Investment ManagementConducting our business with integrity

INVESTMENT MANAGEMENT

Investing for the future: responsibly, efficiently, professionally!

Investment Strategy Statement

Investment Strategies

Our investment strategy is driven by a commitment to make more of our capital work for our mission. We provide growth capital to businesses with a proven business model, mission-aligned management teams and the potential to generate social impact at a scale necessary to make a difference.

We invest globally with a strong focus on emerging markets with the goal to create impact where the need is highest while achieving risk-adjusted financial returns.

Our investments must generate market risk-adjusted returns, allowing us to grow and replenish our endowment. In practice, this has generated two broad types of investment. By testing whether we can deploy significant investments through an impact-lens, we are really asking ourselves whether we can deploy all of our investments in this way.

Investment stewardship

Funding Risk Management

We help our clients manage their balance sheet risk and support their asset and liability management decisions by providing a thorough assessment of both their scheme assets and liabilities. We adopt a holistic and robust approach by looking at both sides of the balance sheet - assets and liabilities.

We apply a rigorous approach to portfolio & risk management, which has contributed to an outstanding track record and high levels of client satisfaction. Our aim, in turn, is to catalyze a similar level of ambition and urgency among our full range of stakeholders.

We forge strong, collaborative partnerships with fund managers. Entrepreneurs, you are this world’s true innovators, the change-makers of your time. We are here to stand by you, to support you and bring you expertise along the way.

Customer Quotes

You can ask for testimonials by contacting returning customers.