Sustainability Analysis

A primary focus within Harpswell’s OCIO model of investment management is the framing and analysis of an institution’s (or family’s) investment policies to ensure they are aligned with their sustainability goals. Harpswell’s sustainability analysis can help stakeholders with questions regarding the probability that their assets will be there for as long as intended.   While our sustainability analysis is not based on absolute forecasts of performance, it does help  clients conceptualize the relative impact of their investment policies and gain understanding of how those policies impact their sustainability goals.

*Model projections are not actual investment returns. As with any investment vehicle, risk of losses are possible and past performance cannot assure any level of future results. Proposed model performance has limitations inherent in model results in that it does not represent actual trading and may not reflect the impact that material economic and market factors might have has on the adviser’s decision-making if the adviser were actually managing accounts. Clients may have had investment results materially different from the results portrayed in the model. Actual proportions to funds and asset classes will vary on a client by client basis and may not match the proposed model allocations.

*Model projections are not actual investment returns. As with any investment vehicle, risk of losses are possible and past performance cannot assure any level of future results. Proposed model performance has limitations inherent in model results in that it does not represent actual trading and may not reflect the impact that material economic and market factors might have has on the adviser’s decision-making if the adviser were actually managing accounts. Clients may have had investment results materially different from the results portrayed in the model. Actual proportions to funds and asset classes will vary on a client by client basis and may not match the proposed model allocations.

Harpswell’s sustainability analysis is a cost-effective study that can give you valuable insights and a basis for policy discussions.  Consider a full Investment Policy Review (which includes sustainability analysis) and reach out to Harpswell to discuss how we can help.