Our PURPOSE

Work Capital is an asset management and consulting firm formed to prove that investing for financial return and positive social impact is not only possible, but the future of investing. Delivering competitive financial returns as well as social impact across asset classes, Work Capital will demonstrate there can be profit with purpose.
 

Our Mission

To deliver performance with purpose to investors across all types of investments. To help effectively and authentically grow the impact investing field.


WHAT IS ‘GOOD’ OR ‘JUST’ CAN OFTEN BE IN THE EYE OF THE BEHOLDER. AT WORK CAPITAL, WE DON’T MAKE VALUES JUDGEMENTS IN OUR PORTFOLIOS. RATHER WE USE OUR PROVEN PROCESS AND 400 FACTOR ANALYSIS TO MEASURE A COMPANY’S PROSPECTS FOR FUTURE GROWTH BASED ON NON-FINANCIAL FACTORS. WHAT IS IMPORTANT TO OUR CLIENTS IS THEN EMPHASIZED THROUGH CUSTOMIZATION OR A CHOSEN THEMATIC STRATEGY.

Who we serve

As a mission oriented philanthropic organization, would you like your endowment assets to reflect your cause?

Are you the CIO of an institution looking to divest from fossil fuels, or align your endowment with your constituents' demands?

As a wealth advisor, are you trying to respond thoughtfully to your clients inquires about investing with impact?

Are you an individual who is confused by all the noise around impact investing and want to know what it really means?

If you answer yes to any of these, we are here for you. Want to speak to a member of our team? Please click here, we are happy to help!
 

Evolving Industry

New entrants and traditional asset managers continue to flood into the field of “impact” and ESG/SRI investing. This growth is in response to a market demand from a cross section of investors, both individual and institutional. There is ramped up media coverage of this type of investing due largely to a big demographic shift with millennials and women as asset holders, and pensions and institutions understanding their long-term responsibility to their constituents. Our goal is to create and distribute investment solutions that first are thoughtful, rigorous, and properly constructed with performance in mind at the forefront. We will work with teams and managers that think, like we do, that investing for an eye for return and positive social impact are not mutually exclusive. In fact, we believe if done properly and with discipline, using social and non-financial criteria to analyze companies can produce better long term results for a portfolio over time.