Custom portfolios that
prudently integrate your
impact objectives.
PUBLICLY TRADED PORTFOLIOS
Actively managed investments using publicly–traded securities in well–diversified model allocations, custom designed to balance your financial and impact objectives.
PRIVATE IMPACT INVESTMENTS
Suite of private investment offerings tailored to help you identify, transact, and monitor results that can amplify your portfolio’s financial and impact performance.
Shareholder Engagement
Empowerment through proxy voting, dialogue services, and advocacy solutions that leverage your shareholder rights to improve investment value and multiply your impact.
Publicly Traded Portfolios
We believe that investors can earn competitive returns
owning quality assets that have a positive impact in the world.
Features and Benefits
Composite Performance
We seek competitive, market rate returns with positive social and environmental impacts.
Receive our latest composite performance report.
ESG INTEGRATION
Our investment methodology systematically includes material environmental, social, and governance (ESG) data, in pursuit of long-term shareholder value.
We consider financially material ESG data to be part of a comprehensive analysis of security risk and valuation.
Partners
IMPACT
We measure the social and environmental impact of each investment we make.
Every client receives an annual impact report so you can see the difference your money is making.
Screens
Our default is to divest from these industries whenever prudently feasible:
- Alcohol
- Fast Food
- Fossil Fuels
- Gambling
- Tobacco
- Weapons
- Pharmaceuticals
- Alcohol
- Fast Food
- Fossil Fuels
- Gambling
- Tobacco
- Weapons
- Pharmaceuticals
Process
We follow a prudent process that starts with searching the entire universe of publicly traded securities to identify high quality, financially strong investments that meet our criteria.
Composite Performance Report Request
Private Impact Investments
We believe companies can create immense value by scaling
to address the world’s most pressing social and environmental issues.
Features and Benefits
Analysis
We seek positive social and environmental impacts with financial returns that meet your objectives.
Access our data room to view detailed investor information and performance history.
Impact Reporting
Tablecloth simplifies an otherwise complex process. Their all-in-one platform reduces the cost of analysis and can be deployed at any stage in the investment cycle, from due diligence to final sale.
Partners
PROCESS
DEFINE OUTCOMES
We collect information and facilitate
conversations with investors to identify and
prioritize the investment objectives, liquidity
needs, and risk tolerance.
PLACE CAPITAL
We leverage industry partners and our
extensive networks, sourcing from the entire
available investment universe, selecting the
best deals to put through our three-phase
due diligence process.
ONGOING OVERSIGHT
We provide customized financial and impact
reporting, manage capital calls and
distributions, send tax documents to your
CPA, prepare quarterly updates, annual
valuations, board oversight and engagement,
along with other bespoke services.
Shareholder Engagement
We believe responsible investment ownership necessitates shareowner engagement to ensure our interests are being addressed in the corporate boardroom where many of the world’s most consequential decisions are being made.
Features and Benefits
Performance
We seek positive social and environmental impacts that add long-term shareholder value.
Receive our most recent impact report.
Impact Reporting
The Investor Climate Action Plans (ICAPs) Expectations Ladder helps investors act on climate by providing a single, comprehensive framework for self-assessment and transition planning, which draws on existing initiatives and resources.
Partners
Proxy Voting
We vote your proxies following a thoughtful set of principles around environmental, social and governance policies.
Receive our proxy voting guidelines.
RESOLUTIONS
The SEC’s Rule 14a-8, also known as the shareholder proposal rule, requires companies to include shareholder proposals in their proxy statements, which we use to ensure that shareholders’ rights are protected.
ADVOCACY
We actively engage as shareholders to encourage more responsible and sustainable policies that improve the long- term financial well-being of our investments and communities.
Impact Report Request
Proxy Voting Guidelines Request
%
of our clients said investing in Climate Action is their #1 impact priority.
2024 Impact Investors Client Survey
%
U.S. solar power generation growth between 2023 to 2025.
Short–Term Energy Outlook, STEO, JAN 2024
%
sustainable funds outperformed traditional funds by a median of almost 50% in 2023.
Sustainable Funds Outperform, Morgan Stanley, 2024
%
of our clients said that our ESG Model Acct Management is the #1 service we provide.
2024 Impact Investors Client Survey
75 Years
of combined portfolio management experience integrating social and environmental criteria to drive shareholder value.
