Croatan Institute Releases New White Paper on Investing for LGBT Equality

September 29, 2016

A group of investors has released a new white paper, Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation. The paper was prepared by Croatan Institute with the guidance of the Social Justice Fund Northwest, Out Leadership, and Trillium Asset Management. The paper provides a framework to help impact investors expand the scope of investing in LGBT issues across asset classes. It is the first effort to structure a total portfolio approach thematically around LGBT equality.

Research by Credit Suisse has shown that investing in businesses that proactively provide LGBT-friendly work environments does not result in a sacrifice in investment returns.1 As studies begin to make a strong case for investing in LGBT equality, impact investors are beginning to think holistically about their entire diversified investment portfolios. By using the Total Portfolio Activation framework, investors can identify opportunities to integrate LGBT issues across the full spectrum of asset classes.

“This paper highlights both current opportunities to invest in LGBT issues and gaps where new innovations are primed to emerge,” said Kristin Lang, Associate at Croatan Institute. “We hope that investors and foundations alike can use the Total Portfolio Activation framework as a blueprint for crafting their own investment strategies that positively impact the LGBT community.”

For more information, contact Kristin Lang at kristin [at]

The paper is available here.

The full press release is available here.