We work with institutional investors, fund-of-funds, family offices, endowments, wealth management platforms, and Registered Investment Advisors (RIAs).
How Asset Allocators Approach Impact
As the impact investing market grows (both in supply and demand), asset allocators are tasked with helping to make sense of the various investment strategies and products available in the market. They play a key role in ensuring the market scales with integrity and maintains a commitment to impact by understanding asset managers’ impact management approaches, holding them accountable to their individual standards and market best practices, and educating their clients or stakeholders about the advantages and disadvantages between different investment options.
The Impact Challenges That Asset Allocators Face
Asset allocators need to develop a nuanced understanding of the impact investing market and of impact management best practices to be effective. In other words, they need to know what investment strategies are active within their regions or thematic areas of focus, and how those strategies are best executed.
How Tideline Helps Asset Allocators Address These Challenges
Tideline helps asset allocators understand the impact investing market and be effective ‘gatekeepers’ to the market by providing education on impact management best practices and helping to build asset allocators’ own impact management approach and related taxonomies and contribution narratives. These asset allocators have a distinct set of considerations that they must take into account to evaluate the impact management approach of asset managers, which often covers aspects of the manager’s purpose, process, and performance.