Community investing has emerged as an attractive asset class for high net-worth individuals and families who want more than fiscal gain from their investments, and for institutions in true pursuit of their mission. Portfolio managers have found that developing a community investing service has allowed them to service the wholeness of their clients’ financial objectives. It has added a personal dimension to asset management and solidified relationships with their clients. Community investing offers clients investments with visible social impact and a chance to become more involved in the development of their community or communities in other regions and nations. However, portfolio managers have experienced technical and logistical challenges associated with investing in a new asset class.

The Separate Account Manager Primer below addresses the challenges facing portfolio managers in community investing and will help them to implement an appropriate and well-defined community investing service for their clients.

Separate Account Manager Primer (pdf)