Total Portfolio ActivationA Framework for Creating Social and Environmental Impact across Asset Classes

AUGUST 8, 2012

Tides and Trillium commissioned this report from Tellus InstituteJoshua Humphreys

Fellow, Tellus Institute

Total Portfolio Activation Framework

Areas of Investment

Activity

1. Investment Selection

2. Active Ownership

3. Networks

4. Policy

Asset Classes

Cash and Equivalents

Fixed Income

Public Equities

Private Equity

Real Property

Partially Activated Portfolio Map

Portfolio Activation Matrix

Total Portfolio Activation Map

Total Portfolio Activation Matrix

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