Big global challenges create big opportunities for positive impact and value creation.
Our Conviction
Financial performance and the impact of an
investment are not mutually exclusive.
Investment returns and targeted environmental or societal impacts can be mutually reenforcing.
The Opportunity
Addressing the world most pressing challenges with laser-focus on solutions that drive financial returns.
Our investment themes are selected for their potential to deliver strong financial returns by driving positive, measurable improvements for the planet, its people, and the global economy.
What we Invest In
We call it Impact Alpha.
* Within each of our investment themes, we seek financial performance through impactful innovation and inclusion
Our Investment Offerings
Through one investment, access a sophisticated and personalized investment experience delivered with remarkable simplicity without sacrificing financial performance.
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1. Private Market Impact Database
Our dynamic private market impact investing database tracks over 1,200 portfolio managers screened and profiled across investment strategies, impact themes, and applicable UN Sustainable Development Goals.
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2. Thesis Driven Sourcing
We identify and proactively monitor managers and investments with high potential to generate attractive risk-adjusted returns, drive positive impact, and engage investors along their personal values. We stay informed through an expansive network of fund managers, entrepreneurs, impact organizations, consultants, and fellow allocators.
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3. Qualified Review
When an investment opportunity fits an Uplifting Capital portfolio need, we meet with the investment managers and review key information from multiple sources to deepen our understanding of the people connected to the investment, their operational capabilities, the investment strategy, and impact approach.
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4. Full Due Dilligence
We perform investment and operational due diligence, impact analysis, and expected cash flow modeling, considering information and analysis from third party sources in addition to our own before making a final investment decision.
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5. Portfolio Construction
We build private market impact vehicles as a wealth management solution. Our portfolios provide access to a highly diversified set of investments thoughtfully curated by impact theme, sub-asset class, and investment strategy. We invest in differentiated return and cash flow profiles to produce a layered investment experience tailored to complement traditional public investments.
Our Impact
Creating deep and lasting impact is at the core of what we do.
Our impact is integrated with financial considerations at all stages of decision-making and across our entire investment process.
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1. People
Advancing human well-being
- Inclusive Innovation
- Education & Upskilling
- Health & Wellness
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2. Planet
Preserving and protecting our world
- Renewable & Efficient Energy
- Conservation & Climate Change
- Sustainable Food Systems
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3. Economy
Promoting inclusive and sustainable growth
- Financial Inclusion
- Small Business Development
- Affordable Housing
The Impact Engagement Podcast
with Toussaint Bailey