We provide investment guidance to mission oriented institutional investors either as the sole advisor, or in collaboration with an institution's existing investment advisor. 

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Areas of Expertise:

• Facilitating the transition from traditional investing to impact investing by providing extensive education and engaging an institution's key stakeholders including staff, lay leaders, trustees, and investment committees

• Mapping an institution's mission and values with current impact investing themes and offerings

• Constructing global portfolios that meet an institution’s impact and financial goals while generating as much impact and mission alignment as possible within each asset class

• Developing customized public and private impact investment strategies

• Generating investor advocacy campaigns and initiatives with public companies

• Program-related investing strategies

• Donor-advised fund impact investment offerings

• Ongoing monitoring to prepare financial and impact reporting

• Overseeing an institution's entire investment portfolio, or just a carveout of the portfolio dedicated to impact investing (remainder of portfolio is managed by institution's existing investment consultant)