INSTITUTIONAL INVESTING
Protecting nature. Ending hunger. Promoting equality. These causes are at the heart of the organizations we serve. More than ever, philanthropy stands in the gap—supporting a world in need and reflecting the best of our collective humanity.
We’re extremely proud to partner with foundations and nonprofits. Whether it's protecting the climate through fossil-free investments or promoting diversity with social impact funds, we further your mission with every dollar invested.
MEETING YOU WHERE YOU ARE
How We Serve Charitable Organizations
Evaluate portfolio alignment with the IPS and compare performance against ESG and financial benchmarks.
Offer tailored guidance on how ESG integration and shareholder advocacy can advance organizational impact.
Create an institutional portfolio aligned with donor intent and compliant with fiduciary responsibilities.
Monitor, rebalance, and report portfolio performance using clearly defined ESG and financial benchmarks.