Mission-Aligned Investing
ESG and impact-investing strategies that align portfolio decisions with your organization's mission and values.
When the way your endowment is invested contradicts the work your organization does in the world, the inconsistency reads loud — to donors, to staff, and to the communities you serve. Mission-aligned investing closes that gap, putting your portfolio's holdings into the same value system as your programs.
We design strategies that screen out conflicts, tilt toward businesses doing aligned work, and measure impact alongside return — without forcing the trade-off between values and performance that older ESG approaches sometimes required.
What We Offer
Capabilities available through this service may include
- Mission screen and exclusion list development
- ESG and impact fund sourcing across asset classes
- Shareholder engagement and proxy voting coordination
- Impact reporting alongside financial performance
- Compatibility review with fiduciary duty requirements
Values Without the Performance Penalty
The investable universe for mission-aligned strategies has grown dramatically — to the point that a thoughtfully constructed values-aligned portfolio can compete on returns with a conventional one. We build portfolios with that reality in mind, not the limited menu of a decade ago.
Fiduciary-Compatible
Mission alignment and fiduciary duty are not in conflict — but they have to be documented carefully. We help document that your investment policy explicitly authorizes values-aligned strategies, so the committee that made the decision is protected and the strategy is durable through board turnover.
Ready to Get Started?
Schedule a consultation to discuss how our mission-aligned investing services can help you reach your goals.