With new and ever-evolving impact investment mandates, family offices and their teams must navigate the complex intersection of return on investment and impact.
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.
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:
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 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.
Fact Finding and Documentation
Construction and Implementation
Managing and Monitoring
- Principal, Single Family Office, Europe
Numerous studies and statistics support our view that impact investing and mainstream financial returns are not mutually exclusive.