Impact Investing for Small, Place-based Fiduciaries - A United Way Study

Impact Investing for Small, Place-based Fiduciaries - A United Way Study

Aperio Group was asked by the United Way of the Bay Area (UWBA) to demonstrate how their public equity portfolio could be managed to capture broad equity market returns while emphasizing Bay Area companies and companies whose behavior is most consistent with the mission of UWBA (published by The Federal Reserve Bank of San Francisco, Working Paper: Impact Investing for Small, Place-based Fiduciaries: The Research Study Initiated by the United Way of the Bay Area, Dec. 2012)

Delivering World Equities with Impact While Satisfying NextGen Daughter and Sophisticated Investment Consultant

Delivering World Equities with Impact While Satisfying NextGen Daughter and Sophisticated Investment Consultant

Client told her consultant: “When I look at my portfolio I want to see companies that will change the world!”  Aperio worked with the investor and her consultant to create a customized strategy that met her social and impact criteria while tracking the MSCI World Index.

Challenge

The consultant needed to balance his client’s desire to make a difference with her wealth with his fiduciary responsibility to ensure the highest net return on a risk-adjusted basis.

Partnering on a New Mutual Fund

Partnering on a New Mutual Fund

Aperio helped a large religiously-affiliated fund sponsor provide investors with the first MSCI ACWI ex US index fund with a socially responsible screen.

Custom values: Animal Sanctuary Organization

Custom values: Animal Sanctuary Organization

A well-known national animal sanctuary organization wanted a humane investment portfolio screened for specific criteria.  Aperio built a custom portfolio to match the society’s seven criteria, but with low tracking error to the Russell 1000.

Expressing religious values in investment portfolios

Expressing religious values in investment portfolios

Consultant’s client needed a portfolio that adhered to the United States Conference of Catholic Bishops Socially Responsible Investment (USCCB SRI) Guidelines.  Aperio developed a custom Catholic portfolio to track the Russell 3000.    

Customizing a portfolio to match a family foundation’s mission

Customizing a portfolio to match a family foundation’s mission

A family foundation was frustrated with investment experts who dismissed its social concerns and social experts who lacked investment acumen. Aperio worked with the family to define their values and create a custom portfolio that tracked a standard benchmark: the Russell 1000.

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