Investing for a Better Future: ESG Investments and Social Impact

In today’s fast-paced world, the importance of investing for a better future cannot be overstated. As we continue to face complex social and environmental challenges, it is crucial to ensure that our investments align with our values and support positive social and environmental impact. Environmental, Social, and Governance (ESG) investing and social impact are two approaches that have gained considerable traction in recent years, as investors look to make a positive impact with their investments.

ESG investing or environmentally responsible investing involves evaluating companies based on environmental, social, and governance criteria, alongside traditional financial factors. By doing so, investors can identify companies that operate responsibly and sustainably and are more likely to deliver long-term value to their shareholders. ESG investing has become increasingly popular in recent years, as investors recognize the potential for generating strong financial returns while supporting positive social and environmental impact.

ESG investing is not just about being environmentally responsible; it encompasses a broader range of considerations, including social and governance factors. Social considerations include labor practices, human rights, and product safety, while governance factors include executive compensation, board structure, and transparency. Evaluating companies based on these ESG Factors can help investors identify companies that prioritize responsible practices, sustainability, and long-term value creation.

Furthermore, investing in ESG companies can lead to better financial performance. According to a study by MSCI, companies with strong ESG performance had higher profitability and lower volatility compared to their counterparts with weaker ESG performance. This study shows that ESG investing is not just about supporting positive social and environmental impact, but it can also lead to better financial outcomes.
In addition to ESG investing, social impact investing has also gained traction in recent years. Social impact investments are designed to create a positive social or environmental impact, in addition to generating financial returns. They can include investments in renewable energy, affordable housing, and sustainable infrastructure, along with asset management and wealth management. Social impact investing has become popular among investors who want to support positive social and environmental impact while generating financial returns.

One of the benefits of social impact investing is that it can help address social and environmental challenges while providing financial returns. For example, investing in affordable housing can help address the housing affordability crisis while generating rental income for investors. Investing in renewable energy can help reduce carbon emissions while providing returns through energy production. These types of investments can provide both financial returns and social and environmental impact, making them a valuable addition to any investment portfolio.

Investors can also pursue ESG and social impact investing through asset and wealth management services. These services are designed to help investors align their investments with their values and investment goals, while also generating strong financial returns. Asset and wealth management firms can provide personalized investment strategies that consider both financial and non-financial factors, such as ESG criteria and social impact initiatives.

In conclusion, investing for a better future requires an approach that considers the impact of investments on society and the environment. ESG investing and social impact initiatives are two approaches that can help investors align their investments with their values and support positive social and environmental impact. By pursuing ESG and social impact investments, investors can generate strong financial returns while contributing positively to society and the environment. As an asset and wealth management firm, Patel Capital recognizes the importance of these factors and is committed to supporting positive social and environmental impact while generating strong financial returns for our clients. If you are interested in learning more about ESG investing and social impact initiatives, consider contacting a wealth management firm that specializes in these areas.

Latest Blogs

Tags

Tags
asset management and wealth management best long-term investments build generational wealth building generational wealth through real estate create wealth through real estate Dipika Patel environmentally responsible investing ESG factor ESG investment first generation investors hospitality investment firms hospitality investment management Hotel Investment hotel investment management firm hotel real estate investment hotel real estate investment companies long term investment Patel capital Patel hotel fund Patel hotel groups real estate investing real estate investment companies wealth management wealth management real estate

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact Us

Saumil Bhansali

VP of Acquisition

Saumil is a FINRA license holder and a qualified CFA. He is an experienced M&A and private placement investment banker with a proven record as a trusted advisor to public and private companies. Before joining the Patel Hotel Fund, he raised over 400 Million in Capital through various private placements for the business entities towards their growth.

Saumil has led an investment banking team in New York for 4 years and represented debt and equity capital raising on Wall Street, deal structuring and managed operations of investment banking.

