5 Family Offices Making Impact Investments

Written by Renae Hatcher | Oct 22, 2019 7:36:39 PM

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Using FINTRX, the leading family office data and research platform, which covers hundreds of families active in ESG/impact investments, we've shared five family offices making impact investments in an array of industries, sectors, and asset classes.

What Makes Impact Investing Attractive to Family Offices?

Impact investors make investments in companies, organizations, and/or funds intending to generate valuable social or environmental impact alongside a financial return. Investing with high standards to maximize financial performance and public benefit, impact investors aim for a financial return while also making a positive impact on the communities in which we live. These investments are immensely attractive to the family office ecosystem as they put forth the agenda of investing in a responsible manner, besides producing a strong ROI.

1. Pierre Omidyar Single Family Office

The Pierre Omidyar Single Family Office is a Redwood, CA-based single-family office with additional establishments in Asia, Europe, and Africa. Since its inception in 2004, Omidyar has worked with its partners to impact people, communities, and the greater world through its investments. Omidyar Network invests in both public and private equity across a broad range of sectors, regions, and asset classes while maintaining a disruptive mindset and social impact focus. These initiatives operate under the firm's principles of individual access, connection, and ownership.

2. Blue Haven Initiative (Simmons Single Family Office)

Blue Haven Initiative is a Cambridge, MA-based single-family office dedicated to putting wealth to work for competitive returns and positive social and environmental change. As one of the first family offices created with impact investing as its mission and focus, Blue Haven manages a diversified investment portfolio across asset classes from public equity and direct investments.

3. Treehouse Investments

Treehouse Investments is a New York City, NY-based single-family office, with an additional office in Puerto Rico. The firm focuses a majority of its investment efforts on clean energy sectors such as solar and wind energies.

4. BSW Wealth Partners Multi-Family Office

Founded in 1992, BSW Wealth Partners is a Boulder, CO-based multi-family office that serves a variety of high-net-worth clients including private investors and medical professionals, providing them with a full-spectrum offering of investment management and various other family office services. The firm invests in both public and private equity across a range of sectors, regions, and asset classes, and is highly interested in impact investing.

5. Vandewater Capital (Aintabi Family Office)

Vandewater Capital is a single-family office in New York City, NY that invests in public and private equity across a variety of sectors, regions, and asset classes. The firm specializes in originating, structuring, and making proprietary principal investments across a myriad of industries, including green energy.

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