Why Impact Investors Need You to Stay Poor

Logosofia no Dia a Dia · Mar 18, 2026 · 24m

In this episode, we dive deep into the $1.16 trillion impact investing industry to uncover a structural contradiction known as the "Perverse Incentive" trap. We explore the fundamental tension between a fund manager’s legal fiduciary duty to maximize returns and the mission-driven mandate to solve systemic social issues. When a social problem—like recidivism or poverty—is transformed into an investable asset, the financial incentive often shifts from solving the root cause to merely managing the symptoms for a steady yield. We examine the mechanics of Social Impact Bonds, the "assetization"…