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Mission Aligned Investing

Mission aligned investing can be accomplished in many ways. We assist our clients who desire an investment strategy aligned with and reflective of their values by creating and/or implementing a customized portfolio solution that fits their needs and mission of their specific organization. While there are many ways to achieve this, LCG’s goal is to create a customized portfolio that seeks to meet the objectives, tolerances, and preferences of each of our clients. Some of the missions aligned services LCG provides are below:

  • Education on mission aligned portfolios
  • Spectrum of implementation: Faith driven, Mission driven, Values aligned.
  • Policy Development
  • Exclusionary screening
  • Inclusionary screening
  • Private capital and hedge fund – exclusionary implementation
  • Impact Investing
  • Customized performance reporting
  • Monitoring
  • Measurement

LCG does not have a “one size fits all approach” nor do we sell funds or packaged solutions. Our role is to help our clients create a completely tailor-made portfolio that reflects the values of their institution.

Market perspective: The Ins and Outs of Mission‐Based Investing