Investment Management
& Advisory Services
Our customized investment management
and advisory services are tailored to support
mission-driven families and foundations.
Our
Investment Philosophy
We seek long-term capital appreciation and superior risk-adjusted returns by integrating sustainable investment practices and financing commercial solutions to pressing global challenges.
Prioritize sustainable, long-term
capital appreciation and risk-adjusted returns
Our
Investment Philosophy
We seek long-term capital appreciation and superior risk-adjusted returns by integrating sustainable investment practices and financing commercial solutions to pressing global challenges.
Focus on equity orientation
while ensuring diversification
for liquidity management
Our
Investment Philosophy
We seek long-term capital appreciation and superior risk-adjusted returns by integrating sustainable investment practices and financing commercial solutions to pressing global challenges.
Build lasting partnerships
with managers to achieve excess
returns through investment selection
Our
Investment Philosophy
We seek long-term capital appreciation and superior risk-adjusted returns by integrating sustainable investment practices and financing commercial solutions to pressing global challenges.
Impact and sustainability factors
are integrated into every aspect of
our investment process
Our
Investment Philosophy
We seek long-term capital appreciation and superior risk-adjusted returns by integrating sustainable investment practices and financing commercial solutions to pressing global challenges.
Activate all asset classes and
investment strategies in support of
broader financial and mission goals
Our Services
Our services encompass comprehensive investment management and advisory solutions, offering both discretionary and non-discretionary options to help clients build resilient portfolios aligned with their financial objectives.
Governance & Advisory
Board and investment committee engagement
Investment Policy Statement revisions
Strategic asset allocation, policy benchmarks
Unique Considerations
Mission and values integration into the portfolio
Transition planning with legacy assets
Thoughtful custodian, legal, and tax considerations
Portfolio Construction
Capital markets assumptions
Manager due diligence
Ex-ante and market scenario, stress testing
Risk Management
Active portfolio monitoring and oversight
Volatility, liquidity, impairment analysis
Continuous assessment of risk parameters
Portfolio Monitoring
Manger selection and termination
Quarterly manager meetings
Performance and impact attribution
Budgeting Support & Analysis
Spending policy redevelopment
Cash flow analysis for liability/liquidity
Forward-looking projections
Leveraging Total Portfolio Activation
We believe mission-driven organizations can reflect their mission through their investments, creating scalable impact while meeting risk and return objectives. Capricorn specializes in building long-term, diversified portfolios integrating our clients’ core impact objectives – harnessing what we call Total Portfolio Activation.
Our Approachto Impact
Endowment
Management
- Investment Policy, Payout &
Strategic Objectives - Asset Allocation
- Research & Manager Selection
- Investment Structuring
- Risk & Liquidity Management
- Ongoing Monitoring & Analysis
- Ancillary & Advisory Services
Portfolio
Activation
for mission
Alignment
- Impact and Responsible
Investment Philosophy - Alignment of Mission with Key
Impact Investment Themes - Diversity and Inclusion in Investing
- Climate Positioning & Risk
- Ongoing Impact Monitoring
& Measurement
To Construct An Asset Allocation Framework
- Specialist Funds
- Custom Baskets
- Thematic Exposures
- Renewable Infrastructure
- Sustainable & Affordable Real Estate
- Carbon Offset-Related Assets
- Sustainable Agriculture & Water
- Private Credit
- Opportunistic Credit
- Direct & Marketplace Lending
- Bank Deposits
- Treasury Bills
- Green & Social Bonds
- Supranational Bonds
- Clean Transportation
- Clean Energy Production & Storage
- Inclusive Financing
- Earth Observation
- Sustainable Asset Management
- Specialty Finance
- Hedged & Uncorrelated Strategies
- Carbon-Related Trading
A Client-Centric Approach to Partnerships
We enable our clients to achieve their financial and impact objectives by combining investment and operational excellence with proactive administrative support. We focus on transparency, reliability, and diligent service to ensure a comprehensive investment management experience for our clients.
Meet Our Team
Engage
We take the time to understand each client’s unique goals, values, and risk appetite. Through open and transparent dialogue, we align on expectations and establish the foundation for a long-term, collaborative partnership
Design
We develop a customized investment framework that begins with crafting an Investment Policy Statement (IPS) that governs the strategic asset allocation model, performance benchmarks, impact priorities, and an implementation framework for portfolio construction. Our design process ensures alignment between financial goals and mission-driven outcomes
Manage
We execute and provide ongoing oversight to deliver sustained value. By actively managing the portfolios with a disciplined approach, we continuously monitor performance, risk exposure, and market dynamics. Through frequent engagement and reporting, we ensure the investment strategy remains adaptive and responsive to evolving needs
Activate
Beyond portfolio management, we empower clients to amplify their mission. Using a Total Portfolio Activation approach, our clients leverage the investment portfolio as a powerful tool to drive transformational impact