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Impact InvestingSolutions for Nonprofit Institutions, Endowments & Foundations

Investment Solutions That Help Promote Social and Environmental Change

Impact investing strategies that can help your organization align to your mission-related investments.

Our Approach

By focusing on what’s important to your organization, we begin by understanding your endowment or foundation’s short- and long-term investment goals, creating a unique blend of managers and styles, whether focused on climate change, food scarcity, gender equality or other investment preferences, that support all facets of your organization’s mission.

While impact investing focuses on sustainable responsible companies and funds, the end goal is to help your organization meet its financial needs. Our approach highlights the connections between business performance and societal benefit and helps you achieve performance with purpose.

Services

A Dedicated Team

Your portfolio strategist can utilize a wide variety of impact investing stratergies with the potential to balance the need to grow underlying capital with the entity’s distribution obligations.

Open Architecture

Our impact investing platform includes a range of high-conviction* third party managers, including exchange-traded funds, separately managed accounts, mutual funds and multi-manager solutions, with different approaches to impact.

Socially Innovative Investing Strategies

These customizable strategies can focus on the objectives and interests important to your organization, including gender equality, environmental sustainability, religion or human rights.

ESG-Only Strategies

A suite of impact-investing focused strategies across asset classes, including equities, bonds, real estate investment trusts (REITs) and private equity (for qualified investors). In addition, a growing number of mutual funds and exchange-traded funds (ETFs) have a social or environmental focus such as the empowerment of women, sustainable energy and climate change.

Related Solutions

Investment Management

Tailored investment solutions to support your organization’s long-term mission. 

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Specialty Asset Management

Diversifying your wealth with nonfinancial assets. 

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Board Governance & Leadership Development

Tools and strategies to help endowments and foundations demonstrate and execute sound business practices.

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