One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns. Underlying this investment approach is a deep desire to demonstrate the huge investment potential that resides in breakthrough commercial solutions to the world’s most pressing problems. With offices in New York City and Palo Alto, the firm has grown to manage more than $10 billion in multi-asset class portfolios for families, foundations and institutional investors.
CapShift’s mission is to help financial and philanthropic institutions, along with their clients, mobilize capital for social and environmental change. To advance this mission, we partner with leading donor advised funds, national foundations, and private foundations to help them identify, access, and evaluate impact investments. Key funding and support from the Fink Family Foundation, Heron Foundation, and Omidyar Network helps us ensure that our activities align with our mission.
FEG's mission is to "Empower our clients to achieve their goals through superior investment performance, objective insights, and research". We are an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, community foundations, religious organizations, and healthcare institutions. FEG developed the Responsive Investing Solutions Exchange (RISE), as a partnership with our clients to provide investors seeking both financial and social gains the opportunity to align their portfolios with their own unique goals.
Sonen Capital is the leading provider of Impact OCIO services. Working with foundations, endowments, institutions, and families we provide investment and advisory services customized to meet our clients' mandates. As an employee-owned B Corporation, we are committed to integrating social and environmental impact into every aspect of the investment process to deliver on your financial and impact goals.
What do we mean by sustainability? We define sustainability as positive longevity, and sustainable development as meeting the needs of the present without compromising the ability of future generations to meet their own needs. In order to tackle the challenge of sustainable development, both developed and developing countries will have to shift from a resource-intensive, consumption-driven, debt-dependent model of development and growth towards a more sustainable one. This means using natural and financial resources wisely and in a way that promotes long-term economic, social and personal wellbeing. How do we apply this idea to investment? We take a bottom-up, company-focused approach to sustainable investment. We look for good quality companies (management, franchise and financials) that are well positioned to meet the challenge of sustainable development and contribute towards achieving it in the countries in which they operate, be they developed or developing. We have a strong conviction that such companies face fewer risks and are better placed to deliver positive long term returns to shareholders. The investment objective of our sustainability funds is to generate attractive long-term, risk-adjusted returns for our clients by investing in companies involved in sustainable goods and services, responsible finance and required infrastructure. We are not passive investors. We recognise there is no such thing as a perfect company and believe positive engagement plays an important part in improving shareholder value and protecting the value of our client portfolios over the long-term. We engage actively with company management on a wide range of issues including alignment of interests, governance, reputation, strategy and other environmental, social and governance (ESG) issues. What do we not mean by sustainable investment? We do not screen in clean tech or green-themed companies, nor do we screen out particular sectors and companies on moral or ethical grounds. Although we do not do any formal negative screening, we are unlikely to invest in companies operating in high risk sectors such as gambling and tobacco because their long-term sustainability positioning is poor.
Our mission is to provide responsible stewardship of client assets to achieve client goals, including security, growth and impact. We serve our clients through customized separate account management as well as a suite of mutual funds with comprehensive environmental, social and governance criteria.
Our firm operates at the intersection of investment advisory services and social responsibility, seeking opportunities that generate measurable social and environmental returns alongside financial returns. We believe that by aligning our resources and expertise with institutions and families that share our values, we can amplify our impact and create sustainable change. With a deep sense of professionalism and civic duty, we approach our partnerships with dedication, integrity, and a commitment to advancing the well-being of communities worldwide.
