Since our founding in 1988, we have assisted clients in navigating the broad investment universe, helping align their portfolios with their values. Some of our first clients were pioneers in the responsible investing movement, whether that meant building programs that represent the values of their faith, promoting the environment by avoiding the fossil fuel industry, or supporting very specific causes like the anti-apartheid movement.

A significant number of our clients have engaged with us on mission-alignment, and many are at various stages of implementation. We have partnered with many to adopt and execute fully mission-aligned portfolios. Decades of knowledge in the space and organizational independence make our firm an extension of your organization and true partner in achieving your goals.

Our comprehensive service model means we are there every step of the way. While some clients already have specific mandates and guidelines, others may be just entering the exploratory phase. Services we provide include (but are not limited to):

• Educate committees, staff, and stakeholders on mission investing
• Work with key stakeholders to identify goals and build consensus
• Create an IPS that incorporates missions
• Develop mission-aligned guidelines
• Quantify portfolio exposure to risk factors
• Build mission-integrated portfolios with best-in-class managers
• Create monitoring tools to track progress

Our approach to mission-aligned investing shares the same rigor and discipline as our traditional manager research and leverages the same resources. As a result, we believe clients do not automatically sacrifice returns when pursuing dual mandates and often can reduce their risk profiles.

We have more than 30 years of experience helping clients select best-in-class investment managers across all traditional and alternative asset classes.

More investors are discovering the value in becoming signatories to the Principles for Responsive Investment. Worldwide, more than 3,000 organizations representing over $100 trillion in assets have become signatories. Prime Buchholz has been a signatory since 2015 (see public reports here).

By joining this internationally recognized group of leading organizations and companies, PRI signatories commit to incorporating sustainability factors into their investment decisions. We help clients explore the various resulting benefits, implement the six principles, and serve as a key resource during the annual reporting period.

We work closely with clients to foster inclusion and address other important social issues. We seek opportunities for clients advancing inclusion practices and who provide access to capital and beneficial products and services to underrepresented communities.