Institutional Investor Services

Sustainable investing and ESG services for asset managers

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

Our Services

Our unique pedigrees as buy-side investors and corporate sustainability experts allow us to create custom plans that speak to investors' unique strategies and needs. The below is just a starting list of opportunities:

Assess

  • Sustainable Investment Benchmarking
  • ESG Investment Process Integration

Disclose

  • PRI/Impact Reporting
  • Active Ownership and Stewardship
  • Responsible Investment Policy Development

Advance

  • ESG as a Service
  • ESG Diligence
Terms and Conditions

Industries We Work With

We partner with firms across the financial sector to build systems and processes that derive value from sustainability.

Below are just a few sectors where we bring a deep bench strength and innovative perspective:

Private Equity

We deploy our repeatable and scalable process to identify sustainability related risk and opportunities for successful transactions

Asset Managers

We protect and enhance the value of your assets as a proactive fiduciary by developing strategies, like a robust proxy voting and/or engagement program, and PRI/Impact Reporting strategy 

Financial Services and Banks

Assess and implement ESG and related services to integrate data, analytics and systems that increase accuracy, reliability, and efficiency

Other Industries

We help companies with financial products build and leverage sustainability across their product lines. Some sample industries include:

  • Real Estate
  • Insurance

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 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
    “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