Governance and Sustainability  Services

We help companies and investors build and promote their capabilities for financial advantage and positive impact.

About

Third Economy is a governance and sustainability consulting firm. We provide high-quality data, analytics and insights to empower companies and institutional investors to build long-term, sustainable growth and make informed investment decisions. We analyze, strategize, and execute sustainability strategies in order to increase financial value, enhance capabilities, and build a more sustainable economy. We call a sustainable economy the “third economy”.

How We Work With You

Financial Advisors

Engage new and existing clients by aligning their portfolios with what they care about through our materiality assessment.

Companies

Satisfy investors, improve ESG ratings, avoid activism and build long-term financial value.

Institutional Investors

Raise assets, enhance investment decision-making, and leverage proxy voting and engagement to satisfy your clients and beneficiaries.

What Is the VIA3 Compass?

The VIA3 compass defines what
it means to be sustainable. The VIA3 framework assesses five criteria to improve ESG ratings for asset managers – Values, Impact, Analysis, Alignment and Activism.

Terms and Conditions

Featured

Website_3ECON Webinar

Investor Activism in 2024: Strategies on how to avoid being targeted and what to do if you are

Join Third Economy and leading experts for a roundtable discussion for companies on how activists launch campaigns, why investors support them, and what communication strategies to leverage to deflect or defend your company in an activist situation.

Register Here
Regulatory Update

SEC Approves Long Awaited Climate-Related Disclosure Rule for Companies

Wednesday the US Securities and Exchange Commission (“SEC”) ruled on its long-awaited climate-risk disclosure proposal, requiring public companies to disclose certain climate-related risks in financial statements. The good news? The ruling closely follows established frameworks like the TCFD and is a great financial benchmark for climate reporting. Want to learn more about what this means for businesses big and small? We pull out the fine print in our article linked here.

Read On for Details
Thought Leadership

Understanding CA AB-1305 Voluntary Carbon Market Disclosures Act

It’s 2024 and California's AB-1305 has been signed into law, requiring California companies to disclose voluntary carbon offset purchases and track net-zero or carbon neutrality claims on public-facing websites. The implications for CA businesses? New data collection and assurance practices, as applicable to your business. Read on for more on this new regulation.

Read On For Details

What People are Saying

    “Part of my work focuses on the shortcomings of current sustainable investment reporting and metrics, I immediately saw the value in Third Economy's robust approach and am excited to contribute to this much-needed evolution in sustainable investing.”
    Dr. Todd Cort
    Yale School of Management
    "Third Economy has been a tremendous partner helping Taylor Morrison address and report on ESG in a robust, relevant and comprehensive way. Our sustainability focus and leading-edge reporting are reflected in our ratings and ultimately benefit our investors and other stakeholders."
    Benjamin A. Aronovitch
    Vice President, Former Deputy General Counsel, Taylor Morrison
    “After a 12-year relationship with Chad as a former member of our industry oversight committee, we are excited to now work with Third Economy to assess investors' evolving needs for proxy voting services.”
    Bob Schifellite
    President, Broadridge Investor Communications Solutions
    “A critical step toward more insightful investment decisions is the development and deployment of tools that help people set priorities and evaluate the risks and benefits, and the pros and cons, of different courses of action. Third Economy's approach to decision support for sustainable investing is both timely and sorely needed.”
    Dr. Joe Árvai
    University of Southern California
    “We are thrilled to welcome Third Economy and Chad to AIM. His qualities dovetail with our investment philosophy, and his early involvement in the green bond market and commitment to strong environmental and social corporate governance mirrors AIM’s mission and commitment to impact investing.”
    Stuart Kinnersley
    Managing Partner, AIM
    "We didn’t know where to start in creating our inaugural sustainability report – it seemed like such a heavy lift. Third Economy helped us lay the groundwork for both our ESG program and sustainability report and determine what’s appropriate for our ESG reporting process."
    Vice President, Investor Relations
    Premier, Inc.
    “As a team, Third Economy came to every meeting with targeted, business-focused solutions that were ready to be implemented as soon as our team said go."
    Head of Corporate Affairs
    Global Life Sciences company
    “Having a concise and comprehensive ESG story was critical to the IPO readiness process for GlobalLogic. It was a topic of conversation in the TTW (testing the waters), analyst day and road show materials. GlobalLogic's ESG story, developed with guidance from 3ECON, was a factor in driving a higher IPO valuation, which was the basis for the [acquisition partner's] bid.”
    Former Chief Financial Officer
    GlobalLogic