Regenerative finance and economics are evidence-based adjustments to investing designed to meet the challenges of post-Modern Portfolio Theory, combining systems-change and ESG impact investment techniques of the 21st Century.
The power of
All social activity, including investing, is within a context – environmental, social, and communal. When we fail to recognize these interdependent contexts, we lose sight of opportunities, risks, and the values for which we stand.
Areas that are currently overlooked by our traditional analyses such as the underserved, disenfranchised, and redlined communities offer an opportunity to invest profitably and with purpose. We connect with stakeholders and nurture initiatives.
An investment strategy that puts people and purpose before profit does not have to forfeit competitive returns.
The nature of
Society cannot continue to place profit before any and all of our other concerns for well-being. Especially when it is not profitable in the long run to do so. We justify short-term gratification at the expense of rapidly approaching environmental and social disasters.
With a change in strategy, tools, and perspective, asset owners can now direct their investments towards purpose-driven, community-sourced, environmental and social justice-impacting co-investments, while achieving their financial investment goals.
Putting people first is basic economic sense. It ensures a never-ending source of future customers; the smarter, the wealthier, and the more empowered the better.
The Strength of
The reputation of corporations and their products depend increasingly on verifiable actions. Greenwashing is a poor strategy as the risk of public unveiling increases.
Investing according to the principles of a new paradigm of purpose, people, and profit is a means to address major injustices and actively contribute to tackling climate change in a single investment strategy.
Professional investors willing to wait for 10 years – composed of two 3-year stages and a 4-year stage for exceptional returns, are rewarded with both financial and non-financial returns and with continuous updates on environmental and social impact.
The edge of
Research demonstrates the importance of BIPOC-communities in a not-so-distant future are set to become the predominant demographic group. Consider that the current income and wealth discrepancies are a drain on the future capacity to do business with the largest growing demographic in the USA.
Asset owners are called upon to lead the transition towards a new inclusive economy and there is an opportunity to assist and benefit from this unique and exciting historical crossroads.
The elimination of disparities and the restitution of our social and physical environments are a source of above-market returns, an abundance of ideas, and projects that are primarily local and can sometimes be reproduced in other communities with adaptations.
Find out more about systemic change and regenerative investment opportunities at Ataraxia.
Ataraxia is a New York registered investment advisor specialized in systemic change, environmentally regenerative, and socially just investment management solutions for institutional investors. Registration does not imply competence.
The company is a minority-owned investment manager and was founded in April 2017 to provide institutional investors with an alternative, innovative investment management strategy for the transition to social and environmental justice. We practice what we preach.
Ataraxia does not promote past performance as results will be specific to each client and dependent on the criteria that are taken into consideration when defining an investment strategy together with other factors, some of which are not exclusively dependent on past numerical performance. Clients and their strategies are kept confidential and historical success should be of little comfort in this unprecedented era of change.
Investments engage risks and their value can decrease as well as increase. Past performance is not a predictive indicator of future results, especially in innovative investment programs. Ataraxia makes no claims as to the profitable performance of any services, either directly, or indirectly via Links to third parties available through this Website. Ataraxia is not responsible for the content of any third-party Websites referenced. Please contact us by scheduling a free introductory session for more in-depth discussions about how we can help you to manage your assets according to regenerative principles.
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