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 investorโs 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.