Social Return Tools

PRODUCT AND TOOL DEVELOPMENT

Significant Understanding

Significant skills and understanding of traditional investment and finance are required to design high social impact investment vehicles, initiatives and analysis tools to maximize financial and social return while filling market gaps.

Analysis and Forecasting

This area generally involves developing tools used in the analysis and forecasting of market activity. This often involves creating a new approach, and engaging with clients, stakeholders and others to test, refine and implement the strategy.

Arrive with a thesis

We typically arrive with an impact investment thesis in hand, but we are always open to being led by clients to work on a specific initiative.

Phased Plan

We work in phases to develop a clear understanding of the need, to develop and outline the investment mechanics, paying specific attention to risks.

Model the Investment Thesis

We model the investment thesis and test our assumptions; we evaluate impact; we outline any pipeline or supply issues; we help structure the vehicle and work to implement the resulting design.

Feedback

Feedback is, of course, essential and embedded in every stage of this process.

ESG & Impact Investing

General information on our approach
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Excellence

We create new ESG, impact investing vehicles and initiatives. We create sustainability and corporate social responsibility (CSR) metrics in service to our mission and vision. We are experts in socially responsible investing (SRI) and environmental, social and governance (ESG) investing. We are dedicated to meeting client needs in a timely manner.

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Originators

We create entirely original investment tools and vehicles with real impact and real performance. We recognize that our independence and the objectivity it allows are part of the reason we create so successfully. We operate on the frontier (and recognize that not everyone can or should).

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Integrity

We are committed to honest and appropriate communication, in collaboration with clients and stakeholders. We are learners and teachers, sharing what we know, when appropriate, as we develop thoughtful solutions that creatively address social needs.

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