Impact Strategy

PRI

Recognition is not indicative of future performance. The United Nations-supported Principles for Responsible Investment (PRI) initiative is a network of international investors working together to put the six Principles for Responsible Investment into practice. The PRI were devised by the investment community and reflect the view that environmental, social and governance (ESG) issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time) and therefore must be given appropriate consideration into investment and ownership decisions when consistent with fiduciary responsibilities. In implementing the Principles, signatories contribute to the development of a more sustainable global financial system.

In signing the Principles, signatories publicly commit to adopt and implement them, where consistent with their fiduciary responsibilities. Signatories also commit to evaluate the effectiveness and improve the content of the Principles over time. Signatories believe this will improve their ability to meet commitments to beneficiaries as well as better align our investment activities with the broader interests of society.

For more information regarding the Principles for Responsible Investment, please click here. No fee, other than the standard application fee, was paid to be considered for this certification.

ImpactAssets 50 

Recognition is not indicative of future performance. ImpactAssets 50 (IA 50) is a representative list of funds from across the impact investing ecosystem. The publicly available database is composed of experienced and emerging private debt and equity impact investment fund managers committed to generating positive impact. The IA 50 is intended to illustrate the breadth of impact investment fund managers operating today. Firms have been selected to demonstrate a wide range of impact investing activities across geographies, sectors and asset classes. The database is updated annually to help investors and financial advisors identify experienced impact investment firms. The initiative is led by ImpactAssets, an independent nonprofit originally created by Calvert Impact Capital, which strives to increase the flow of capital into investments delivering financial, social, and environmental returns. The IA 50 is not an index or investable platform and does not constitute an offering or solicitation to buy or sell securities or a private placement or recommend specific products. Inclusion in the IA 50 List is not an endorsement of any of the listed fund managers and does not replace due diligence. For inclusion in the IA 50 2025 List, a fund manager is evaluated at the firm level for the following IA 50 Baseline Criteria: (a) 5 year minimum operating history, (b) operate in more than one country, in a country with significant population, in a sizable region of the United States, and/or an area where local funding is insufficient to support community needs, (c) manage assets that are recoverable, (d) accept US investment, (e) have demonstrated financial capacity/oversight, and (f) have demonstrated significant commitment to social impact and have tracked clear measures of social and/or environmental impact (GIIRS rating, use IRIS metrics, or other indicators to be determined). To be designated as an Emeritus Manager, a fund manager must meet the IA 50 Baseline Criteria as well as: (a) have a minimum of 5 years on the IA 50, (b) have demonstrated commitment to impact thesis and are actively investing. Emeritus Managers are selected based on the size and composition of the application pool. In 2026, there were 357 fund managers considered for IA 50 and 54% of those are included in the list. No fee was paid to be considered for the recognition.