Externally Managed Solutions

Philosophy and Approach

Objective: A combination of our due diligence capabilities and our research and data-driven platform enable an ability to look through external solutions to offer a high level of transparency for our clients and a proper fit within portfolios.

Dynamic: The universe of sustainable, externally managed solutions is growing rapidly from a small base. Our ongoing market analysis, due diligence monitoring and analytics allow us to rapidly evaluate new opportunities and optimize fully diversified investment approaches for different types of sustainable investing clients.

Unconstrained: We employ a hybrid investment architecture covering active and passive external solutions in public and private market investments. Where externally managed solutions are employed, we work with clients to create a solution that balances investment approach, cost, tax constraints (where applicable), and sustainability objectives.


Our analytics platform enables a view into externally managed solutions and full transparency for our clients.

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