Tpa sf meeting_slides_20120809

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
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
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
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Tpa sf meeting_slides_20120809