Impact Investing Part 1: What Is Impact Investing and Why Should Investors Care?

For the premiere episode of our new multi-part video series about our approach to impact investing, also known as ESG investing, Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner is joined by J-Ventures Founding Member Eran Sandhaus, an experienced impact investor who is known to envision the future and then create it. During their conversation, Wagner and Sandhaus explain why investors should be thinking about incorporating impact investing into their portfolios.

Wagner and Sandhaus specifically discuss:

• The similarities and differences between impact investing or ESG investing and philanthropy
• The opportunities within impact investing and their potential levels of risk and return
• Specific sectors that have the most opportunities for impact investors
• How investors can measure the impact of their investments
• How to determine whether an investment is truly an impact investment

During the video, Wagner and Sandhaus emphasize that through impact investing, investors can not only have the potential to achieve attractive returns but can also manage risk, capture opportunities and drive paradigm shifts.

If you have any questions regarding impact investing, please do not hesitate to contact us with any questions. We are available via email or phone at (305) 602-9080.

This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this content. Before acting on information, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion. Discussions of strategies or investments are not investment recommendations. You should be aware of the real risk of loss in following any strategy or investment. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned may not be suitable for you.

Omnia Family Wealth, LLC (“Omnia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Omnia and its representatives are properly licensed or exempt from licensure.

When an investment process considers environmental, social and governance factors, the advisor may choose to avoid investments that might otherwise be considered, or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.