We believe impact or mission-based investing is a natural extension for mission-based institutions (our clients), which can be executed without compromising expectations to generate attractive returns. Disciplina’s principals have a long history of making mission based/impact investments globally. Through our extensive experience in allocating capital, we have uncovered numerous opportunities that have fulfilled financial and diversification objectives, as well as generated measurable social and environmental benefits.
Specific examples include agriculture, water conservation, food distribution, green building initiatives, education, renewable/clean energy, small business loans, micro lending, healthcare, job creation, coal plant conversions, and low-income housing. A number of these investments have fostered alternative energy, agriculture, and economic development for underserved businesses and communities.
We have found that mission investing has several definitions and properly executing a mission-based investment strategy requires a strong understanding of the specific objectives and goals of the client. This is an area where Disciplina differentiates itself as each of our investment programs are tailored to match each client’s unique objectives.
Investing with a Diverse Perspective
The diverse nature of our team has provided Disciplina with a unique perspective in sourcing and manager selection that has yielded over $1.2 billion in allocations to women and/or minority owned investment firms managing various strategies at our prior institutions. Our team’s experience has demonstrated that diversity can enhance returns and provide differentiated results for institutions. Our history of relationships and networks with women and/or minority owned investment firms helps to provide diverse access to investment talent across both traditional and alternative asset classes and build out our proprietary database of managers.