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 is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution, and essential investments in human capital, infrastructure and resource efficiency.

These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.

Resources from Impax Asset Management:

• Opportunities in the clean energy transition – perspectives from Impax (impaxam.com)

  • In this video, Impax experts discuss the transition to a clean energy system and the investment opportunities arising from it. In combination with a whitepaper and quiz, viewers are eligible for 1 hour of CE credit from the CFP Board, managed through Asset TV.

• 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.

• Innovating for impact: Impax and the World Bank

  • From empowering women to improving access to clean water and reducing emissions, our collaboration with the World Bank has produced fixed income securities targeting gender and climate-related goals.

• ESG Thinking: Assessing risks and opportunities in the transition to a more sustainable economy

  • Why Biden was right to veto legislation that would preclude ESG factors from investment decision-making in US retirement plans.

• Engaging for greater gender equality among Asian companies

  • Rising investor and regulator pressure on companies is encouraging, but the region’s pipeline of women in leadership must be developed.

• Water quality: A critical pillar of biodiversity

  • Solutions to the interrelated challenges of water quality and biodiversity loss.

• From Seed to Supper: Opportunities in food waste mitigation

  • Innovative companies are making the food and agricultural sector more efficient.

• Natural Selection: The investment case for addressing biodiversity loss

  • In this Q&A, Lisa Beauvilain, Global Head of Sustainability & Stewardship, and Chris Dodwell, Head of Policy & Advocacy, explain why biodiversity loss is critically important for investors to consider, and how investment opportunities are arising from reducing pressure on the natural world.

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