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2022 Impact investing annual report

Please read the full piece here.

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Investing for Impact

Partnering with our clients to positively impact community and social outcomes through fixed income investments offering safety, liquidity and competitive returns.

Impact investing annual report

Our 2022 Impact investing annual report provides an in-depth view of our fixed income impact-focused strategies, highlighting the change and growth that occurred in 2022 and how we believe our investments are contributing to pioneering solutions that seek to mitigate climate change, reduce inequalities, and create a more prosperous society for all.

If you are interested in how clients are using their influence to make an impact in their communities or across themes, or to see examples of what impact investing can look like, we invite you to take a look.

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Disciplined fixed income investing dedicated to positive social and environmental impact

High quality, liquid fixed income investment strategies that build stronger communities by financing affordable housing, job creation, healthcare, education and infrastructure projects that foster sustainable economic development.

Improving environmental sustainability and economic prosperity for people, communities, and the planet

We invest only in projects that promote the health of the Environment- including renewable energy, clean air and water, land preservation, efficient resource use, and environmental remediation or that invest in People- Individuals or groups of individuals who are disadvantaged, vulnerable, marginalized, or underserved either socially or economically.

The intersection of financial returns and social benefits

Advances social justice in market-rate investments through the creation of customized securities that support underserved people and communities in the US.

Rigorous, proprietary impact measurement framework grounded in the UN Sustainable Development Goals

Our proprietary impact measurement framework evaluates all investments for influence on the United Nations Sustainable Development Goals (SDGs), a global agenda to end poverty, protect the planet, and ensure prosperity for all by the year 2030.

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Inclusive Leader Award

Ron Homer honored as a recipient of Global MindED's Inclusive Leader Award.

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