Investment advice that drives positive change

HOW WE DO IT

Driven by experience, research and analysis, we deliver customized impact investment services to meet our clients’ needs. We align investors’ values with portfolios that maximize social and financial returns.

DUE DILIGENCE

FLAT WORLD PARTNERS TRACKS, REPORTS AND MANAGES ALL ASPECTS OF THE IMPACT PORTFOLIO INCLUDING…

ADVISORY

FLAT WORLD PARTNERS OFFERS CLIENTS CUSTOMIZED PORTFOLIO CONSTRUCTION FOR IMPACT INVESTMENTS. Social Mission Mapping. We…

RESEARCH

FLAT WORLD PARTNERS DEVELOPS A BROAD RANGE OF THEMED RESEARCH ALL WITHIN GLOBAL IMPACT INVESTMENT…

DUE DILIGENCE

FLAT WORLD PARTNERS TRACKS, REPORTS AND MANAGES ALL ASPECTS OF THE IMPACT PORTFOLIO INCLUDING SOCIAL METRICS.

Due Diligence. All products from private investments to impact funds go through a rigorous due diligence process evaluated at the same stringency as traditional investments as well as evaluations of social impact. All advisory clients have access to all deals and complete transparency on due diligence and operational processes.

ADVISORY

FLAT WORLD PARTNERS OFFERS CLIENTS CUSTOMIZED PORTFOLIO CONSTRUCTION FOR IMPACT INVESTMENTS.

Social Mission Mapping. We work with clients to better understand their social values and place products that specifically align to these values.

Financial Advisory. Working alongside existing investment advisors we understand how clients’ impact portfolios fit into the broader landscape of the investment strategy.

RESEARCH

FLAT WORLD PARTNERS DEVELOPS A BROAD RANGE OF THEMED RESEARCH ALL WITHIN GLOBAL IMPACT INVESTMENT TOPICS.

White-label and Customized Research. Institutional clients can customize and white label research for distribution to their client base as well as engage Flat World Partners to develop sector specific research.

Partnerships. Flat World Partners works with existing research providers to deepen our access to valuable insights.

WE UNDERSTAND IMPACT INVESTING SO THAT YOU DON’T HAVE TO

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