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:

  1. Cash and cash equivalents;
  2. Fixed income;
  3. Public equities;
  4. Private equity; and
  5. 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.

Highlighted Projects & Resources

Total Portfolio Activation Tools for Racial Equity Investing

To grow opportunities in black and brown communities, significant long-term investments are necessary.

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Impact Investing in Sustainable Food and Agriculture across Asset Classes

This paper provides a framework for impact investors as they consider how to invest in issues related to food and agriculture across asset classes.

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Investing in Equality

This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes.

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Investing for Positive Impact on Women

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.

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Total Portfolio Activation

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.

Read More

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