New strategies were discussed for impact investing across all asset classes. Panelists discussed moving beyond the traditional economic growth model that ignores resource costs and constraints. They also addressed how traditional portfolio construction reflects the legacy economy and causes systemic risks, while the next economy requires an eco-efficient frontier that considers environmental and social impacts. The discussion focused on transitioning to more sustainable investing approaches for a future global economy.

1. New Strategies for Impact Investing across All Asset
Classes
Paul Herman, HIP (Human Impact + Profit) Investor Inc. @hipinvestor
Bridget Croke, Closed Loop Fund @bridgetcroke
Garvin Jabusch, Green Alpha Advisors @Garvin1313
Robert Fernandez, Breckinridge Capital Advisors

2. The Next Economy: Towards
a Sustainable Global Future
Garvin Jabusch @Garvin1313
Investing
for the
Next Economy

3. Restricted & Confidential3
Classic economic growth
model: This simple
equation said output was a
function of two inputs:
capital and labor.
In this equation, resources
and resource costs did not
appear, as they were not
considered material.
Galbraith, James K. (2014-09-09). The End of Normal: The Great Crisis and the Future of Growth (p. 28).
Simon & Schuster.
Y = f( K, L)

4. Restricted & Confidential4
Traditional Portfolio
Construction.
Reflects Legacy
Economy and
Causes of
Systemic Risks.
Source: http://Morningstar.com

5. Restricted & Confidential5
Next Economy
Portfolio
Construction.
The Eco-Efficient
Frontier.

6. Restricted & Confidential6

7. The Next Economy: Towards
a Sustainable Global Future
Garvin Jabusch @Garvin1313
Investing
for the
Next Economy