INSTITUTIONAL INVESTING
alignment
Ending hunger. Protecting nature. Promoting equality. Spreading knowledge. These causes are the heart of the organizations we serve. In an uncertain world, philanthropy and altruism stand in the gap, tirelessly representing society’s better angels.
We’re proud to serve foundations, endowments, and charities. That’s why our portfolios are built to the highest environmental, social, and governance (ESG) standards. Whether it's protecting the climate through fossil-free investments or promoting diversity with social impact funds, we support your mission with every dollar you invest.
Foundations want their investments to align with their mission and values
INVESTMENTS THAT REFLECT YOUR CORE VALUES
ESG: Know what you own.
Sometimes organization’s lack the expertise to integrate their investment policies with their money. Our services guide you with specialized ESG tools that filter out controversial industries while actively seeking investments that promote your organization’s core values.
GRAPHIC: 10 Screening criteria and shareholder advocacy
Pornography
Weapons
Tobacco
IMPACT
Promote change holistically
6 in10 foundations want their investments to create social impact.
Shareholder Advocacy:
JOINING FORCES FOR GOOD ACROSS THE BOARD
Donors promote giving
Investors want to know how their money is invested. Honor charitable giving with a portfolio that complements a donor’s values and intentions. By doing so, you’ll provide greater transparency and double the impact of every donation.
GRAPHIC: Over a three year period, ESG related proposals were fully implemented in 94% of cases where they achieved majority support. 75% of the time when support was at least 30%. 2021 Stewardship Expectations, Blackrock, 2020 https://www.blackrock.com/corporate/literature/publication/our-2021-stewardship-expectations.pdf