The Climate Trust is a mission-driven nonprofit that manages a carbon investment fund to deliver offset acquisition programs for utilities, governments, and large businesses. Since our creation, we have managed over $40 million and invested in projects that reduce greenhouse gases. Our efforts have created the pathway to retiring just under 10M tons of Verified Emission Reductions (VERs) in several different sectors; many of them innovative, first-of-their kind efforts. We are the delivery organization for carbon dioxide legislation in the state of Oregon that became law in 1997.
The Climate Trust has been delivering emission reduction projects in OR, WA, CO, MA and other states for 20 years serving both the voluntary and compliance markets. The Climate Trust also provides offsets through our Colorado Carbon Fund (CCF) program. The CCF is the first and only statewide voluntary offset program in the U.S., focusing its support on greenhouse gas reduction projects in Colorado that produce permanent, verifiable carbon offsets.
Our portfolio includes projects that fit ARB carbon compliance protocols. We are also working on several new methods that may eventually fit ARB standards such as Avoided Conversion of Grasslands, Wetlands Restoration, Biochar, Agricultural Nutrient Management, and others.
TCT’s latest initiative is to prove that environmental performance can be relied on to repay impact investors a market rate return while deepening the level of greenhouse gas reductions. 2016 saw the launch of a pilot carbon investment fund (Climate Trust Capital) to demonstrate this thesis. The aim is to scale this fund facility upwards to the $200-$300 million level.
CCM's mission is to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. Our investment philosophy identifies opportunities with a focus on capital preservation, current income, diversification, volatility control, total return, and risk minimization. We incorporate the environmental and social aspects of ESG investing into our investment philosophy by proactively seeking market-rate, fossil fuel free bonds that positively contribute to economic and sustainable impact. This approach provides an added layer of investment transparency by detailing the use of bond proceeds and providing a full understanding of the programs being financed.
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.
DWS (prior named Deutsche Asset Management) is a global asset manager with a 20 year + history in ESG and impact investments. We believe that responsible investing can improve capital allocation decisions and enhance financial market stability. Our Sustainable Investments business mobilizes public and private capital with the objective of generating a return on investment and positive social and environmental outcomes for society. We work with all business divisions to advance ESG integration in line with client interests, business-specific goals, and tools to enhance risk-adjusted returns. We strive to improve corporate governance across our holdings.
NorthStar is a progressive wealth management firm founded in 1990 with a mission to provide the most integrative approach to portfolio management available today. Our approach to wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our clients. These steps result in the construction of portfolios that integrate financial goals while upholding a commitment to social change.
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.
Solomon Hess Capital Management is an alternative asset manager with expertise in place-based impact investing. Our strategies provide investors with competitive, risk-adjusted returns as well as quantifiable, targeted community development impact. We achieve this by investing in Small Business Administration (SBA) 7(a) loans and other community development focused assets. Solomon Hess was founded in 2004 and had $660 million in assets under management as of December 31, 2017. Our flagship fund, the Solomon Hess SBA Loan Fund, has received a credit rating of Aaa-bf from Moody’s Investor Services, reflecting that the assets in the fund are of the highest credit quality. Our motto is “Managing Good Capital Well” and we are committed to helping our investors make a positive difference in their communities, promoting permanent job creation, retention and improvement in low- to moderate-income areas and creating greater financial liquidity and a lower cost of capital within the small business loan secondary market.