Mission-Aligned Investing

We’ve partnered with clients to build portfolios that reflect their missions for close to three decades. Whether investors seeking solutions that proactively consider long-term environmental, social, or governance (ESG) risks, faith-based investors interested in aligning their portfolios with their values, universities pursuing sustainability, or foundations seeking investments that make an impact in their communities—we’ve established a framework that leverages the broader resources of the firm to deliver thoughtful solutions.

Mission-Aligned Investing

Clients have relied on us to:

  • Create investment policy statements that incorporate their missions and philosophies
  • Develop mission-aligned guidelines
  • Quantify portfolio exposure to ESG risk factors, select industries, products, or issues such as weapons, fossil fuels, or human rights violations
  • Set priorities for implementation based on financial and impact goals and the robustness of the asset class universe
  • Build mission-integrated investment portfolios with investment managers we consider best-in-class
  • Create monitoring tools to track progress toward mission-aligned goals
  • Educate the investment committee, staff, and stakeholders about mission-aligned investing

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, our experience has been that clients do not necessarily sacrifice returns when pursuing dual mandates.

We’re recognized as active members of the broader mission-aligned community. Our partnerships provide engagement with organizations that further our understanding of the opportunities and challenges of other institutions, the dynamic opportunity set of mission-aligned solutions and approaches, opportunities in advocacy and engagement, as well as developments and trends.

Principles for Responsible Investments
Endowments
Mission Investors Exchange
USSIF
Principles for Responsible Investments
Endowments
USSIF
Mission Investors Exchange