Lisette Cooper: A Calculated Impact


Lisette Cooper, Vice Chair of Fiduciary Trust and Founder and former CIO of Athena Capital Advisors, was featured in a June 2018 profile in AUM Boston, titled “A Calculated Impact.”

The article highlights how Athena Capital has developed its research-driven approach to incorporating values-based considerations into client portfolios. Commenting on what has been critical to succeeding with this approach, Dr. Cooper cites the firm’s investment-centric culture and commitment to customization and open architecture.

Dr. Cooper notes that while implementing client-specific mandates is paramount at Athena Capital, the firm is also committed to giving back to the development of the impact investing practice. Athena Capital’s efforts here have included authorship of white papers such as “Building Impact Portfolios” (2017) and “Investing in Gender Equality” (2018).

The full profile can be read here.