He has the Series 24, 63, 79, and 82 FINRA licenses. He is a CFA, has an MBA in finance from Boston University, and a bachelor’s in computer engineering from Mumbai University. In the Bloomberg Aptitude Test, Saumil was ranked #3 worldwide and #2 across North America.

Saumil Leads the deal screening as well as the market analysis desk. He is actively involved in the Investor relationship, reporting, and operations management of the fund.

Tulsee Nathu

VP of Acquisition

Tulsee is a third-generation hotelier, ranked 30 Under 30 in hospitality by AAHOA. She brings in 3 generations of family relationships and contacts across the United States with her unique way of analyzing deals beyond the financials in the operational as well as the market future forecasting.

The family business took her to the Bay Area. What started with 1 project turned into underwriting 12 development opportunities and holding 3. She later went to join Marcus and Millichap where she enhanced her knowledge underwriting complex hospitality investments ranging from $2 to $35 million. In her current role, she is responsible for investment sales, debt and equity placement, strategic advisory, and asset management.

Tulsee was an AAHOA North Pacific Ambassador, one of America’s largest non-profit bodies that integrate the hoteliers across all states for 2 years, and North Texas Ambassador for one year where she bridges hotelier feedback with brand representatives and elected officials lobbying biannually in DC.

She is also passionate about her involvement with female empowerment and communities; annual scholarship judge with Girls Inc Oakland, packing snacks for food insecurity in Texas with Snack Pak 4 Kids, cleaning up with the elected councilman of her old childhood neighborhood near Fruitvale BART in Oakland, and taking time to support elected female representatives.

Tulsee earned her business administration degree in Marketing with a minor in Sales from the University of Houston.

Purnima Doshi

Chief Legal Officer

Purnima brings 30 years of hospitality legal transaction experience and her network of hotel owners to the fund. Beyond the hotel transaction experience, she holds over 30 years of experience in commercial and residential real estate law and immigration law. She specializes in hotel and motel acquisition, sale, construction, franchise, and financing.

Purnima worked as a municipal attorney for the City of Binghamton for six years. She also has experience working in the real estate department at Hinman, Howard, and Kartell. Purnima is known for her unparalleled work ethic and dedication to her clients in advocating for their best interests. She has enjoyed and cultivated a 25+ year relationship with most of her clients and has seen a repeat client rate of 100%.

Purnima has owned and operated her practice since 1993 and has been a shining exemplar as a female and minority lead counsel well ahead of her times. A Singapore native, she holds a Bachelor of Laws degree from the National University of Singapore, where she graduated in the top ten of her class. She is admitted to the bar in NY and as a corporate counsel in PA. Purnima is an in-house counsel, leading legal and compliance to asset transactions.

Dipika Patel

CEO

Dipika has over 22+ years of experience in the hospitality industry and is a seasoned veteran in hotel operations and real estate. Dipika served as the President and CEO of Hayden Holdings, a hospitality investment and management company with real estate assets valued at more than $250 million.

Dipika is a corporate professional turned entrepreneur known as Dee in the Hospitality circle. Before carrying the family mantle into the hospitality industry, she spent 14 years on Wall Street with leading banks and private equity firms; Citigroup, Merrill Lynch/Bank of America. She carries 20+ years of experience in developing, managing, and transacting hotels in Select Service and Full-Service segments across various geographies in the U.S. She has also managed investment exposure in multi-family properties and real estate beyond hospitality across various states. In the last 10 years, in her capacity, she has developed 25+ hotels and transacted 50+ hotels. She has also created and owned the boutique hotel brand “Hayden” in NYC.

Dipika holds a Bachelor of Science Degree in Business Finance from the Business School of Manchester, the UK, and an MBA in Business Management from NYU, New York. She is also a Six Sigma black belt certified in process management from GE Jack Welch Academy.

Dipika Patel is a Managing Member providing overall strategic guidance for the fund and she oversees the origination, structuring, and asset management of the company’s investments.