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Rethink Capital
For more than forty years, we have been making investments that seek to drive both financial returns and contribute to the betterment of our society, our communities, and our planet. Our team of exceptional individuals takes pride in each investment that we have led. Over the decades, our mission of impact has continued to grow. We have grown from a handful of visionaries to a robust firm with a shared culture of transparency and integrity. We treat our clients, our external stakeholders, and our coworkers with dignity, respect, and compassion, and we bring these values to our endeavors both in and outside of the workplace.
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Radiant Global Investors LLC
Radiant was formed with the vision of creating a women-led, diverse-owned investment firm focused on giving clients the very best ESG anchored portfolios in asset management by investing in sustainable companies and being an advocate for positive change in the industry.
We bring the DNA of one of the recognized pioneers in quantitative investing, enhanced by a fresh, entrepreneurial perspective attuned to today’s institutional marketplace. Our team has a history of delivering outperforming ESG-integrated public equity investment solutions. Our investment edge lies at the intersection of state-of-the-art ESG and Impact analysis, the depth and breadth of its evaluation of company fundamentals, and innovative deployment of data and technology.
We combine our assessment of Positive Change companies, driven by our proprietary ESG Mosaic framework, with a contextual fundamental model to build small/mid cap, core equity and thematic strategies aligned to the UNSDGs. The focus on sustainability and real-economy outcomes aims to deliver positive long-term results for clients.
Our experience has shown that harnessing diverse backgrounds leads to more considered decisions, enhanced governance, and better results. There is a strong commitment to a culture which promotes authenticity, positivity, inclusion, collaboration, creativity, partnership, transparency, advocacy, and stakeholder alignment.
It is our ambition to lead the ‘next-generation’ of sustainability focused investing with an experienced team of investment professionals from different backgrounds and perspectives, united in the belief that ESG considerations have economic implications and the power to drive needed innovation and change for societies around the world.
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Goods Unite Us
Goods Unite Us believes that politics is upstream of everything. As such, we provide data, risk assessments, ratings, and investment instruments which leverage the under-appreciated connection between the measurable aspects of politics and economics. Our metrics enable sustainable economic outcomes for both consumers and investors.
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Reparations Finance Lab
The Reparations Finance Lab (RFL) is a financial service non-profit that seeks to engage capital markets to design innovative financial products and processes that will deliver Reparative Capital to the descendants of the Transatlantic Slave Trade.
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Westfuller
Westfuller is a multi-racial, gender-diverse, independent, and objective investment advisory firm. Drawing from deep investment expertise, maximizing assets for enduring systemic change, and leveraging diverse perspectives, we orchestrate multifaceted investment strategies to advance progress and possibility in the world. As a certified B-Corp, Westfuller serves alongside a group of leaders in the global movement for an inclusive, equitable, and regenerative economy.
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Karyn Polak
"I am passionate about social and economic equality, about the power of every single individual to contribute to the greater good if given agency and opportunity, and about the ability (necessity) of capital to support equitable development and related systems change: community-centered, participatory, regenerative development and the systems changes needed to break down structural and individual barriers to equity and access. Impact investing, through individual portfolios, university endowments, foundation mission investments, and more are fundamental sources for this work."
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First Peoples Worldwide
First Peoples Worldwide is a leader in deploying strategies to move the market towards respect for the rights of Indigenous Peoples. We translate on-the-ground impacts of investment to corporate decision-makers, and increase corporate accountability to Indigenous Peoples at the intersection of business, law, and finance.
First Peoples Worldwide is housed at the University of Colorado Boulder’s Center for Native American and Indigenous Studies, in partnership between the University of Colorado Law School and the Center for Ethics and Social Responsibility at the Leeds School of Business.
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Climate Vault
Climate Vault pioneered the world’s first integrated carbon reduction and removal program in order to knock-out carbon in days, not decades. This climate solutions startup neutralizes organizations’ carbon footprints through government-regulated markets, so the impact is verifiable, auditable, and quantifiable. Their innovative system ultimately advances cutting-edge carbon removal technologies to take emissions out of the atmosphere for good and make an immediate, enduring difference for the planet.
