White Paper: Total Portfolio Activation – A Framework for Creating Social and Environmental Impact Across Asset Classes

Tides and Trillium Asset Management, LLC (Trillium) are pleased to announce the publication of a white paper: Total Portfolio Activation – A Framework for Creating Social and Environmental Impact across Asset Classes.

Prepared by Tellus Institute, an interdisciplinary not-for-profit research and policy organization based in Boston, MA – with the guidance and close collaboration of Trillium and Tides – the paper provides concrete steps to help institutional investors begin working toward a fuller activation of their portfolio in support of their mission.

The basic insight that drives Total Portfolio Activation is that every investment across every asset class has social and environmental impacts—positive and negative. The new paper provides both a framework and a set of analytical tools to help mission-driven investors understand the specific impact opportunity set that can be pursued across every asset class in their portfolios.

In addition to wide-ranging research on the burgeoning field of sustainable, responsible, and impact investing, the authors relied on the advice and examples of numerous investors, investment officers, and fund managers who agreed to speak about their efforts to pursue investment impact, whether across their portfolios or within asset classes.

The paper can be downloaded here.