Aegon and Bermuda Foundation: A Powerhouse Partnership for Impact Investing!

Ladies and gentlemen, buckle up! We've got a game-changer on our hands. Aegon Asset Management, the global investment powerhouse, has just launched a community investment program in partnership with the Bermuda Foundation. This isn't just any investment program; it's a revolution in impact investing. Let's dive in and see why this partnership is set to shake up the market!



First things first, let's talk about the elephant in the room: impact investing. Aegon defines it as investments that generate a positive change on specific social or environmental parameters while meeting existing risk and return requirements. This isn't about ESG integration or sustainable investing; this is about making a real difference. And that's exactly what Aegon is doing with this partnership.

Now, let's break down the key financial and non-financial performance metrics that Aegon will use to measure the success and impact of this community investment program. Financial metrics will include traditional measures such as risk-adjusted returns, yield, and overall portfolio performance. Non-financial metrics will focus on the social and environmental impact of the investments, such as the number of affordable housing units created, the amount of renewable energy generated, or the number of students receiving loans.

But here's the kicker: Aegon's focus on the financial profile of impact investments, ensuring that there is no compromise on risk or return, aligns with its fiduciary responsibilities. This approach has attracted flows from its predominantly institutional client base, demonstrating that impact investments can meet financial objectives. As stated, "Our top responsibility is to ensure that our clients’ assets are managed in such a way that we cover their liabilities. As such, investments should first be evaluated from a risk and return perspective."

And let's not forget about the evidence-based impact claims. Aegon's conservatism in claiming impact means that it can back its claims with evidence in the form of impact measurement and/or thorough analyses and processes. This ensures that the positive social and environmental outcomes are measurable and monitored throughout the life of the investment, aligning with Aegon's definition of impact investing.

So, what does this mean for you? It means that you can invest in a program that not only meets your financial goals but also makes a real difference in the world. It means that you can be part of a movement that is changing the way we think about investing. It means that you can be a part of something bigger than yourself.

So, do not miss out on this opportunity! This partnership is a no-brainer for anyone looking to make a difference while also making a profit. Aegon and the Bermuda Foundation are leading the way in impact investing, and you can be a part of it. So, what are you waiting for? Get in on the action and invest in a future that is both profitable and impactful!