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.
1. Alpha A clear and sustainable value proposition or investment thesis that is expected to produce attractive risk-adjusted returns. 
2. Impact Measurable and material positive impact on people, planet, or economy. 
3. Uplifting Emotionally resonant impact that enables investors to feel empowered and aligned with their closely held personal values. 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
A sophisticated private asset portfolio and personalized investment experience delivered with remarkable simplicity.
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1. Extensive Private Market Impact Database
Our dynamic private market impact investing database tracks over 1,500 funds 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. Impact Alpha Focused Due Diligence
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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4. Thoughtful 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.
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5. One Simplified Investment
One investment subscription. One K-1. One consolidated quarterly report. Zero capital calls. Investors enjoy a sophisticated private asset portfolio and personalized impact investment experience delivered with remarkable simplicity.
