Imprint executes clients' strategic plans in collaboration with their advisors or in-house investment teams. This can include portfolio construction, manager selection, transaction support, and reporting on both financial and social/environmental indicators.
- Portfolio Construction: We help clients design and construct diversified portfolios of mission investments. We help clients navigate mission investments by understanding each sectors' unique thematic trends, market drivers, sustainable impacts, and future outlooks.
- Manager Selection: We identify top-tier managers across issue areas that affectively integrate financial and mission criteria. We provide key insights across issue areas and asset classes by leveraging our experience and the expertise of our network partners.
- Transaction Support: We diligence individual transactions that meet clients' mission objectives. We utilize specialized network partners to ensure diligence meets institutional standards.
