Impact Stories

Investing to Make a Positive Impact

We’re proud of our ability to help clients make a difference in the lives of real people and in the health of our planet, while pursuing shareholder value at the same time. Through direct impact investing and shareholder advocacy, our clients have combined their passion with their investments to effect positive change. Here are a few examples of this impact over the years.

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Pushing progress on the climate crisis

Several years ago, we encouraged a global payments company—then virtually silent on climate issues—to take concrete steps to reduce its emissions. Today, the company is considered a climate leader in its sector.

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Helping co-ops succeed

For more than 40 years, we have invested in this community development loan fund, helping cooperatives and nonprofits create jobs and affordable housing in New England.

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Nurturing sustainable growth

Our investments in this nonprofit CDFI provide capital and expertise to help people, small businesses and nonprofit organizations in the Pacific Northwest.

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Building economic opportunity

Our investments in this fund have helped support thousands of local small businesses and affordable housing developments in the Greater D.C. area.

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