For Advisors | Align Impact.jpg

For Advisors 

 

 
 

We partner with you to co-create a firm-level impact investing strategy and provide a product offering across asset classes for your advisors and their clients.

Align was built to serve financial services providers, including advisors, investment consultants, and fiduciaries in a customized manner. We offer the following services to organizations looking to take their first steps into impact investing or building a 2.0 version based on their learnings.

 
Arrow_Yellow+copy.png
 

1) Firm level engagement

Meant to help advisory firms clarify their authentic value proposition, mission statement, and services related to impact investing. Our engagements and ongoing support are customized to your firms’ needs.

⬤ ⬤ ⬤

2) Align’s Platform

We provide access to, and ongoing reporting on, our Platform of best-in-class, third party managers and investment products that have been fully vetted by our investment research team and reviewed and approved by our internal investment committee with input from our external investment committee. This constitutes our best thinking around authentic, market-rate, impact investments across asset classes that are actionable and implementable at scale.

⬤ ⬤ ⬤

3) Specialized private market solutions

In addition to Align’s platform, we support implementing specialty private market solutions, including setting up special purpose vehicles, fund-of-funds or pooled vehicles as a way to access approved investments, and lower negotiated minimums or favorable terms when available.

⬤ ⬤ ⬤

4) Investment research

Align’s research is rooted in investment rigor, empirical data, historical context, and authentic impact research that leverages 1,800+ reports, white papers, and articles catalogued by issue area and asset class. On behalf of clients, we have conducted deep dives into 20+ issues areas like animal welfare, racial justice, gender lens investing, and climate solutions to name a few.

⬤ ⬤ ⬤

5) Custom Diligence

Align can work with clients to provide custom white labeled due diligence services for client-mandates.This service typically requires an initial engagement to clarify the criteria and is usually designed around a pre-determined plan for sourcing and decision-making as well as the number of investments.

⬤ ⬤ ⬤

6) Training and education

We provide training and educational support through monthly or quarterly calls that covers content in-demand by you and your advisors. Select examples of topics covered in the past include shareholder engagement, green bond issuance, faith-based investing, ESG rating methodologies, navigating Opportunity Zone, and investing in Pay for Success contracts.

 
 
 

Engagement Model

 

 

We recognize that every institution will be at a different stage of its journey towards incorporating impact investing. Our goal is to deliver engagements that form the basis of long-lasting and fruitful relationships between our firms. Here is our recommended engagement model as we partner towards that goal together:

 
Arrow.png
 
 
Red_BG.png

 Phase 1

Discovery Conversation
& gap Analysis

Red_BG.png

 Phase 2

Medium-Term
Implementation Tools

Red_BG.png

Phase 3

Implementation &
Ongoing support

Red_BG.png
 
 
Screen Shot 2020-09-15 at 1.20.24 PM.png