News and Analysis | Written by Richard Ravelin, General Manager, 20 December 2023
Introducing the Global Returns Portfolio
We are delighted to introduce a new tool for our clients to regenerate the planet beyond sustainable investing alone. The ‘Global Returns Portfolio’ is the first selection of diverse, effective and scalable not-for-profit organisations tackling climate change. Regular philanthropic giving to the Portfolio helps enforce environmental law, combat deforestation, defend ocean ecosystems and more.
Sustainable investing is vital. But it leaves one crucial stone unturned. No investment product exists for directly regenerating the planet.
That’s where the Global Returns Portfolio comes in. A regular contribution to the Portfolio delivers the vital climate solutions that markets alone struggle to address. As a charitable donation, your contributions can even come with tax benefits.
Not-for-profits don’t generate financial returns – they directly regenerate the planet. You might say they deliver ‘Global Returns’: the enhancement and protection of our planet which makes all our investments less risky.
We believe contributing to climate not-for-profits will soon be a normal part of every asset allocation strategy. We are proud to be ahead of the curve in offering this service to our clients.
Watch a two-minute introduction to the Global Returns Portfolio:
How does it work?
The Portfolio is run by the Global Returns Project: a UK registered charity (number 1186683) and partner of Path Financial. They direct 100% of donations to the not-for-profits comprising the Portfolio, with no deductions.
The Global Returns Project’s Due Diligence Committee is comprised of its Trustees and a Technical Advisory Board of world-class climate scientists. The Committee oversees the Portfolio’s selection process, seeking a diversity of solutions, activities, beneficiaries and geographies.
After passing a series of governance and sizing gates, organisations considered for the Portfolio are assessed according to the four tenets of the Global Returns Project’s proprietary methodology: impact, scalability, networks and co-benefits. Only the highest scoring organizations are admitted. Thus far, six not-for-profits have been selected for the Portfolio out of over 20,000 considered.
Once included in the Portfolio, an organisation can be expected to remain for several years, but the Global Returns Project continues to monitor them using its methodology. Underperforming organisations may be replaced.
Those who donate to the Global Returns Portfolio receive detailed six-monthly impact reports.
Delivering the ‘Fundamental’ SDGs
Among the 17 UN Sustainable Development Goals (SDGs), four ‘Fundamental SDGs’ underpin all the others. These are Clean Water and Sanitation (6), Climate Action (13), Life Below Water (14) and Life on Land (15). Failing to achieve these four would leave the other 13 impossible to achieve. Yet the Fundamental SDGs are some of the most challenging for sustainable investing to deliver on its own.
The Global Returns Portfolio targets three of these four Fundamental – or Environmental – SDGs: 13, 14 and 15.
Set up your donation today
Set up your regular contribution to the Global Returns Portfolio today at https://globalreturnsproject.earth/contribute/. Select ‘Path Financial’ during step 4 of 4 of your direct debit or card donation to let us know you’re contributing to the Portfolio.
Questions about this new resource for Path clients? Don’t hesitate to get in contact with us to learn more.
RISK WARNING:
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.
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