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Crewcial Partners
Crewcial Partners is an independent investment advisory and OCIO firm focused on providing customized investment advice to non-profit institutions. This focus has been core to our firm since it was founded in 1980.
Our firm’s evolution over the past 40 years includes expanding our scope of research from exclusively US to international, building out a robust private-assets team, developing a comprehensive diverse-manager discovery process, and anticipating and developing solutions to the ever-expanding requirements and concerns of our clients, from Investment Policy Statements to critical administrative responsibilities.
This work gives us the opportunity to make a difference. It was true 40 years ago when we began our journey with our first client, the Salvation Army, and it’s true today. The opportunity to serve non-profit institutions is a role we are proud and honored to fulfill.
We are a 100% employee-owned, boutique-style investment firm. At the core of our firm is our Investment Team, tasked with providing our clients with the prudent guidance and exceptional service they need to meet their investment objectives.
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Aligned Climate Capital
Over the next two decades, we must invest nearly $50 trillion globally to prevent the worst effects of climate change.[1] Aligned believes this is a unique opportunity to generate strong financial returns while also achieving meaningful environmental and social impact.
For more than a decade, Aligned’s senior management has been at the forefront of using financial tools to address climate change. Before founding Aligned Climate Capital, CEO Peter Davidson and COO Brendan Bell were appointed by President Obama to manage the U.S. Department of Energy Loan Programs Office (LPO) and its $32 billion portfolio of innovative clean energy investments. The projects they oversaw included some of the most catalytic public investments in clean energy at the time, including many of the first utility-scale solar, wind, and energy storage projects in the United States, as well as a loan to Tesla Motors.
After leaving government service, Davidson and Bell joined with current Aligned Climate Capital General Counsel Lawrence Rodman to manage Aligned Intermediary, an investment advisor focused on accelerating the flow of institutional capital into climate infrastructure. This platform advised twelve institutional investors including TIAA Global Asset Management, Church Commissioners for England, the New Zealand Superannuation Fund, and the University of California Regents on direct investments in this sector. The Hewlett Foundation, the Macarthur Foundation, ClimateWorks, and other philanthropies were instrumental in launching Aligned Intermediary and supporting its early operations.
In 2019, the leadership team saw the need for an asset manager focused exclusively on climate-related investments across different asset classes. With the support of its institutional advisory clients, the team ended Aligned Intermediary and its advisory work and launched Aligned Climate Capital.
Today, Aligned has over $1.8 billion of assets under management (as of 12/31/21) across three investment strategies: Aligned Climate Fund (venture capital), Aligned Solar Partners (tax-advantaged distributed solar), and Ares Climate Infrastructure Partners (a joint venture with Ares Infrastructure and Power Group). Based out of offices in Los Angeles and New York City, our team of thirteen professionals draws from prior experience in finance, renewable energy development, and electric utilities. Aligned’s investment strategies continue our long-term mission of mobilizing private capital to solve climate change, guided by a vision that the success of our firm, our investors, our partners, and the planet we share are all Aligned.
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Harrison Ungar published Blue Rider Group at Morgan Stanley in Organizations 2022-11-13 21:26:46 -0500
Blue Rider Group
The Blue Rider Group at Morgan Stanley is a boutique, women-led advisory practice that works with non-profit organizations, foundations, and families, with a special focus on the arts and cultural community. We leverage an open architecture investment platform to construct customized investment portfolios to address the needs of each client.
The Blue Rider Group is also deeply committed to investing with impact, leveraging the deep resources of Morgan Stanley’s Institute for Sustainable Investing and platform in our work. We guide clients at all stages of their values-aligned investing journey, identifying the most effective investments to advance change in environmental and social justice, and work actively to help organizations communicate their approach to broader stakeholders.
In addition to addressing our client's financial needs, we facilitate introductions between philanthropists and non-profits, raise awareness about charitable organizations and help support projects that strengthen the cultural community.
