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Impact

Allocating Capital Toward
Systemic Solutions

Driving positive environmental and social impact through our
clients’ portfolios, in alignment with their mission, has been at
the core of Capricorn’s investment philosophy
since inception.

An Integrated
Approach to Impact

Impact is embedded in our firm’s DNA. We evaluate the potential for environmental and social impact – as well as negative externalities – at every step of our investment process.

We are committed to working with our clients to build portfolios that not only generate positive impact, but are well-positioned for the new social, environmental, and economic structures that will define the future.

Investing Across Key Environmental
and Social Impact Areas

We seek to generate impact for our clients in every asset class. Whether the investment is public or private, we categorize impact into four distinct issue areas. This framework facilitates integration of each client’s thematic goals into their long-term asset allocation.

Climate Change Mitigation & Resilience arrow right

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Back to Impact Areas

Protect natural resources and preserve the capability of the environment to support human life.

  • checkmark Forest conservation
  • checkmark Sustainable food & agriculture
  • checkmark Energy transition
    & resource efficiency
  • checkmark Clean energy
  • checkmark Energy efficiency
  • checkmark Sustainable transportation
  • checkmark Resource efficiency
  • checkmark Low carbon transition
  • checkmark Green real estate
  • checkmark Sustainable manufacturing

Healthcare arrow right

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Support healthy living through disease prevention, improved health care delivery, and health care technology.

  • checkmark Healthcare services
  • checkmark Healthcare innovation

Economic
Opportunity arrow right

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Back to Impact Areas

Improve the financial well-being and security of economically disadvantaged communities.

  • checkmark Affordable housing
  • checkmark Inclusive financing
  • checkmark Gender diversity
  • checkmark Racial equity
  • checkmark Access to quality education

Responsible Stewardship arrow right

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Back to Impact Areas

Strategically integrate impact priorities into investment diligence and business operations.

  • checkmark Aligning capital with ESG leaders
  • checkmark Engaging companies on environmental and social issue areas

Our Impact Principles

Impact Evaluation & Management


Our holistic impact framework enables consistent evaluation of our asset managers and portfolio companies. We regularly engage in dialogue about their progress and challenges.

Diversity, Equity, & Inclusion


We recognize the importance of diverse backgrounds, not only within our team, but also for the managers with whom we partner. We actively engage with fund managers to understand and improve diversity in our client portfolios.

Climate Risk Evaluation


We believe that every company has a responsibility to consider climate change – and that those who fail to do so face higher financial risks. Within our clients’ portfolio holdings, we measure greenhouse gas emissions, alignment with a low carbon future, and stranded asset risk.

Capricorn’s Impact Innovation


Over the past 25 years, we have identified numerous gaps in the impact investment ecosystem. To mobilize more capital to a broader array of issue areas, Capricorn has facilitated the creation of over 20 new strategies and asst management firms – all of which hold sustainability at the core of their respective investment philosophies.

Industry Partnerships

We believe in the power of collaboration to advance our collective missions. To support our clients’ interests, we have developed strategic partnerships with a range of non-profit networks and targeted initiatives, including: