Investor Services

Sustainable investing and stewardship services for asset managers

From strategic to tactical, 3ECON is an outsourced Chief Governance and Sustainable Investment Office that assesses, builds and positions your capabilities with beneficiaries and clients.

Our Approach

We manage projects end-to-end so your team can focus on their business expertise

Assess

Leverage our VIA3 framework to evaluate portfolio sustainability and identify areas
for improvement

Sustainability and Stewardship Policies

Our services for investors build a solid foundation upon which you can advance and implement your stewardship and sustainable
investment program

Engage & Vote

Protect and enhance the value of your assets as a proactive fiduciary by developing a robust Investment Stewardship program

Communicate

Strategically position your capabilities with beneficiaries, potential clients, investment consultants and industry organizations

Data & Systems

Identify sustainability and related service providers with leading data, analytics and systems to increase accuracy, reliability and efficiency

Calculate

Calculate the greenhouse gas emissions of your investment portfolio and identify low carbon transition opportunities

Terms and Conditions

What People are Saying

    “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
    “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 sustainability 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
    “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
    “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'll help you build sustainable investment capabilities and effectively position them with stakeholders

    Contact Us