Executive Leadership: Experience & Judgment

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Our global presence and local market perspective is supported by our partnerships operating across North America, Europe, Asia Pacific and the Middle East.

Capital Innovations believes that the insights derived from collaboration across our global platform is a differentiator for our business.

Since our founding, we have focused on serving clients who appreciate individualized account management, our philosophy of diversification and a high level of personal service. We have the experience and investment capabilities to meet the needs of a diverse client base.

We focus on providing businesses with private capital solutions to drive long-term growth and can offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. 

We understand the concerns of institutional investors, starting with your need to develop a deep understanding of our investment strategies and their ability to generate future returns. 

As a partner, we respect and share your desire for transparency, and have built a client service model capable of meeting your expectations for communication, risk management, and client reporting.

Private Market Scan and Deal Screening

Capital Innovations maintains a proprietary database of investment managers that tracks major infrastructure sectors, natural resource sectors and real estate sectors. Capital Innovations utilizes a highly customizable alternative asset class tracking system. Capital Innovations tracks what managers are currently in the market and when managers will be coming back to market.

Through this process, each potential investment is initially screened for factors such as strategy, value proposition, peer universe comparison, terms, and potential portfolio fit. Capital Innovations applies strong fundamental viewpoints and in-depth quantitative analysis to evaluate and rate products according to a myriad of factors. Capital Innovations’ process is a clear reflection of Capital Innovations’ operational and research standards and consists of two main stages:  

Initial Rating with the Capital Innovations Investment Process

First, the Capital Innovations Investment process, which uses Capital Innovations’ proprietary model, analyzes available investment manager data and rates each product according to seven factors: business, staff, investment process, investment risk, performance, terms/conditions, and operations. The Capital Innovations Investment process applies a quantitative framework around the fundamental insights Capital Innovations believes indicate investment opportunities which may be well-positioned to ultimately add value going forward. 

This initial review process allows Capital Innovations’ research professionals to quickly identify investment products with the strongest potential of ultimately obtaining a “buy” rating after Capital Innovations’ due-diligence process concludes. Products that receive an above-average rating may move on to Capital Innovations’ full due diligence and rating process. We note a qualitative override of the process result can move a selected product into the next phase of our research process. Overrides typically occur when the data does not match a fundamental understanding of a product (e.g., a newly offered product from a well-established, highly regarded manager)

As a financial services firm dedicated to helping people live better lives by making financial expertise broadly accessible and effective, Capital Innovations is committed to continually strengthening diversity and inclusivity, in our workplace and our communities. We believe that building and sustaining this culture is both the right thing to do and a business imperative.
 

Being transparent with respect to diversity and inclusion efforts is vital for any organization. But it has taken on even greater importance in the past year with global and cultural events moving us to reflect on our priorities and the values most important to us. As always, we have a responsibility to identify the need for and to create positive change.
 

With that pledge in mind, we are developing our first Diversity and Inclusion report, which you may download here, and are disclosing our workforce demographic data. We know we must do more and that good intentions must be paired with actions, accountability, and outcomes. We have been actively listening to and learning from our associates, customers, and industry partners.

These engaging and sometimes difficult discussions have propelled us to commit to five focus areas that we believe will engender further positive change for our organization:

• Increasing the diversity within our company, at all levels.
• Ensuring inclusion across our workforce, by removing the barriers that can deter or delay it.
• Creating new opportunities and value for our customers and the communities where we live, work, and serve, by participating in efforts addressing systemic      issues that drive inequalities.
• Being open about our diversity and inclusion progress, including what is working and what is not with respect to increasing our diversity.
• Being clear about roles and accountability for all associates and working together to achieve our desired outcomes and to maintain our safe and inclusive workplace.

You can read more on our five focus areas in our forthcoming report, as well as details on the initiatives we are executing to support them, including a program focused on creating visibility, exposure, and advocacy across our underrepresented associate communities, especially female, Black, and Latinx associates. Guiding us on this journey is our new Diversity and Inclusion Senior Advisor Team, business leaders who are working closely with our Diversity and Inclusion Office to accelerate our efforts across the firm.