Social Justice Statement

Social Justice Statement

As a nation, we are grappling with fundamental truths about our world marked by heinous acts of violence and inequitable policies inflicted upon and directed at black, brown, indigenous, Asian, LGBTQ, and other marginalized people.

We recognize and acknowledge our history holds centuries of oppression and systemic racism that lives on today. This must change. We understand that the work that has been done to address racial injustice requires further effort, and we need to do more.

We commit to continuing to listen and learn and advocate for meeting the needs of marginalized communities—and to help create an equitable financial system, as we believe a brighter financial future should be accessible to everyone.

We are committed to the pursuit of equity and social justice by enabling the flow of philanthropic capital to a more inclusive and diverse universe of asset managers, entrepreneurs, communities and community serving nonprofits.

We promise to work to seek justice and to better support historically marginalized and under-resourced communities, nonprofits and funders through our services and through the education of fiduciaries, asset owners, allocators and intermediaries.

We pledge to help our clients incorporate more inclusive and unbiased due diligence practices that expands access to capital to more communities historically denied access.

What We Believe

We believe that a stable and secure financial future should be accessible to everyone.

We believe that systemic oppression has kept many Black, Indigenous, Hispanic/Latina(o), Asian and other marginalized populations from achieving financial stability and security.

We believe diversity in the finance and investment industry should be more reflective of our society.

We believe that diverse teams with a broad spectrum of experiences and backgrounds lead to better decisions and are an important driver of long-term performance and success.

We believe we have the power to create positive change through the work we do, by:

Helping fiduciaries understand how their investment policies and practices may not be contributing to principles of equity and inclusivity that benefits everyone.
Providing education to board members, committees, leaders, staff and investment advisors.
Advancing underwriting and due diligence practices that expand access to capital to communities historically denied access.

Personal Social Justice Statements

"Principles of racial equity, social justice and celebrating diversity have defined my personal values and professional pursuits throughout my life. My father, his parents and my mother's grandparents were all first-generation immigrants, as were my wife’s parents who immigrated from Mexico. As the child of immigrants that experienced racial and ethnic prejudices, and as a parent of two multi-ethnic sons, I am deeply committed to a world where investment capital is aligned with social justice values and used as a tool for positive social change." — Bert Feuss