Portfolios aligned to your investment and impact objectives

 

What’s most important to you?

Peace and justice? Renewable energy? Clean water? Human rights? At The Palahnuk Group, we get to know what matters to you – beyond risk and return – so we can help you invest for the impact you want to have in the world.

After a discovery and analysis stage where we come to understand your priorities, time horizons, and impact priorities, we prepare a comprehensive plan with input from a team of dedicated professionals. We then present portfolios that reflect the impact you want to have in the world, with multiple scenarios so you can choose how and where you want to invest.

We manage your portfolio on an ongoing basis, there to guide you through spending decisions and investment opportunities, while offering you the level of day-to-day involvement you desire.

Where purpose meets performance

 

As pioneers in philanthropic financial planning and impact investing, we firmly believe that making an impact and achieving investment returns are not mutually exclusive – in fact, we believe that putting your money behind causes, industries and initiatives that matter to you can have very positive long-term personal and financial outcomes.

We offer hundreds of responsible investment solutions. When you work with us, you gain access to a broad range of investments from across the industry, including third-party managed solutions, mutual funds, exchange-traded funds (ETFs), equities, bonds and notes – all backed by industry-leading research.

Thematic investment example

 

Your impact priority:

Over 2 billion people lack access to clean drinking water. By 2025, 50% of the world’s population will live in water-stressed areas.

Sustainable development goals:

  • Water-related sector
  • Energy-related sector
  • Food & agriculture sectors

Investment opportunities:

  • Water and Air Themed fund
  • Alternative Energy Themed fund
  • Food and Agriculture Themed fund