Skip to main content
OCIO Solution

A Partnership to Catalyze
Global Change

For over 20 years, Capricorn has partnered with mission-
driven clients to generate strong risk-adjusted returns
through diversified, impact-aligned portfolios.

A Full-Service
OCIO Partner

Capricorn has served as a trusted investment manager and advisor since 2000 to families, foundations, and other mission-oriented investors. We build and manage long-term, multi-asset class portfolios, which align with the unique financial and impact objectives of our clients.

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 Approach
to Impact
arrow right
  • Investment Policy, Payout &
    Strategic Objectives
  • Asset Allocation
  • Research & Manager Selection
  • Investment Structuring
  • Risk & Liquidity Management
  • Ongoing Monitoring & Analysis
  • Ancillary & Advisory Services
for mission
  • 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

The Capricorn

We believe Total Portfolio Activation is the best way for investors to achieve enhanced risk-adjusted returns alongside their impact objectives, while also retaining the benefits of a prudent investment management firm.

Our OCIO Approach arrow right

A True
Partnership Model

We approach each client partnership individually. We work to holistically understand both a client’s financial objectives and mission, and seek to provide personal, high-touch service supported by our bench of investment expertise and operational resources. Our size allows us to remain nimble while leveraging structural economies of scale and access to high quality investment managers.

Meet Our Team arrow right
Leveraging Total Portfolio Activation
Leveraging Total Portfolio Activation