ from these benchmarks in that, among other factors, Swell's portfolios are managed, primarily comprised of small and mid cap stocks, are not diversified, bear fees, and may vary materially in volatility. Past performance is not indicative of future results.