The Four Attributes of the Guggenheim Sustainablity Quotient: Social Impact

Sustainable projects must protect and provide for the indigenous local population in the pursuit of economic advancement.

As institutional investors face increased pressure from stakeholders for portfolio investments to provide fair returns while also creating positive social impact, it is no longer enough for a project simply to do no harm; it must provide transformative social benefits in partnership with the local population. For example, studies must be conducted that demonstrate how communities could benefit economically if women and minorities are afforded new opportunities, or how indigenous peoples are protected.

There are countless examples of how economic development failed to take into account the long-term social impact of its planning or progress. The U.S. steel industry, for example, supported many American families in the immediate post-war period, but without sufficient consideration for the long-term sustainability of its business practices, when the steel industry collapsed it plunged entire communities into economic depression that persists today.

A sustainable approach to project development takes into account not just the project itself, but the economic impact on the community in which it is based. Sustainable development that provides new employment opportunities to a community fosters the growth of the local economy and can create new development opportunities. Factoring in social impact can help perpetuate economically productive activities that can continue to benefit long-term investors even after the initial project has completed its effective lifespan, at the same time insulating potentially vulnerable communities from the devastation of poor planning.


Sustainablity Quotient

Financial Return

Sustainablity Quotient

Good Governance

Investing involves risk, including the possible loss of principal. Infrastructure investments may be subject to a variety of risks, not all of which can be foreseen or quantified, including operating, economic, environmental, commercial, currency, regulatory, political and financial risks. Investing in a specific sector such as infrastructure is more volatile than investing in a broadly diversified portfolio, as there is a greater risk due to the concentration of holdings in issuers of similar offerings. Sustainability requirements, including environmental, social, and governance (ESG) obligations may limit available investments, which could hinder performance when compared to strategies with no such requirements.

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.