Aperio (part of BlackRock) provides hyper-customized, public equity, direct indexing separately managed accounts (SMAs). Aperio's values-aligned portfolios are constructed based on each client's unique worldview and investment goals, including desired portfolio risk and return characteristics. We work with each client to identify and incorporate into their portfolios the factors that are important to them based on their values and/or ESG goals. Aperio helps clients identify, clarify, and prioritize their values. This can be achieved through one-on-one conversations with individual investors, or by facilitating decision making with members of boards, endowments, foundations or multi-generational families.
Avivar Capital (Avivar) is a U.S.-based SEC registered investment advisor focused exclusively on assisting institutional, public and private clients in the design, development and execution of impact investing strategies, portfolios and funds. Clients range from small to the nation's largest independent and community foundations, banks, institutional investors and families. Strategies range from place-based or thematic impact investing goals to values alignment for traditional portfolios targeting market-rate expected returns. Strategies typically seek to increase equitable access to opportunity across thriving and sustainable urban, rural and tribal communities.
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.
The Impact Evaluation Lab brings clarity and accountability to impact investors, aligning impact investment strategies with traditional capital-markets expectations so the impact sector can scale with integrity and become a trusted part of mainstream finance.
Through our flagship tools, the Impact Authenticity Score and the Impact Navigator, the Impact Evaluation Lab provides assessments of mission alignment, impact execution and financial performance to identify funds which deliver on their impact commitments. Developed in partnership with leading impact organizations, fund managers and asset owners, the IEL tools provide practical, actionable insight and analyses for fund managers and asset owners, empowering confident allocation decisions in the impact investing sector.
Our mission is to provide the tools and develop the trust that is required by all asset owners and investors to enable impact investing to fulfill its potential as part of the core architecture of global financial markets.
Our goal is to future-proof your legacy. As a provider of asset management, advisory and investment banking services, our clients are unique in the market. Why? We’re a fiduciary to families and institutions led by people who believe that humanity and the planet are part of every returns equation.
We address your needs by tapping into the opportunities within the fastest-growing and most under-capitalized demographics in the world. We work with teams that others miss, where our experience tells us there’s a higher likelihood of both performance and innovation.
Syntrinsic partners as a fiduciary with nonprofit organizations and philanthropic private clients to develop, implement, and monitor customized investment portfolios.
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.
