Institutional Investors

Advancing sustainable investing and ESG portfolio strategy for institutional investors

From strategic to tactical we are an outsourced Chief Sustainable Investment Office (CSIO) that assesses, builds and positions your ESG capabilities with beneficiaries and clients

We project manage so your resources can focus on adding value through their business expertise

  • Third Economy Institutional Investors - Assess

    Assess

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

  • Third Economy Institutional Investors - Engage & Vote

    Engage & Vote

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

  • Third Economy Institutional Investors - Data & Systems

    Data & Systems

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

  • Third Economy Institutional Investors - ESG Policies

    ESG Policies

    Build a solid foundation upon which you can advance and implement your sustainable investment program

  • Third Economy Institutional Investors - Communicate

    Communicate

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

  • Third Economy Corporate Sustainability - Calculate

    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
    Broadridge Investor Communications Solutions President
  • “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, Fmr 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
  • “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
  • “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 help you build sustainable investment capabilities and effectively position them with stakeholders.