Three Broad Areas of Focus
From venture investments in clean technologies to commercial mortgages for affordable housing developments, the opportunities for positive impact span many themes, structures and asset classes.
We are looking for investment opportunities for our clients in bonds, commercial mortgages and private equity (through experienced fund managers with impact experience) that focus mainly on three areas:
- Climate Change Mitigation and Adaptation
- Health and Wellness
- Food, Agriculture and Natural Resources
Other Solutions for Custom Objectives/Restrictions
At a client’s request, we can also “screen” investees to exclude certain securities from investment consideration based on social and environmental criteria. For example, we can filter out so-called "sin stocks", including purveyors of tobacco, alcohol, adult entertainment, nuclear power, gambling and weapons.