IMPACT JOURNEY OF A CAPITAL HOLDER
Johan
Johan, an experienced capital holder, has been considering for some time how to deploy his wealth more meaningfully for social and environmental impact. Although he has already taken some steps, he feels overwhelmed by the many possibilities. He is looking for an investment strategy that better aligns with his personal values and goals.
Through a connection, Johan hears about WAIC. He decides to reach out to schedule an introductory meeting.
Ventreone
VENTREONE, a well-established player in impact investing, has been working on its sustainability goals for quite some time. Their reporting includes extensive data, yet they’ve noticed that the message doesn’t always resonate as intended with their diverse stakeholders. They aim not only to refine the content but also to enhance how they communicate with different audiences and address any potential blind spots in their reporting.
Sara
Sara unexpectedly inherited a substantial amount of capital and now finds herself leading a family office. She feels a deep sense of responsibility to use this wealth sustainably, creating positive social and environmental impact. Though determined, she faces several challenges. She wonders which themes truly matter, doesn’t yet fully grasp the complexities of the investment world, and struggles with finding trustworthy guidance on this journey.
Additionally, she’s uncertain about how to engage her team and family and how to establish a structure that will help her monitor her progress. She’s unsure of the right approach for specific investments and is looking for support in finding her focus.
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CURIOUS TO START YOUR OWN JOURNEY? YOURS WILL START WITH A SIMPLE MESSAGE, AND WE’RE HERE TO GUIDE YOU.
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