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All in for impact: investing across asset classes

Blue Haven takes a total portfolio approach to investing, applying portfolio-management principles to for-profit and philanthropic capital. This integrated approach means it aims to optimize financial returns appropriate to each asset class or venture, with the ultimate objective of aligning its wealth-management activity with the values of the founders and their team. It stands out among family offices for aligning all of its investments for positive impact.

Public Equity

Public
Equities

Blue Haven invests in publicly traded companies through third-party investment managers. These advisors scrutinize and analyze the policies and behaviors of its holdings—including business practices, executive decision making, political spending and workplace and employee policies—in evaluating competitive financial and impact returns. Blue Haven works with partners to engage in proxy voting and shareholder advocacy to ensure best practices and sustainability in governance. While public equities are more limited in social and environmental impact than other asset classes, Blue Haven believes exposure to them is a healthy part of a long-term asset allocation.

Investments Include:
Essex Global Environmental Opportunities Strategy
Fixed Income

Fixed
Income

Blue Haven gains exposure to a range of strategies through fixed-income investments that offer a consistent source of income, dampen portfolio volatility and offer a high degree of liquidity. Often overlooked in the impact space, fixed-income markets provide capital for critical public purposes. Blue Haven seeks to increase the impact of this asset class through a combination of quantitative scoring and a qualitative assessment of the use of proceeds for underlying issuers. It invests through third-party managers.

Investments Include:
Breckinridge (Impact Overlay) BI (Barclays 1-10 Yr. Muni)SNW (HIP) BHI (Barclays 1-10 Yr. Muni)
Direct Investments

Direct
Investments

Blue Haven funds early-stage, innovative businesses that improve standards of living, create economic opportunity and deliver products and services cleanly and efficiently to underserved communities. It sources direct investments that are off the radar for most U.S.-based VC investors by finding and engaging talented entrepreneurs and growing its financial commitment over time. A key area of focus is sub-Saharan Africa, a region that it believes provides opportunities for impact and financial returns.

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Investments Include:
Clean Choice EnergyCrossboundaryKaribu homesM-KOPAMosaicPivotSpireUmati Capital
Alternative Investments

Alternative
Investments

Blue Haven invests in alternative asset classes including private equity, venture capital and hedge funds. Although typically offering less liquidity than some other investments, these ventures can reward risk with high financial and impact returns. Blue Haven seeks to maximize impact by screening third-party managers based on their criteria for making investments.

Investments Include:
Accion Frontier Inclusion Fund, LP CIM Enterprise Loan Fund Elevar Equity Fund III, LP Microvest Short Duration Fund
Real Assets

Real
Assets

Blue Haven invests in physical assets, such as real estate and sustainable timber, that can serve as hedges against inflation, currency price fluctuations and other macroeconomic factors.

Investments Include:
Althelia Climate Fund IV LP Lyme Forest Fund IV LPVision Ridge Sustainable Asset Fund, 2011 LP
Philanthropic Investments & Grants

Philanthropic CApital
& Grants

While markets can be highly effective at scaling solutions, many great ideas require grant funding. Blue Haven believes philanthropy is an essential part of a well-diversified portfolio and uses this asset class strategically when market-rate financial returns do not make sense. With a bias towards organizations in early stages of growth, Blue Haven funds a range of projects, from supporting the field of impact investing to improving civic engagement through a donor-advised fund with ImpactAssets.

Investments Include:
B LabHarvard UniversityIssue OnePrimeWharton Social Impact Initiative