Blue Rider Group at Morgan Stanley
Sustainable Investing: A Practical Guide For Museums - Part 1
Sustainable Investing: A Practical Guide For Museums - Part 2
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Investment Governance Initiative
IEN’s Investment Governance Initiative supports endowment fiduciaries in developing the tools needed to provide the leadership, stewardship, and governance to ensure their portfolios and institutions are positioned to have their investment practices reflect their mission while meeting the endowment’s risk and return objectives.
Members of the Investment Governance Initiative enable peer-to-peer connections among endowment trustees and actively serve as ambassadors for IEN.
The Investment Governance Initiative will cover a number of topics from how to engage with endowment decision-makers to implementing best practices in investment governance with asset managers and allocators and integrating justice, equity, diversity, inclusion, and climate solutions. Members will engage in activities such as peer learning, and resource development. Additionally, members will have access to exclusive benefits and resources including partner engagements and leadership recognition through op-ed placement, social media highlighting, and other strategic communications.
To learn more or join this group, please contact [email protected]
Resources
IEN Pre-Summit Webinar: Climate Risk and Fiduciary Best Practice (January 30, 2020)
Hiring an Investment Consultant: Making Your ESG Intention Actionable (2018)
Leading Practice on Fiduciary Duties for Endowments and Foundations (2017)
Updated Regulatory Guidance on Proxy Voting and Sustainable Investment (2017)
WEBINAR: Transitioning to Integrating Investment Practices with Program Mission (October 19, 2016)
Activities
Peer Learning: Support regular forums for connecting with peers, one on one trustee matching, regular presentations, and media and event placement to further trustee education.
Resource Development: Develop resources including white papers, webinars, and sessions at external events to broaden fiduciary exposure to sustainable investing strategies.
Partner Engagement: Work deeply with partners including the Association of Governing Boards (AGB) and National Association of College and University Business Officers (NACUBO) to connect stakeholders with peers and resources to advance the field.
Leadership Recognition: Recognize leaders in the space through op-ed placement, social media highlighting, resource development, and other strategic communications.
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Angeleno Group
Founded in 2001, Angeleno Group is a pioneer in providing growth capital for next-generation clean energy and climate solutions companies. We invest opportunistically in a range of deal types, with a strategy that is sector-focused, stage-agnostic, and research-driven. Since its founding, Angeleno Group has become one of the country’s longest-standing and largest dedicated sustainability-oriented investment firms, making growth investments on a global basis.
www.angelenogroup.com
Resources from Angeleno Group:
Angeleno Group ESG Report
www.angelenogroup.com/sustainability
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McGill University
McGill University
McGill University is a public university, founded in 1821, and is one of Canada’s best-known institutions of higher learning and one of the leading universities in the world. McGill has a student body of over 39,000 students across 11 faculties. McGill’s endowment, managed through the McGill Investment Pool (MIP), is managed by McGill’s Office of Investments under the direction of the Investment Committee. The Committee to Advise on Matters of Social Responsibility advises the Board on matters concerning social responsibility related to University endowment investments within the mandate of the Investment Committee.
In 2020, McGill’s Board of Governors approved an ambitious action plan to significantly reduce the carbon footprint of its endowment investments. Among other commitments, McGill committed to reduce the carbon footprint of the MIP public equity portfolio by 33 percent relative to the MIP public equities benchmark by 2025, increase its impact investing by committing 5% to low-carbon funds by 2025, continue to increase the number of University fund managers who adhere to an environmental, social and corporate governance (ESG) policy and/or are signatories of the United Nations’ Principles for Responsible Investment (UNPRI), further its leadership role in the area of socially responsible investment and amend its Statement of Investment Policy to consider ESG commitments.
In 2020, McGill, along with other Canadian universities, signed Investing to Address Climate Change: A Charter for Canadian Universities. Signatories of the charter pledge to adopt a responsible investing framework, regularly calculate the carbon footprint of their investment portfolio, publicly share progress and results in achieving sustainability goals, and evaluate fund managers based on their compliance with the guidelines set forth in the charter.
