1. Total Portfolio Activation
A Framework for Creating Social and Environmental Impact across Asset Classes
AUGUST 8, 2012
Tides and Trillium commissioned this report from Tellus Institute
Joshua Humphreys
Fellow, Tellus Institute
2. Total Portfolio Activation Framework
Asset Classes Areas of Investment
Cash and Activity
Equivalents 1. Investment
Fixed Income Selection
Public Equities 2. Active Ownership
Private Equity 3. Networks
Real Property 4. Policy
7. Connect
Total Portfolio Activation:
Investing beyond Modern Portfolio Theory
Redesigning Finance:
Pathways to a Resilient Future
BSR, San Francisco Joshua Humphreys
August 9, 2012 Fellow
Tellus Institute
t. (617) 266-5400 x 18
e. jhumphreys@tellus.org
tw. @HumphreysTweets