IMPACT

INVESTING

Unlocking the potential
for outperformance
and system reform.
ALIGNING YOUR WEALTH WITH
YOUR WORLDVIEW
WHAT ARE THE MOST IMPORTANT ISSUES YOU’D LIKE TO ADDRESS WITH YOUR INVESTMENTS?
WHAT KIND OF LEGACY DOES YOUR FAMILY WANT TO LEAVE?
Personal questions like these have become more frequent in recent conversations with our clients. This is particularly relevant for younger generations. We know that you may be looking for ways to align your wealth with your worldview, and you need a team that can help you execute this vision effectively. 
 
A WORLD FILLED WITH ROADBLOCKS AND GREENWASHING
At Baseline, we have built a business with the necessary resources and expertise to match. We know that many of our competitors are not fully aligned with the concept of impact investing, or simply do not know how to do it effectively. Many investors shy away from impact investing, citing numerous obstacles, including a lack of suitable investment opportunities, an inability to screen such investments, or a fear of inadequate financial returns. Others are concerned that some of the claims made for sustainable investments do not live up to close examination. Such perceptions may deter you from investing. We have found, however, that these perceptions are often wide of the mark, as there are now deals available in all industries, of every structure, and at every stage to enable investors to apply their capital in ways that not only meet their financial needs but also align with their values and worldview.
 
BLENDING PROFITS AND PURPOSE: GENERATING COMPETITIVE MARKET RETURNS
Despite claims to the contrary, historical performance data now firmly shows that ESG (environmental, social and governance) strategies can deliver strong, even better, performance than traditional investing strategies. In 2020, for instance, all major MSCI global ESG indexes outperformed the MSCI that do not take ESG into consideration. 
We expect that sustainability will be the key to outperforming the markets in the coming years. This is why all our portfolios are rooted in sustainability. 
Rapid transformation in key economic sectors such as energy and food offers major opportunities for long-term investors. Committing funds to the future sector leaders of the global economy is not only a smart investment decision, it can also help solve some of society’s biggest challenges.
 
PUTTING YOUR IMPACT GOALS INTO ACTION
At Baseline, we craft tailor-made solutions to reflect your values, while meeting your financial expectations. Our deep experience in impact investing enables us to help you invest with purpose.
We use a repeatable process to help you define your desired impact goals and themes, as well as the  exclusions you want to align your portfolio with your norms and values.
We then select a benchmark to track our returns for performance reviews, analyse the allocation, risk and return of an investment or portfolio, and clarify profitability expectations, risk parameters, and other performance criteria.
We will then construct a customized portfolio for you with a multi-asset class approach, investing across both public and private markets globally. 
In order to source the most compelling opportunities around the globe, we leverage our extensive networks across various impact communities to access unique and often hard to find private investment opportunities. 
WHERE TO INVEST
The definition of ‘impact’ is very much in the eye of the beholder. Which is why we customize every client portfolio to ensure their investments are in alignment with their passions. 
Some of the most common themes we invest in on behalf of our clients include:
  • Climate Change Solutions
  • Sustainable Agriculture and Food
  • Gender Equality and Diversity
  • Cleaner Energy
  • Animal Welfare
  • Water Management
  • Mental Health and Wellness
 
Our job is to listen to your views, and then help you find the investments that fit with your outlook. Our sustainable investing experts at Baseline will also share their views on key emerging trends in impact investing and on the themes and impact areas that are poised to deliver the best combination of performance and impact. Together, we can blend your passions with our expertise to craft a portfolio that perfectly aligns with your worldview.
 
EXAMPLE OF AN EARLY STAGE IMPACT FUNDER:
Founded by Shally Shanker, AiiM Partners invests in technology-enabled companies addressing climate change while prioritizing equity and access. They are targeting the untapped potential of the $10 trillion industries in the ocean, on land and in the air. This includes alternative proteins, plastic alternatives, and various other high impact sectors.
AiiM goes one step further, ensuring that their portfolio companies are run by diverse teams, thereby helping address the inequalities that exist in the venture capital markets. Currently, fewer than 3% of all venture capital investments are going to teams run by women or people of color. A 2019 study by Morgan Stanley found that investing in underrepresented founders could represent a $4.4 trillion opportunity (Morgan Stanley, Beyond the VC Funding Gap, inclusive innovation & opportunity 23.10.2019).
One of Baseline’s core goals is to help shrink this gap in the coming years by backing more female and bipoc-led initiatives.