What Investments Should be Made of

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.

DEFINE clients' impact objectives & goals

ERR (External Rate of Return) Selection and Geographic Preference Understand Social Return Expectations Cultivate objectives into actionable…

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 a social score on investment performance defined by our “ERR” Flat…

DEFINE clients' impact objectives & goals

  1. ERR (External Rate of Return) Selection and Geographic Preference
  2. Understand Social Return Expectations
  3. Cultivate objectives into actionable investment mandate

BUILD a social mission that aligns to values

  1. Determine level of understanding on impact and link to our social indicators or UN Sustainability Goals
  2. Create a mission and vision statement with the client on their values and who they are as a person

DESIGN portfolio mission

  1. Discuss financial objectives and portfolio distribution
  2. Link financial objectives and social mapping targets to specific investment opportunities

TRACK social and financial performance

  1. All portfolio reports show a social score on investment performance defined by our “ERR”
  2. Flat World Partners believes in complete transparency in portfolio structure and reporting

INVESTMENTS THAT ADD VALUE TO YOUR VALUES