Sustainable Investing at Rockefeller Global Family Office
The Rockefeller heritage in sustainable and impact investing dates back to the 1970s, when the family office began public and private investment programs that incorporated environmental and social values into the investment process. Rockefeller family members have long held the view that investment decisions have imperative moral, social and financial dimensions.
Socially Responsible Investing
A values-based decision to exclude portfolio holdings with objectionable business activities. The act of excluding portfolio holdings seeks to deny select companies or industries access to capital. Pioneered by religious organizations centuries ago.
Mission-Driven Impact
Investment approach that seeks to prioritize generating a positive environmental or social impact. Implemented by investors with patient capital and an ability to accept disproportionate risk and concessionary returns in order to achieve a desired environmental or social impact. Often used alongside grant-making portfolios to help advance a foundation’s mission.
Thematic
An investment approach designed to capitalize on opportunities that seek to provide solutions to many of today’s challenges. These are investment strategies designed to generate excess returns while catalyzing change alongside specific themes such as climate change, ocean health, diversity and affordable housing.
ESG Integration
Seeking to enhance returns or reduce risk by incorporating environmental, social and governance (ESG) criteria alongside traditional analysis as a part of the investment decision making process. Increasingly demarcated between ESG Leaders and ESG Improvers, which are firms showing the greatest improvement in their ESG footprint.
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