Advance Global Capital, Ltd (AGC), is a global impact investment manager that supports responsible and inclusive economic growth in underserved communities worldwide. We specialize in financing invoices for small and medium businesses (SMEs) – the engine of economic growth and job creation and the foundation of resilient local communities. Our mission is to support local, responsible and inclusive economic growth by delivering well-structured financing options that help underserved small businesses thrive.
We harness private capital to structure innovative conservation transactions – transactions that would not otherwise get done – to protect the lands, waters, and wildlife of the Yellowstone area.
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.
CIM partners with responsible lenders to finance small businesses in line with the Small Business Borrowers’ Bill of Rights and to effect economic, environmental, and social change. Since fund inception, we have provided financing to 4,200 U.S. small businesses which represent $4 billion in total revenue. These businesses have created 6,000 new jobs from loan proceeds with 45,000 jobs maintained and 131,000 lives affected. CIM also tracks impact metrics that are derivative of the core impact objective: to increase access to capital for underserved demographics and support impact businesses. Across the portfolio, CIM funds 2-3x more women-, minority-, and veteran-owned businesses than banks and financial institutions with an aggregate figure of 50% of the loan portfolio lent to WMV-owned businesses. CIM has additionally built an Impact Assessment system to identify and report on impact businesses across 8 areas of impact with 79 unique tags. These impact businesses expressly seek to create a positive social, environmental, or economic change in their community. 21% of the CIM portfolio (>800 loans) are lent to impact businesses in 8 categories: community health and safety, education and youth development, social justice, environmental sustainability, financial inclusion, healthy food systems, and clean energy and efficiency.
We guide affluent Black and Brown households towards building and sustaining wealth in a values-aligned fashion. We show them how to leverage their income to build wealth for themselves and future generations while doing good in the world.
Our team takes these trailblazing households from a confused, overwhelmed, and lonely position to an abundant, intentional and clear path towards their wealthy financial future.
Our goal is to become the preeminent Black-owned wealth management firm and meaningfully contribute to closing the racial wealth gap. We want to break down systemic barriers between the wealthy, privileged and the rest of us. By opening up access to wealth-building tools and access to world-class financial advice, we aim to end the days of minority households being underserved and ignored. Our firm believes deeply in the power of the dollar, therefore we want to make sure more of the dollars rest with us.
The Access Capital Community Investment Strategy offers economically targeted investing with a community development purpose; investments are high credit quality and geographically specific, pursuing double bottom line results. Their goal is to leverage other clients’ assets through vital community investments without sacrificing benchmarked total returns.Clients designate the geographic locations they wish to target with their investments. The strategy is national in scope with economically targeted investments in 48 states, the District of Columbia and one territory as selected by our clients as of 3/31/14.
Decarbonization is a multi-decade secular trend, akin to the digitization of our economy. It involves globally scaling electrification, incorporating technological advances, rethinking buildings, leveraging industrial efficiency and increasing supply chain transparency. It has massive implications on how we view and experience the world and will be long lasting.
To put it into perspective, there are over 70 countries and 4000 companies that have committed to net zero. To achieve that, it will require wholesale systemic and infrastructure change. We are already spending $5.7T per year but to meet targets, an additional $3.5T or almost 3% in Global GDP needs to be committed annually, through 2050.
Launched in 2022, ScopeFour Capital is a diverse-owned investment manager that focuses on capturing one of the most significant growth opportunities of this generation: the transition to a low carbon economy.
ScopeFour Capital creates value by integrating impact and alpha throughout our investment process. Our process is best suited to a long-term investment horizon and will add growth and diversification to client portfolios over a full business cycle. We utilize a science-informed framework to identify and actively invest in public companies scaling the most commercially viable and currently impactful climate solutions globally.
We measure portfolio impact by quantifying the Emission Reduction Potential and the Time Value of Carbon and for each climate solution and then mapping the solutions to a proprietary universe of ~3000 global companies, each with one or more solutions tied to its business model. Our Climate Council is a curated group of academics and experts that operate as a sounding board to further validate our impact thesis.
Our customized ranking factors and deep fundamental analysis uncovers a select group of companies we believe are best positioned to both financially benefit from the commitments to net zero and materially contribute to reducing global emissions.
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.
