Private-market equity investments with longer time horizons allow clients to seek attractive returns while underwriting a new, sustainable economy.
We provide access to a vetted portfolio of private-equity funds focused on sustainability. These funds seek competitive returns by investing in early-stage firms developing profitable solutions to critical global challenges—from renewable energy and sustainable agriculture to workforce development and inclusive finance.
More information on our New Summit Impact Fund is available upon request for suitable accredited investors.
Private Fixed Income
The private fixed-income markets offer investors a range of ways to lend to positive-impact entities while seeking competitive returns.
We provide access to a vetted portfolio of best-in-class, private, fixed-income funds focused on sustainability. Suitable clients lend monies to about two dozen borrowers, including a Mission bank lending to underserved communities in the US, a loan fund that lends to microfinance institutions with an emphasis on women and rural borrowers, a private fund lending to small- and medium-sized businesses throughout Sub-Saharan Africa, and a private fund that lends to clean-energy developers and infrastructure projects.
More information on our Income & Impact Fund is available upon request for suitable accredited investors.