Impact investments are made with the intention of generating a competitive financial return while realizing measurable positive environmental and social benefits . Since 1999, we have managed market-rate, fossil fuel free impact investments in fixed income and invested over $7.9 billion in impact initiatives nationwide.
Our goal is to understand each client’s financial and impact objectives and work with them to customize a portfolio that meets these needs. Our overriding investment philosophy is predicated on incorporating the “environmental” and “social” aspects of ESG investing. Our pioneering research process combines impact research with financial analysis providing an added layer of investment transparency by detailing the use of bond proceeds.
Impact figures as of the most recent quarter end unless otherwise noted.