Our Investment Strategy

We construct diversified portfolios of private equity and venture capital funds and co-investments, rigorously selected for their potential to generate measurable, positive impact and competitive financial returns.

Our unique value proposition lies in our ability to identify and add value to 100% impact-aligned investment firms. This includes funds with strong track records of driving positive impact and financial returns, emerging managers that are committed to making impact a central pillar of their investment strategies, and “whisperers” that have financial track records but are building out their impact capabilities. We actively support both as an Impact LP, helping them build their firms and the industry.

We uphold the highest standards of institutional-quality underwriting, back-office operations, and risk management. Our unique combination of financial acumen, operational excellence, and uncompromising impact rigor positions us to scale strategically and thoughtfully, driving sustained value as the market for impact investing develops. 


We currently deploy capital through two specific strategies which provide access and impact across themes, stages, and geographies, always optimizing financial returns and impact side-by-side.

Private Equity

 
 

Within our Private Equity strategy, we build a portfolio of funds balanced across the growth equity and buyout stages, and co-invest in select portfolio companies of these funds, looking for compelling financial prospects, deep impact, and clear alignment with the differentiating expertise of the relevant fund.

Partnerships

 
 

Our Partnerships strategy allows us to craft bespoke investment vehicles, tailored to meet the specific objectives of our partners. These solutions can combine fund investments and co-investments, from early-stage venture capital to buyout, and align with any of our three core investment themes. We are currently partnering with Bernstein Private Wealth, an arm of Alliance Bernstein.

Impact Outcomes

We seek to create meaningful on-the-ground impact across three interconnected themes where impact and financial returns reinforce each other.

Economic Opportunity

There are many barriers to economic stability and mobility in our society. The tools needed are not equitably distributed. We are seeking investments that will close those gaps, especially related to increasing earning potential, improving financial wellness and accessing quality education.

Environmental Sustainability

Climate change is the biggest threat to our planet, and disadvantaged populations are the most vulnerable to its effects. We are seeking climate change mitigation and adaptation investments, especially related to transitioning to clean energy, improving resource efficiency and adapting to climate change.

Health Equity

Health is a fundamental human right, yet existing products and services are not serving all people across their stages of life. We are seeking investments that will close those gaps, especially related to healthier aging, improving mental & behavioral health, super-powering the workforce and enabling inclusive care.

Learn about the investment criteria for the funds we select:

We are committed to building the impact investing ecosystem as an active Impact LP and invest in firms that are deep and authentic about impact.

Fund Criteria →
We have evolved over the years to support the needs of the developing impact investment industry. To learn more about our history, see our "Who We Are" page.

This content is provided for informational purposes only and should not be relied upon as investment advice. The strategies described represent investment approaches we may pursue but do not guarantee specific outcomes or results. Nothing presented herein constitutes an offer to sell, or a solicitation of an offer to buy, any security. Please see our Terms of Use for additional disclosures.