Invest with Impact
We align your investment portfolio with your personal values.
Take the Values Assessment and Learn What Your Impact Persona Is.
How well does your portfolio support the causes you care about? Take a free, 3-minute assessment to start finding out
You Invest in the Impact Themes that Matter to You, We Measure the Impact
We have illustrated how the invested capital at Portola Creek has created impact compared to the same amount of capital invested in the S&P 500.
Impact metrics are illustrative and based on aggregated data and third-party methodologies. Actual outcomes may vary depending on investment strategy and market conditions.
Ocean Health
We drive capital to support sustainable aquaculture, marine conservation, renewable energy, and plastic reduction technologies to restore ocean health and abundance.
Climate Action
Your investments help reduce carbon emissions — delivering a material reduction in CO₂ emissions versus traditional portfolios.
Gender Equality
Your capital supports companies advancing workplace equity and leadership diversity — achieving greater gender representation than market benchmarks.
Sustainable Resource Use
Your investments support more efficient use of materials, energy, and natural resources — contributing to lower resource intensity and reduced waste compared to traditional benchmarks.
Inclusive Economies
Your investments support fair employment, access to financial services, and economic participation — creating broader inclusion compared to traditional investments.
Peace & Justice
Your investments supports initiatives that contribute to conflict reduction and institutional stability.
