Bloomberg Businessweek How High-Net-Worth Investors are Approaching Capital Allocation
Mar 18, 2026
Kathleen Paylor, VP of Impact Investing and Philanthropy at RSF, helps investors align returns with measurable social and environmental impact. She discusses how market shocks and real assets are shaping impact allocations. She maps where impact lives across fixed income, private credit, venture and real assets. She highlights wealth transfer, rising influence of wealthy women, and money as a reflection of values.
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Impact Investors Want Low-Correlation Real Assets
- Impact investors seek assets less correlated with public markets to avoid headline-driven volatility.
- Kathleen Paylor highlights real assets like regenerative agriculture and social enterprises as long-term, stable stores of value.
Allocate Across Impact Investment Types
- Invest across the impact spectrum from capital preservation to venture, including private credit and fixed income tailored to impact goals.
- Paylor says RSF focuses on deep impact fixed income and private credit that fund regenerative solutions rather than short-term market plays.
Wealth Transfer Is Shifting Priorities To Purpose
- The wealth transfer to women and next-gen heirs is huge and reshaping priorities for capital allocation.
- Paylor cites a multi-decade transfer (well over $100 trillion) with inheritors asking what their money will do for people and planet.
