Total Portfolio Activation Tools for Racial Equity Investing
To grow opportunities in black and brown communities, significant long-term investments are necessary.
Building on the long-standing work of a wide range of sustainable and responsible investors and researchers, Total Portfolio Activation 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.
Asset classes are the central focus for the Total Portfolio
Activation framework because each has distinctive social
and environmental functions, as emerging research has
begun to show.2 For the purposes of this guide, we
concentrate on five asset classes commonly found in a
diversified investor’s portfolio:
By understanding the specific social and environmental
functions of asset classes and the kinds of activities
that generate impact within them, investors can pursue
impact in much more deliberate and strategic ways and
move toward the activation of an entire portfolio for
mission-related impact.
To grow opportunities in black and brown communities, significant long-term investments are necessary.
This paper provides a framework for impact investors as they consider how to invest in issues related to food and agriculture across asset classes.
This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes.
This paper applies the Total Portfolio Activation framework to help mission investors maximize their social and environmental impact across their entire portfolios and to generate positive benefits for women and girls.
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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