CUSTOMIZATION
Construct portfolios according to the specific investment objectives – impact goals, return expectations, liquidity…
OUR APPROACH
We believe that through high quality investment knowledge and execution impact portfolios don’t compromise on financial returns. Our investment expertise comes out of traditional institutions overlaid with our drive for positive change.
OUR APPROACH IS TO Execute on social themes by investing in extensively researched investment managers, diverse products and direct deals.
OBJECTIVE ADVICE
Recommend specific investments that fit within the investment policy; evaluate market conditions, managers and…
REPORTING
Create comprehensive and customized performance reports; review and discuss performance in the context of…
TRANSPARENT
We operate only in the best interest of clients. We do not sell proprietary…
CUSTOMIZATION
Construct portfolios according to the specific investment objectives – impact goals, return expectations, liquidity parameters and risk tolerances- of each client.
OBJECTIVE ADVICE
Recommend specific investments that fit within the investment policy; evaluate market conditions, managers and opportunities; research and conduct due diligence on trends and managers to drive future performance.
REPORTING
Create comprehensive and customized performance reports; review and discuss performance in the context of unique portfolio requirements; actively work with team of advisors.
TRANSPARENT
We operate only in the best interest of clients. We do not sell proprietary products or accept fees from service providers or fund managers. We make our processes and portfolios transparent.