Investing for Outcomes and Returns

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We work to connect capital towards investments with compelling returns and positive outcomes.  

We target, define and measure investment outcomes, and help our clients integrate them into their investment thesis and portfolio construction. We apply a values lens to ensure portfolios align with values. 

We think positive outcomes are directly linked to the viability of the business model and the potential for profitability. Sustainable outcomes, are most often, those aligned with societal needs and future trends, and can represent the most compelling investment opportunities. Why? Because they are more likely to attract government support, consumer demand, and ultimately, greater returns. 

Outcome-Oriented Investments

While we don't offer specific financial advice, below are some examples of sectors that we believe will benefit from regulatory tailwinds, positioning for superior financial results. Visit our shortlisted Sustainable Themes and contact us for more information on the investment opportunities that we have a watchlist on. 

Renewable Energy

Early investors in solar and wind energy companies benefited from government subsidies and tax incentives designed to promote clean energy technologies. These policies accelerated industry growth and created lucrative opportunities.

Measured Outcomes: CO₂ emissions avoided (e.g., tonnes of CO₂ reduced per MW installed), number of households powered by renewable sources, increase in percentage of national grid energy from renewables.

Electric Vehicles

Government regulations and incentives to reduce air pollution and promote EV adoption have fueled the EV industry. Early investors in manufacturers and charging infrastructure have seen strong returns.

Measured Outcomes: Reduction in tailpipe CO₂ emissions (grams/km), number of internal combustion vehicles displaced, urban air quality improvements (e.g., PM2.5 reduction), EV adoption rates per capita.

Biotechnology and Healthcare

Government funding and regulatory pathways enabled innovation in treatments. Investors backing breakthrough therapies have realized significant gains.

Measured Outcomes: Patients treated with novel therapies, improvement in quality-adjusted life years (QALYs), reduction in disease incidence/mortality, accessibility of drugs in low- and middle-income markets.

Sustainable Agriculture / Food Systems

Companies improving yields sustainably, reducing water use, or enhancing nutrition attract both consumer demand and government support.

Measured Outcomes: Litres of water saved per tonne of crop, increase in sustainable acreage under cultivation, reduction in pesticide/fertilizer use, number of people gaining access to affordable nutritious food.

Clean Water and Sanitation

Businesses addressing clean water and sanitation access represent compelling opportunities.

Measured Outcomes: Number of people gaining access to safe drinking water, litres of water purified or recycled, reduction in waterborne diseases in target regions, efficiency improvements in water usage (% reduction).

Education Technology (EdTech)

Companies improving education outcomes via technology generate strong returns while addressing global education gaps.

Measured Outcomes: Number of learners reached, improvement in test scores or literacy rates, reduction in education costs per student, number of underserved communities gaining digital access.

Affordable Housing

Investors and developers delivering affordable housing solutions address a fundamental need while generating returns.

Measured Outcomes: Number of affordable units built or renovated, % reduction in average tenant rent vs. market, energy efficiency improvements (e.g., reduction in utility costs), number of low-income families housed.

Circular Economy / Waste Management

Companies reducing waste and creating circular models are well-positioned for growth.

Measured Outcomes: Tonnes of waste diverted from landfill, % recycled or upcycled materials used in production, reduction in virgin raw material use, decrease in plastic packaging footprint.

Financial Inclusion

Fintech companies broadening access to financial services deliver both returns and social equity.

Measured Outcomes: Number of new accounts opened in underserved populations, % increase in access to credit/savings, number of women or rural customers reached, volume of affordable microloans issued.

The key to success in these sectors, as in any investment, is rigorous due diligence, a clear focus on measurable outcomes, and a strong business model that links those outcomes to profitability.  These examples serve to illustrate how aligning investment strategies with societal needs and focusing on tangible results can create a powerful engine for both financial returns and positive change.