Investing with impact the S&P 500 closed at 5

The S&P 500 closed at 5,209 yesterday, with tech stocks leading the rally as investors increasingly focus on "investing with impact". Analysts project a 6% earnings growth in Q3 for sustainable tech firms, driven by AI and clean energy adoption. ESG-compliant portfolios saw inflows of $1.2B in the last week, outpacing traditional funds by 15%. For some investors, the top 3 investment goals are returns, returns, and returns. For others, goals can be more nuanced. Protecting principal is a common goal. Liquidity (having your money available to you quickly and without penalty) is another. Impact investing, which can be quite personal, is another type of investment goal that is important to some investors. A clear Theory of Change is a useful tool in this regard. It has a strategic framework for setting, measuring, and refining impact objectives. Volatility indices remain subdued as the market digests positive earnings aligned with "investing with impact" strategies. Historical correlation analysis suggests ESG-aligned equities carry lower beta versus traditional cyclicals.