WHERE FINANCIAL AND SOCIAL PERFORMANCE MEET

OUR APPROACH

We believe that through high quality investment knowledge and execution impact portfolios don’t compromise on financial returns. Our investment expertise comes out of traditional institutions overlaid with our drive for positive change.

OUR APPROACH IS TO Execute on social themes by investing in extensively researched investment managers, diverse products and direct deals.

CUSTOMIZATION

Construct portfolios according to the specific investment objectives – impact goals, return expectations, liquidity…

OBJECTIVE ADVICE

Recommend specific investments that fit within the investment policy; evaluate market conditions, managers and…

REPORTING

Create comprehensive and customized performance reports; review and discuss performance in the context of…

TRANSPARENT

We operate only in the best interest of clients. We do not sell proprietary…

CUSTOMIZATION

Construct portfolios according to the specific investment objectives – impact goals, return expectations, liquidity parameters and risk tolerances- of each client.

OBJECTIVE ADVICE

Recommend specific investments that fit within the investment policy; evaluate market conditions, managers and opportunities; research and conduct due diligence on trends and managers to drive future performance.

REPORTING

Create comprehensive and customized performance reports; review and discuss performance in the context of unique portfolio requirements; actively work with team of advisors.

TRANSPARENT

We operate only in the best interest of clients. We do not sell proprietary products or accept fees from service providers or fund managers. We make our processes and portfolios transparent.

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