Institutions

MISSION ALIGNED. DIVERSE MANAGEMENT. DISCIPLINED STRATEGY.

For mission-driven institutions, every dollar is an opportunity to deepen your impact and extend its reach. At NorthStar, we partner with foundations, endowments, faith-based organizations, and nonprofits to ensure investments advance — rather than compromise — your social mission.

With over 50+ years of combined experience, our diverse portfolio management team integrates a disciplined investment strategy with a leading 30 year shareholder advocacy program. We help you avoid extractive and harmful industries while pressing corporations toward accountability, equity, and lasting change.

Together, we can align your capital with your values — turning investments into a catalyst for systemic transformation.

Endowments

Align long-term assets with your institution’s mission while seeking competitive returns.

Foundations

Invest in ways that extend your philanthropic goals and advance systemic change.

Religious Organizations

Steward resources in alignment with faith-based principles and social justice commitments.

Nonprofits

Leverage your capital as a strategic tool to further your mission and amplify your impact.

START YOUR PLAN

WE SERVE AS AN EXTENSION OF your team.

From navigating complex investment decisions to educating trustees and stakeholders, we provide clarity, accessibility, and guidance rooted in both financial expertise and mission alignment. With more than 30 years of experience, we are your trusted strategic partner in every stage of your investment journey.

guidance where it matters most

PARTNER WITH US

Capital Preservation & Growth

We design portfolios to protect principal while pursuing strong, risk-adjusted returns that sustain your mission for the long term.

Mission-Aligned Investing

Your investments can reflect your values. We integrate social, environmental, and governance considerations so your capital drives measurable impact.

Liquidity & Grant-Making Support

We ensure your portfolio provides the cash flow needed to fund operations, grants, and programs reliably and efficiently.

Coordination & Fiduciary Oversight

We work seamlessly with your attorneys, accountants, and board to align strategy, meet fiduciary standards, and deliver clear reporting.

Redefining active management

At NorthStar, active ownership is more than screening—it’s about shifting corporate behavior. We use proposals, letters, and direct dialogue to press companies on equity, governance, and sustainability. For institutional investors, that means your capital doesn’t sit quietly in the market — it actively drives accountability and systemic change. Your portfolio becomes a voice for justice.

impact you can see

We believe impact should be both transparent and tangible. That’s why we share results through detailed reports, quarterly updates, and ongoing thought leadership — always connecting the dots between your investments and the real-world changes they influence. With every campaign, we track progress and highlight outcomes so you know exactly what difference your capital is making.
We make your impact visible — and verifiable.

SEE THE RESULTS

250+

shareholder proposals

Action that moves companies forward

100%

Minority-and-Women-Owned

Business Enterprise (MWBE)

200+

outreach letters

Corporate promises put to the test

6

justice pillars

A framework rooted in equity and sustainability

30+ years

as an SRI asset manager

Proven experience, evolving impact

100%

proxy votes cast

Every ballot aligned with our values

WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? • WHAT FUTURE WILL YOU FUND? •

FROM RETURNS TO REGENERATION

How far do you want your capital to go for people and planet?

Investing is never one-dimensional. From traditional markets that maximize financial returns to regenerative and transformational strategies that prioritize equity and sustainability, capital can be deployed in profoundly different ways. NorthStar helps you navigate this continuum, balancing financial goals with social impact. What balance of return and mission feels right for your organization?

0-2% returns

TRANSFORMATIONAL

Wealth is redistributed and communities gain control

Just & Justice Transition Funds
Program-related investments
Recoverable Grants
NorthStar CDFI’s & NorthStar Outside Investments

Will your portfolio maximize profit, or maximize purpose?

8-10% returns

MOST EXTRACTIVE

Prioritize financial returns above all else

Traditional Public Markets
Mutual Funds
Market Indices
Private Equity
VC, Commodities

7-8% returns

LESS EXTRACTIVE

Consider negative externalities of capitalism

Do-no-harm screens/exclusions
ESG integration strategies, proxy voting & bond portfolios
iShares ESG MSCI, iShares SRI World

6-7% returns

RESTORATIVE

Address decades of systemic harm

Rigorous criteria of what to profit from
Focus on solution providers and shareholder activism for people and planet
NorthStar Global Equity & NorthStar Green Social Bond Portfolio

3-5% returns

REGENERATIVE

Address decades of systemic harm

Regenerative agriculture, worker ownership & cooperatives
Sustainable ecosystems — forests & wetlands
NorthStar CDFIs & NorthStar Outside Investments

PARTNER WITH US

MISSION ALIGNED. DIVERSE MANAGEMENT. DISCIPLINED STRATEGY.

Endowments

Foundations

Religious Organizations

Nonprofits

WE SERVE AS AN EXTENSION OF your team.

guidance where it matters most

Redefining active management

impact you can see

250+

100%

200+

6

30+ years

100%

FROM RETURNS TO REGENERATION

Progressive
Wealth
Management
Since 1990

LET’S CREATE CHANGE TOGETHER