Compardo, Wienstroer & Janes at Moneta –
At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what “impact” means can look different for everyone.
Some clients come to us with a clear vision of the issues they care about most—perhaps environmental conservation, education, or gender equity. Others look to us for guidance in shaping their own impact priorities. Wherever you are on that journey, we believe having a thoughtful framework in place is essential.
Starting with the UN Sustainable Development Goals
Our framework begins with the United Nations Sustainable Development Goals (SDGs)—17 global objectives that outline areas where progress is needed for a more sustainable, equitable world. These goals are intentionally broad and often interconnected, providing a useful foundation for aligning values with investment decisions.
We invite clients to explore these goals and identify a few—typically three—that resonate most deeply with them. For example:
- Those passionate about environmental stewardship may focus on Life Below Water or Clean Water and Sanitation.
- Clients committed to addressing climate change may prioritize Climate Action, supporting investments in renewable energy or the energy transition.
- Others may feel drawn to Reducing Inequalities, focusing on poverty alleviation or gender equity initiatives.
Turning Values into Measurable Action
Once priorities are clear, our team identifies investment opportunities that align with those goals. Every impact investment we make undergoes the same rigorous oversight, due diligence, and performance review as any other investment within Moneta. The difference is that we also measure the impact—ensuring it’s visible, quantifiable, and sustainable over time.
A Hub for Continuous Learning
Beyond the portfolio itself, we offer clients access to our Impact Hub—a growing collection of insights, research, and educational resources about values-based investing. It’s a place to deepen understanding, explore emerging themes, and stay informed about the evolving world of impact investing.
We see this as a shared journey: we’re learning alongside our clients, continuously gathering new materials and perspectives to keep our approach both current and meaningful.
Impact That’s Relevant to You
By combining a clear, values-driven framework with a wealth of curated resources, we help clients build an impact strategy that’s:
- Relevant to today’s global challenges
- Aligned with your personal goals and values
- Designed to deliver measurable outcomes over time
At Moneta, we believe that when your investments reflect what matters most to you, your wealth becomes a powerful tool for lasting change.
To learn more about how to get started please email thecompardoteam@monetagroup.com.
© 2026 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
