Thematic Impact Investment Portfolios
Economic Mobility Portfiolio
Social Impact Goal:
Seeks to create economic opportunity for all with a focus on underserved communities
Financial Goal:
Seeks long-term capital growth and preservation with moderate risk
Strategy:
- Funds companies developing products and solutions for the underserved, particularly in emerging markets
- Invests in companies and municipalities offering fair wages and benefits to employees
- Screens out companies with poor track records in the way they treat employees, suppliers and the communities in which they operate
Environmental Stewardship Portfolio
Social Impact Goal:
Manages climate change risks and protects and conserves natural resources
Financial Goal:
Seeks long-term capital growth and reasonable capital preservation with moderate risk
Strategy:
- Funds companies developing solutions to climate change challenges
- Invests in companies that have reduced greenhouse gas emissions and overall resource consumption
- Screens out companies and municipalities with poor environmental practices
Gender Lens Portfolio
Social Impact Goal:
Supports the advancement of women in the workplace and beyond
Financial Goal:
Seeks long-term capital growth and reasonable capital preservation with moderate risk
Strategy:
- Invests in companies providing advancement opportunities for women and closing the gender pay gap
- Lends capital to businesses that are led by women or promote the well-being of women and girls
- Holds mutual funds with strong financial and social performance that are managed by women
Broad Social Impact Portfolio
Social Impact Goal:
Advances solutions to global challenges, including conservation, financial inclusion and access to healthcare
Financial Goal:
Seeks long-term capital growth and preservation with growth/higher risk
Strategy:
- Funds organizations that lend to low-income families and small businesses that lack access to formal banking
- Invests in companies developing solutions to aid the least advantaged and help conserve natural resources
- Screens out companies with poor track records in how they treat employees, the environment and their communities
