Impact Investing for Retail Clients

Subscribe to this podcast on:  



About This Episode

According to my guest today, impact investing can provide the means to combine community action, government support and private capital to achieve rewarding sustainable results.

The pandemic and social unrest of 2020 inspired communities, government officials, and business leaders to voice their concerns for social and environmental justice. Echoing these values, investors within the finance industry have the power to use their knowledge and resources for social advancement and community development through impact investing.

About Our Guest

Ron Homer is chief strategist, U.S. impact investing at RBC Global Asset Management (U.S.) Inc.

His background and extensive experience in community investing enables him to identify a broad range of solutions for clients. He is often sought to consult with leading government officials on a variety of community impact issues. Before joining the organization, he was co-founder and chief executive officer of an investment adviser specializing in community investments that was acquired by RBC GAM in 2008. Previously, Ron enjoyed an extensive banking career including 13 years as president and chief executive officer of a large bank in Boston. He joined the financial services industry in 1969.

Show Notes

Here are some links to learn more about Ron and RBC:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.