DEFINE clients' impact objectives & goals
YvesBlue Powered Selection and Geographic Preference Understand Social Return Expectations Cultivate objectives into…
OUR FOCUS
We Believe that your investment portfolio should match your social values. Our Social Mapping process allows clients to select specific missions for portfolio allocations. Whether food sustainability or poverty alleviation, your portfolio drives your financial goals as well as life goals.
WE ESTABLISH A SOCIAL MISSION TARGET FOR CLIENTS’ PORTFOLIOS THAT RESONATE WITH THEIR PERSONAL VALUES.
WE KNOW OUR CLIENTS THROUGH DIALOGUE AND A DEEP UNDERSTANDING OF THEIR SOCIAL VALUES AND PHILANTHROPIC ACTIVITIES.
BUILD a social mission that aligns to values
Determine level of understanding on impact and link to our social indicators or UN…
DESIGN portfolio mission
Discuss financial objectives and portfolio distribution Link financial objectives and social mapping targets to specific…
TRACK social and financial performance
All portfolio reports show impact & sustainability scores on investment performance constructed by our
DEFINE clients' impact objectives & goals
- YvesBlue Powered Selection and Geographic Preference
- Understand Social Return Expectations
- Cultivate objectives into actionable investment mandate
BUILD a social mission that aligns to values
- Determine level of understanding on impact and link to our social indicators or UN Sustainability Goals
- Create a mission and vision statement with the client on their values and who they are as a person
DESIGN portfolio mission
- Discuss financial objectives and portfolio distribution
- Link financial objectives and social mapping targets to specific investment opportunities
TRACK social and financial performance
- All portfolio reports show impact & sustainability scores on investment performance constructed by our YvesBlue platform
- Flat World Partners believes in complete transparency in portfolio structure and reporting