In 2024, we launched the Global Impact Fund—a portfolio of all‑cap, publicly listed equities focused on companies delivering solutions to some of the world’s most pressing challenges. Grounded in the 17 United Nations Sustainable Development Goals (SDGs), the fund applies a rigorous equity selection process designed to align values‑based investing with long‑term profitability.
As we reflect on 2025, we’re pleased to share our latest report, highlighting a selection of portfolio companies advancing quality of life, sustainability, alternative energy, and social inclusion—while continuing to generate positive outcomes for investors. We invite you to explore the full report and see how socially responsible investing (SRI) remains a powerful tool for building a more sustainable, inclusive, and equitable world.