Clean Portfolio Project

The Clean Portfolio Project takes a total portfolio approach to fossil-free investing in integrated climate solutions. With the input of an expert advisory panel, the project creates model portfolios that help individuals and institutions not only divest from fossil fuels but also invest in diversified solutions to climate change. The portfolios build upon Croatan Institute’s framework of total portfolio activation, encouraging investors to re-allocate capital to high-impact opportunities across asset classes.

About

The project was born out of a collaboration with the Social Capital Markets Conference (SOCAP) in 2015, which led to the development of the initial Divest-Invest Clean 15 portfolio that was released at SOCAP16 in San Francisco. The Clean 15 portfolio highlights fifteen investable strategies across five major asset classes in themes ranging from renewable energy and sustainable infrastructure, to organic agriculture and clean technology.

The Clean Portfolio Project is now in a new phase of work, developing even more diversified portfolios, with exposure to new asset classes, broader selection criteria, and a wider array of investment strategies. The Institute is currently seeking additional sponsors to support the expansion of the Clean Portfolio Project and associated investor events taking place around the country.

Mobilizing Philanthropic Capital Across Asset Classes

Hosted by the Croatan Institute’s Clean Portfolio Project, this session from Vertue Lab’s Fuel 2020 Conference explores total portfolio approaches to fossil-free investing in integrated climate solutions.Learn how philanthropic investors working in various asset classes, such as fixed income, private debt, venture capital, real assets, and public equities, are making investments in climate solutions in clean tech, community resilience, renewable energy, energy efficiency, sustainable forestry, and more.

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