Total Portfolio Activation

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.

Areas of Impact

Impact Opportunities across Asset Classes

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. For the purposes of this guide, we
concentrate on five asset classes commonly found in a
diversified investor’s portfolio:

Cash and cash equivalents;
Fixed income;
Public equities;
Private equity; and
Real property.

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.