By 2024, family offices will increase their commitment to sustainable investments to nearly 1/3 of their average portfolio.*

With new and ever-evolving impact investment mandates, family offices and their teams must navigate the complex intersection of return on investment and impact.


First Affirmative – Your Partner on the Journey

With more than 30 years as the leader in environmental, social, and governance (ESG) and sustainable, responsible, and impact (SRI) investing, First Affirmative partners with family offices to deliver the impact investing insight, returns and economic, environmental, and social alignment that demanding families require.

We emphasize a collaborative, in-depth process to help produce and deliver outcome-oriented sustainable investment solutions that meet your family office’s financial and impact objectives.

How Will You Get There?

The interest in impact investing in the family office is expanding at a rapid pace, placing some private wealth managers in unfamiliar territory. We know you may have a lot of questions and we are here to answer a few of them below:

Q.How do we set a Custom Sustainable Investment Solution strategy?
Q.How do we manage our risk exposure?
Q.How can we identify appropriate investment opportunities for our area(s) of focus?
Q.What additional due diligence will be required?
Q.How do we construct investment portfolios?
Q.What about measuring impact?
Q.CSIS Impact Performance ?
Q.Can we implement this type of investment program cost-effectively?
Q.What about performance?
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The First Affirmative Competitive Advantage

Investment Expertise – We are a pioneer in ESG and SRI investing with over 30 years of experience.

Client Focus – We provide outcome oriented sustainable investment solutions underpinned by technology.

Passion – Our client assessment process goes beyond just meeting financial objectives.

Commitment – We deliver customized investments based on individual client risk, return, and impact objectives.

Accessibility – Development of products and digital platforms that are the future of reinvesting.

Committed to Shareowner Advocacy – We work on behalf of the clients of advisors, often in collaboration with industry partners, to engage with companies to positively influence their behavior.

Certified B Corporation – First Affirmative is proud to be a Certified B Corporation. In addition, we worked with the American Sustainable Business Council (ASBC) to support the legislation that passed the law that made Colorado (our home state), the 15th state to allow businesses to incorporate under the B Corp structure.

Our Process

Our unmatched institutional grounding in this ecosystem allows us to deliver a unique combination of the insights of fundamental research combined with the objectivity of quantitative portfolio construction techniques, products and services, and a focus on the client that can help get where you need to go.

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Fact Finding and Documentation

  • Establish understanding of organizational values
  • Set impact investment objectives, timing, risk tolerance, and liquidity requirements
  • Identify asset classes, geographic/industry sectors, and individual companies to be included/excluded
  • Formalize an impact investment policy statement (IPS)

Construction and Implementation

  • Identify appropriate investment vehicles
  • Assess client impact preferences and investment objectives
  • Submit recommendations for approval
  • Construct and implement impact Custom Sustainable Investment Solution

Managing and Monitoring

  • Monitor impact and financial performance
  • Update, rebalance, reoptimize portfolio as required
  • Identify new investment vehicles as needed
  • Compile and deliver periodic investment reviews

Dispelling the Performance Tradeoff Myth

"We are not willing to take a lower return just because it has social impact. If you do it the right way, you can achieve a return set to market."

- Principal, Single Family Office, Europe

We agree!

Numerous studies and statistics support our view that impact investing and mainstream financial returns are not mutually exclusive.

Let us tell you more!

Ready to Make the Next Move?

Contact Us

To review how First Affirmative's Investment Consulting Group addresses the top challenges for Family Offices and their ESG investment initiatives, complete the Contact Us form.

*Global Family Office Report 2019, UBS and Campden Research