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.
The California Endowment is a private, statewide health foundation with a mission to build a stronger state by expanding access to affordable, quality health care to underserved communities and improving the overall health of all Californians.
The David and Lucile Packard Foundation is a family foundation guided by the enduring business philosophy and personal values of Lucile and David, who helped found one of the world’s leading technology companies. The Foundation works on the issues our founders cared about most, including improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the earth's natural systems.
Created with gifts and bequests by Edsel and Henry Ford, the foundation is an independent, nonprofit, nongovernmental organization, with its own board, and is entirely separate from the Ford Motor Company. The trustees of the foundation set policy and delegate authority to the president and senior staff for the foundation’s grant making and operations. Program officers in the United States, Africa, the Middle East, Asia and Latin America explore opportunities to pursue the foundation’s goals, formulate strategies and recommend proposals for funding.
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.
