We help family offices, foundations, institutional, and social investors develop and execute investment strategies that meet their social, environmental and financial objectives.
We design and structure unique investment solutions that leverage their capital for impact. We rely on our extensive network of relationships, deep knowledge of the impact investment industry and successful investment track record to provide our clients with unbiased advice and smooth execution.
Portfolio Design and Implementation
We help clients build and execute diversified portfolios of high-impact investments that meet their social, environmental, and financial objectives.
Our approach includes:
- Guiding the client through the impact investment industry and selecting areas of interest
- Identifying the top-tier managers in the areas selected
- Recommending an appropriate portfolio mix, given the client’s objectives and risk tolerance
- Helping the client obtain Board of Director approval to pursue a mission-driven investment strategy
- Conducting the due diligence and negotiating and executing the strategy cost-effectively
- Monitoring the performance of the portfolio and recommending and executing any needed readjustments or reallocations
- Preparing monthly portfolio performance reports for the Board and/or other entities as required
Investment Selection and Execution
We help clients, with limited impact-driven funds, identify individual high-impact investments that meet their social, environmental and financial objectives. Our approach involves:
- Guiding the client through the impact investment industry and selecting areas of interest
- Presenting an average of 5 to 7 investment options in the areas selected and helping the client select the best ones, given their objectives and risk tolerance
- Helping the client obtain Board of Director approval
- Structuring, conducting the due diligence, negotiating and executing the investment(s) cost-effectively
- Monitoring the performance of the investment(s) and executing any needed readjustment
- Preparing monthly performance reports
Secondary Market and Trading Desk
The Secondary Market and Trading Desk provides liquidity to the market, allowing investors to revise their strategy and reallocate their investments.
We help clients exit investments at the optimum price. We also help clients purchase existing and performing investments that meet their social, environmental, and financial objectives. We provide full implementation and transaction support.