
Impact Investing
Impact investing combines financial returns with social or environmental returns. It’s a powerful way for individual investors, family foundations and family offices to connect their values with their investments.
Our combined firm’s impact practice is one of the most experienced of any firm’s, having offered socially responsible investing (SRI) and mission-related investing (MRI) to a broad range of clients for more than a decade.
We deliver impact investing across all asset classes, the two firms together have approximately $2.8 billion USD (as of 12/2019) committed to impact investments.

Four Themes To Reflect Your Values
Environmental Sustainability
Investing in sustainable land management, low-carbon strategies and other conservation efforts.
Financial Wellness
Investing in community-based lending and affordable housing for the global poor.
Education
Investing in the quality, cost and efficiency of education systems, products and programs.
Equity and Inclusion
Investing in businesses, products and services that represent or benefit women and minorities.
Three Approaches To Build Your Portfolio
Values-Aligned Strategies
Selecting investment assets based on your values and objectives. Used within public equity and fixed income markets.
Environmental, Social & Governance Strategies
Selecting investment assets based on the three factors of environmental, social and governance. Used within public equity, fixed income, and alternatives markets.
Private Impact Strategies
Generating your own private-capital investments in themes or geographies you choose. Longer-term strategies used within private equity, venture capital, and private debt.
