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Annual Disclosure

2025 Sustainability
Impact Report.

A comprehensive analysis of our ESG integration framework, climate risk modeling, and stewardship outcomes for the fiscal year ending December 31, 2025.

Full Report (PDF)

Version 1.0 - 4.2 MB

Public
Executive Summary

Accelerating the
Transition.

Carbon Intensity

-18%

Reduction in portfolio carbon intensity vs. 2024 benchmark.

Capital Deployment

$850M

New capital committed to climate solutions and infrastructure.

Engagement

94%

Of portfolio companies engaged on governance issues.

Key Themes

  • 01.

    Grid Modernization

    Analysis of the $4T opportunity in upgrading global energy transmission networks.

  • 02.

    Supply Chain Resilience

    How nearshoring and ESG audits are reshaping industrial valuations.

  • 03.

    Natural Capital

    First-year results from our biodiversity credits pilot program.

A Letter from the CIO

"2025 marked a pivotal year for sustainable investing. We moved beyond the debate of 'why' to the rigorous engineering of 'how'. Our focus remained steadfast on materiality—identifying ESG factors that directly impact the cost of capital and long-term cash flows."

This report details not just our successes, but our challenges. Transparency is the bedrock of our fiduciary duty, and we believe that honest reporting is the only path to genuine progress."

Sarah Chen, CFA

Sarah Chen, CFA

Chief Investment Officer

Partnership Inquiry

Preserve Legacy.
Compound Trust.

Access institutional-grade private markets, bespoke liability management, and multi-generational governance. The conversation starts here.

Contact Offices

$14.5B

AUM

26 Years

Track Record

4 Offices

Global Reach