Sustainable Finance

Investment should create social value along with financial returns. Croatan Institute's work has used quantitative and qualitative methodologies to track trends within the sustainable and responsible finance field. Our work has analyzed the growth of community and place-based investing, developed new methods for achieving social and environmental impact across asset classes, and worked with institutional investors to take action on climate. In particular, we bring expertise in the clean energy and green bond space, public equity shareholder engagement, and international timberland investment.

 

 

 

 


Projects

  • Clean Portfolio Project

    Developing educational fossil-free portfolios using a total portfolio approach to investing in climate solutions.

  • Action on Climate

    Helping investors examine climate change through various interconnected approaches: integrating climate change into your investments; reducing your portfolio’s carbon intensity, investing in climate solutions, divestment; engaging with corporations, and engaging with policymakers.

  • Sustainable and Responsible Investment Trends

    Tracking SRI trends, based on intensive research, surveying, and analysis of institutional investors and money managers across all asset classes.


  • Total Portfolio Activation

    Identifying and seizing opportunities for investor engagement on social and environmental issues across asset classes.

     


  • Clean Energy and Bond Finance Initiative

    Developing a framework for institutional investors to invest in clean energy bonds.


  • International Investment in Farmland and Forests

    Holding institutional investors accountable for land-grabbing in international agricultural holdings.


  • Investor Action on Climate Change

    Enabling mid-sized institutional investors to take action on climate change.


  • Redesigning Finance

    Engaging civil society stakeholders and business leaders in conversation about a more resilient and sustainable economic system.

  • Mission-Related Investing

    Supporting foundations that are multiplying their impact through investment assets.