McGill recognizes and embraces the unique responsibility of universities to support societies in their transition toward sustainability, by generating the knowledge needed to create a more sustainable future, as well as cultivating citizens and leaders who have the skills and commitment to put that knowledge into practice. Adopting a more carbon-conscious investment approach complements McGill’s far-reaching climate change and sustainability goals, including institution-wide efforts to achieve carbon neutrality across the University’s operations by 2040.
Additional Resources:
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Native Women Lead
Native Women Lead
Native Women Lead's mission is to revolutionize systems and inspire innovation by investing in Native Women in business. They do this by co-creating with and convening our community to build coalitions while honoring our culture, creativity, and connections.
https://www.nativewomenlead.org/
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Harrison Ungar published North Carolina Agricultural and Technical State University in Organizations 2022-09-08 15:05:47 -0400
North Carolina Agricultural and Technical State University
As a public, high-research activity land-grant university, North Carolina A&T is a research engine, education center and economic catalyst serving not only this state, but the nation. With students drawn from nearly every state in America, and six continents around the world, our educational impact is as broad and deep as any university in the Southeastern United States. We are not only America’s top-rated historically black university (HBCU), but its largest for seven consecutive years, as well as its leading HBCU STEM institution. We produce more African American engineers and agricultural scientists than any university in the nation and are home to the top public HBCU business school in the country.
A&T has grown substantially over the past decade in enrollment, in academic programming and in research capabilities, adding four new centers of excellence in the past year alone. And we are nowhere near done. Our relentless implementation of a visionary strategic plan will see us expand to an enrollment of more than 14,000 by 2023, add important facilities like the $90 million Engineering Research and Innovation Center due to open in 2021 and a new 450-bed residence hall and grow our research program through expansion of strategic partnerships with a broad range of federal agencies and private concerns. We encourage you to get to know A&T, and what may be possible for your organization in relationship with America’s no. 1 HBCU.
https://www.ncat.edu/index.php
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3CC | Third Culture Capital
3CC | Third Culture Capital, a Boston-based, early-stage healthcare VC firm launched in 2021 with the mission to develop and support a network of “Third Culture Entrepreneurs” innovating at the intersection of culture and care delivery. We believe that 'third culture individuals' - those who "don't fit the mold" or are typically overlooked and underfunded - possess a diversity of experiences, backgrounds, and expertise which endow them with the vision, resilience, and adaptability to be exceptional healthcare entrepreneurs and leaders.
At 3CC, our purpose is to contribute to a future that is more equitable, inclusive, and sustainable for everyone, and we believe that harnessing the power of diversity can help create more value to not only the Venture Capital industry and startup ecosystem, but to global society as a whole.
https://www.thirdculturecapital.com/
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Fiducient Advisors
Fiducient Advisors is an investment consulting firm dedicated to helping our clients prosper. We provide both advisory and OCIO services to a wide variety of clients, including endowments/foundations, defined contribution plans, pension plans, financial institutions, and high net worth individuals and families.
https://www.fiducientadvisors.com/
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Harrison Ungar published VegTech™ Invest Management Advisory in Organizations 2022-09-08 15:05:30 -0400
VegTech™ Invest Management Advisory
VegTech Invest is the Advisor to the world's first and only ETF addressing Climate Change by disrupting the global food supply system through Plant-based Innovation. The VegTech Plant-based Innovation & Climate ETF, EATV, drives capital to companies that are innovating with plants and plant-derived ingredients to create animal-free products for sustainable consumption, helping to mitigate climate change and food insecurity. VegTech Invest is proud to have defined and launched a completely new impact asset class in the capital markets: Plant-based Innovation & Alternative Proteins. We not only believe that Plant-based Innovation and Alternative Proteins are at the beginning of a megatrend, but we believe that this megatrend has many positive ESG implications for a better world for people, animals, and the planet.
https://VegTechInvest.com
Resources:
https://www.esginvestor.net/forget-the-space-race-were-in-a-race-for-food-and-water/
