OUR STRATEGIC PARTNERSHIP.
To meet the demand for private market investments, we form strategic partnerships with leading managers. One example is our partnership with Stepping Stone Partners, a leading private impact investment consulting firm. Stepping Stone’s mission is to perform extensive due diligence and monitoring on private investments that target positive social and environmental outcomes while seeking competitive financial returns. We stand behind our combined belief that an increasingly connected and interdependent world will reward enterprises that focus on building an economy in balance with natural systems.
Through our deep financial networks, we have access to numerous private investment opportunities. These private investments can be direct deals or structured through trusted partnerships. We work closely with our clients to understand their objectives to determine if private investments fit with their long-term financial goals and values.
Download our fact sheet below to learn more about private market investments.