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Opening access to private market investments that target non-correlated competitive returns.

We take pride in the level of due diligence and service we bring to all our clients’ private holdings. Based on our long track record in the private investment space, we bring a deep bench of knowledge to the table. We work with our clients to understand their private assets, all which have uniquely idiosyncratic characteristics from private businesses or private funds to private land deals.

Impact Investing:

Private Investments Designed to Unlock Environmental or Social Solutions

Across the world there is increasing interest in Impact Investing. There are many different definitions for what “impact” really means. We regard impact investing as directing private investments where its intention is to generate beneficial social or environmental impact — along with financial returns.

Impact Investing Global Drivers:

Enterprises that look further ahead and embrace social and environmental constraints and opportunities will, in the long run, outperform those that favor the status quo.

No matter how you define Impact Investing, there is wide agreement that certain global drivers are propelling it into the spotlight – population growth, competition for resources and climate change.

Impact Investing Growing Around the World

Source: GIIN


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.

More about our partners

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.

Private Investments Impact
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