Institutional Investment Solutions
Scalable ethical investment solutions for institutions, endowments, and pension funds
Custom investment strategies and compliance solutions designed for institutional scale and requirements.
We provide institutions with proven ethical investment strategies that can be implemented at scale using liquid securities. Our approach focuses on delivering strategies that meet fiduciary standards while achieving alignment with institutional values and stakeholder expectations.
PROVEN STRATEGIES
Three distinct investment strategies with proprietary screening methodologies that exclude 57% of the S&P 500 based on rigorous ethical criteria.
LIQUID IMPLEMENTATION
Strategies implemented using liquid securities with institutional-grade diversification, risk management, and performance attribution capabilities.
DIRECT CIO ACCESS
Direct access to our Chief Investment Officer for strategy discussions, implementation support, and ongoing institutional partnership.
COMMUNITY ENGAGEMENT
We're committed to meeting with communities, stakeholder groups, and institutional committees to discuss ethical investing approaches and implementation strategies.
Leading institutions partner with us because we deliver proven strategies, transparent methodology, and direct access to decision-makers that institutional fiduciary standards demand.
Transparent Methodology
Our screening criteria is open source, providing complete transparency and documentation for institutional oversight committees.
Investment Capacity
We have excess capacity of $250+ million, implementing strategies using liquid securities that provide institutional-scale access and flexibility.
Direct CIO Access
Institutions work directly with our Chief Investment Officer for strategy discussions, implementation decisions, and ongoing partnership.
Community Engagement
We're committed to meeting with communities, stakeholder groups, and institutional committees to ensure alignment with institutional values and missions.
Fiduciary Standards
Our systematic approach meets institutional fiduciary requirements with documented processes, audit trails, and performance attribution.
Proven Track Record
Since 2021, we've helped institutions implement ethical investing strategies that meet both performance and values-alignment objectives.
INSTITUTIONAL ASSESSMENT
Comprehensive evaluation of institutional requirements, existing infrastructure, stakeholder expectations, and fiduciary constraints.
CUSTOM STRATEGY DESIGN
Development of tailored ethical investing approaches that accommodate institutional scale, risk parameters, and compliance requirements.
INFRASTRUCTURE INTEGRATION
Seamless integration with existing institutional systems, including custodians, reporting platforms, and oversight frameworks.
ONGOING INSTITUTIONAL SUPPORT
Continuous research updates, performance monitoring, and stakeholder reporting to ensure ongoing alignment and oversight.
Our investment strategies and operational infrastructure are designed to support institutional-scale implementations with the rigor and transparency institutional oversight requires.
Documentation for Institutional Partners
Comprehensive documentation to support your due diligence process and institutional requirements.
ESG & Responsible Investment
Let's discuss how we can support your institutional objectives
Join leading institutions who trust our systematic approach to help them implement ethical investing strategies that meet both fiduciary standards and stakeholder expectations.