We partner with endowments, foundations and other institutions to ensure client investment assets align with their social and moral values.
Our team utilizes macro analysis to guide intermediate-to-long-term strategic asset allocation while leveraging manager selection and tactical shifts in an opportunistic fashion. This approach provides the framework for our engagements while affording the flexibility to customize solutions in accordance with client needs.
We offer institutions three distinct services:
We believe informed clients have peace of mind, which is why we pride ourselves on education. This education extends beyond simply providing our market views — it also includes introductions to emerging managers and strategies at the frontline of racial and social justice issues.
We help institutions maximize their core advantages: long-term investment horizons, access to outperforming manager talent and competitive pricing. We allow these forces to work fully to our client’s advantage by incorporating our proven investment discipline.
Provide impact-oriented institutions with access to best-in-class alternative investment managers.
Help accredited investors, institutions and RIAs identify attractive private market investments and outperforming managers.
By factoring in both return and impact implications, we practice thorough due diligence on prospective investments and managers.
What We Believe
The impact investments we review and recommend are typically private market investments that generate financial returns, as well as positive social and/or environmental benefits. You can learn more by visiting our impact investment case studies.
How We Can Help
By leveraging our relationships, we identify investment managers and opportunities that tend to be overlooked by large institutions. While these managers are often considered emerging managers due to their size, they operate in market segments where the combination of agility and deep expertise provide a competitive advantage.