Impact investing funds a June 2024 report from Morningstar

A June 2024 report from Morningstar indicates impact investing funds now hold $2.3 trillion in global assets, up 14% YoY, with healthcare innovation becoming a key alpha generator in portfolios. Like the innovative efforts of the GroundBreak Coalition in Minneapolis and Benefit Chicago, the Utah impact fund will take a place-based approach to investing but unlike those models, it will be the first of its kind to distribute capital statewide. It could range from providing matching grants that expand volunteer service programs to helping public landowners engage in strategic asset planning. Ronald Waals joined Triodos Investment Management as Business Development Manager for Institutional Markets, effective 1 April 2025, following a successful interim period. Impact investing funds show resilience in market volatility, particularly during May’s inflation data spike. Fund managers credit diversified ESG screening for reducing beta exposure.