For Institutions
Direct investment mandates for foundations, endowments, DAFs, and family offices. Values-based portfolios with rigorous ethical screening from Ethical Capital.
We work with foundations, endowments, DAFs, and family offices on direct mandates. We apply the same screening framework and the same three strategies — the arrangement is a separately managed account, not a fund product.
If you’re exploring an allocation, reach out directly. We don’t do the institutional sales process.
Institutional documentation — IPS templates, DDQ, strategy overviews — available on request.