Kendall Sustainable Infrastructure, LLC (KSI) is a private equity company focused on producing outstanding returns and positive environmental impacts.  KSI is an affiliate of Kendall Investments a firm with a 12 year history. 

KSI manages investments into impact producing real assets, such as wind and solar energy projects with strong cash flows from long-term contracts (commonly called PPAs). The firm’s management has deep experience in power and equity markets and takes a long-term approach to this non-correlated and growing asset class.

Traditionally, Private Equity is associated with a “J-Curve” predicated on a favorable exit resulting from expectations of company growth and market enhancement. KSI’s approach is focused on direct ownership into core infrastructure projects that have completed development and are already cash flowing or about to cash flow.

Investments in sustainable infrastructure assets provide direct access to a basic need of society, energy, without the volatility associated with other methods. Furthermore, by utilizing on a non-depleting input such as sunlight, wind or water, these projects eliminate price risk associated with purchased commodities such as fuel.

Website & Other Published Materials 

www.kendallinvestments.com

Focus on: John Chaimanis, Co-Founder and Managing Director, Kendall Sustainable Infrastructure l The Journal of Environmental Investing

Impact Investing - Private Real Assets l LinkedIn, By John Chaimanis

ClearBridge Investments is a global investment manager. ClearBridge has a ESG program for clients who have adopted social investment policy guidelines. Through this program, ClearBridge encourages active company engagement and shareholder advocacy. ClearBridge recently launched the ClearBridge Sustainability Leaders Fund.

www.clearbridge.com

Boston Trust Walden Company is an independent, employee-owned firm that has provided investment management services to institutional and private wealth clients for more than 40 years.  The firm is committed to a distinctive investment philosophy, disciplined approach, and impact investing leadership.

On September 4, 2019, the company changed its name to Boston Trust Walden Company.  The new corporate name unified “Boston Trust & Investment Management Company,” the firm’s former legal name, and “Walden Asset Management,” the brand formerly used to represent the firm's impact investing practice.

www.bostontrustwalden.com

Trillium manages equity, balanced, and fixed income portfolios. As a firm, Trillium is dedicated to sustainable and responsible investing. They believe that ESG factors as apart of their financial analysis allows them to deliver to their clients long-term, risk adjusted performance.  

www.trilliuminvest.com

Resources:

•  Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation l Croatan Institute, Social Justice Fund Northwest, Out Leadership & Trillium Asset Management, September 29, 2016

Impax Asset Management has a commitment to corporate responsibility and environmental stewardship. They are dedicated to stimulating investment in the environment and efficiency. They focus their investments on a "small number of deeply researched global equity strategies across alternative energy, energy efficiency, water, waste, food and agriculture related markets". 

Resources from Impax Asset Management:

• Just too complex? Addressing biodiversity loss and the role of investors | Impax Asset Management, February 2022

  • Given nature’s critical role in underpinning our health and prosperity, there is no time to waste in reversing its destruction. Here, Impax Asset Management explains how we can begin to tackle the biodiversity crisis and the important part that investors can play.

• Climate change investment risk Update on the “Smart Carbon” methodology | Impax Asset Management, April 2017
  • Impax has been running three model portfolios based on modifications to the MSCI World Index, which reduce Exploration and Production (“E&P”) exposure to varying degrees, and in order to preserve energy price (factor) exposure, replace it with Energy Efficiency stocks. In this paper they report on the model’s continuing development and discuss why, over the past 18 months, reinvesting fossil fuel exposure in energy efficiency exposed equities has outperformed a “do nothing” approach. Since inception, the model portfolios have performed slightly better than the market with the full divestment option performing delivering a return of 45bps in excess of the “do nothing” MSCI World index, with limited impact on tracking error. 
    
    
• Investing in Water: Tapping into a Source of Resilient Growth l Impax Asset Management, November 2016
  • The water opportunity is surprisingly diverse and resilient with risk characteristics comparable to equity markets. It runs through the global economy; across many end markets, sectors and regions. Water also provides attractive opportunities through the full economic cycle encompassing both defensive and cyclical businesses.This paper highlights some of the interesting new developments and technologies in the rapidly growing water industry. It discusses the drivers of this market, catalysts for further change and the impact of tightening global water and water-related regulations.

• Mapping the Gap: The Road from Paris l Finance Paths for a 2-degree Future l Impax Asset Management, January 2016
  • This report was the culmination of a 6 month effort to project out the potential investment challenges and opportunities that lie ahead of us in our clean energy future out to 2040.  The final report was done with Bloomberg New Energy Finance and funded by Ceres, Climate Works, and other sponsors.  

• Climate Change: Now Risk Not Uncertainty l Impax Asset Management, June 2015
  • Recent developments in science and policy have had a major impact on the climate change issue, recasting it as a risk rather than an uncertainty, thereby facilitating the use of traditional investment management tools, particularly asset allocation.  Developments in energy efficiency markets have created options for investors to mitigate some of the risks implied by divestment.

Perella is a independent financial services firm. The agility strategy provides outsourced investment solutions for clients. This platform allows for the Outsourced Investment Team to customize investments to meet the clients' individual needs.

https://www.pwpartners.com/

At Pax World Investments, they believe that sustainable investing is not only a better, but a smarter way to invest. They define sustainable investing as "the full integration of environmental, social and governance (ESG) factors into financial analysis and decision-making".   The Pax World investment process includes identifying "top-down global investment themes, analyzing companies through bottom-up fundamental analysis, and integrating comprehensive sustainability and financial analysis". 

www.paxworld.com

Parnassus Investment manages six funds to meet various investment needs. Responsible Investing is at the heart of their investment approach. Each member of the investment team considers ESG factors, while two members of the team are dedicated solely covering ESG factors. 

www.parnassus.com

Imprint Capital is an impact investment firm. They create customized portfolios for their clients including foundations, families, and financial institutions. Part of this customization process is looking at the mission of each client and aligning their portfolio with that specific mission objective. They invest globally and focus on many issues areas including Energy & the Environment. 

www.imprintcap.com

Green Century Funds was founded by non-profit environmental advocacy groups as way of providing an investment option for people who care about the environment. They offer was they call the "triple-green" approach in order for those who invest to receive competitive returns while also remaining confident that they are investing in sustainable companies. Green Century offers two completely fossil fuel free mutual funds - the Green Century Equity Fund and Green Century Balanced Fund. 

www.greencentury.com