Effective alignment requires navigating the vast landscape of sustainable investment opportunities while maintaining a fundamental focus on risk and return. We understand the challenges inherent in this balance, and we have the expertise to build an investment portfolio that aligns with your goals.
Mission-aligned investing
Your organization’s investment portfolio provides critical support for the programs that advance your mission. Aligning your portfolio with your purpose may provide additional opportunities to deepen your impact.
We offer expertise earned from more than two decades of work with organizations to integrate their social, environmental and financial goals into their portfolios. Your mission informs all aspects of the investment management process, from strategy development to investment selection and reporting.
Integrating your mission into your portfolio
Understanding your priorities
Mission-aligned investing originates from an exploration of your organization’s core values, programming and long-term financial needs. We serve as your partner in answering key questions, such as:
- Purpose. What does long-term success look like for your organization’s portfolio?
- Principles. What core values and beliefs should guide investment selection?
- Portfolio objectives. How can we help you take measurable steps to fulfill your portfolio’s purpose?
Identifying investments that enhance your impact
We believe sustainable investing strategies can achieve competitive financial returns.* We offer research coverage across all asset classes, in both public and private markets, and all types of sustainable investing strategies. Our robust pipeline of alternative investments includes a variety of impact investing strategies that strive to generate positive social and environmental outcomes alongside financial returns.
Holding your investments accountable
Our proprietary sustainability reporting platform provides insight into your portfolio’s progress towards achieving its mission, values-alignment and financial objectives.
We can provide detailed information on your exposures to a range of social and environmental issue areas along with case studies and impact metrics sourced from the managers in your portfolio.
Industry collaboration
Our strategic partnerships with industry leaders help to advance the sustainable investing industry. Below are some of the initiatives we are active in, some independently and others more broadly across the wider Franklin Templeton organization.
*Past performance is not indicative of future results. All investments carry risks, including the potential loss of principal.
