Impact

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 invested over $10 billion in impact initiatives nationwide on behalf of our clients. We believe a fully integrated portfolio – one that includes environmental, social and governance (ESG) factors – can deliver strong financial performance while simultaneously having positive long-term economic and sustainable impact. Our strategies utilize an innovative bottom-up approach to fixed income and equity investing combining the positive impacts of impact and ESG investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. We provide impact investing solutions coupled with hands-on client service and report to clients on the multiple positive impact outcomes of their investments.   

Impact Targeting Form

2017: Impact by State
  • Invested < $1MM
  • Invested $1MM - $5MM
  • Invested $5MM - $10MM
  • Invested $10MM - $25MM
  • Invested $25MM - $50MM
  • Invested $50MM - $100MM
  • Invested > $100MM

  • Affordable Housing 41.8%
  • Minority Neighborhoods 19.6%
  • Seniors/Disabled 13.2%
  • Human Empowerment 4.5%
  • Environmental Sustainability 3.9%
  • Affordable Health/Rehab Care 3.2%
  • Rural Community Development 2.8%
  • Education/Childcare 2.3%
  • Healthy Communities 2.0%
  • Neighborhood Revitalization 1.8%
  • Enterprise Development/Jobs 1.7%
  • Gender Lens 1.4%
  • Government Supported Communities 0.8%
  • Transit-Oriented Development 0.6%
  • Disaster Recovery 0.4%
  • Arts & Culture < 0.1%
  • Sustainable Agriculture < 0.1%
2017: Impact by Theme

Impact figures as of the most recent quarter end unless otherwise noted.