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.
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.