Total Portfolio Activation

A Framework for Creating Social and Environmental Impact across Asset Classes

Joshua HumphreysChristi Electris, Ann Solomon

Jaime Silverstein

August 2012

Starting from the idea that every investment across every asset class has social and environmental impacts—positive and negative—this paper seeks to provide concrete steps to help any institutional investor begin working toward a fuller activation of their portfolio in support of their mission. The tools are particularly helpful to foundations, endowments, faith-based investors, nonprofits, and other mission-driven organizations looking to align their investments with their programmatic goals and values.

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Total Portfolio Activation

TPA 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.

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