Lupoff Family Office - Investing Philosophy, Strategies
Lupoff Friends and Family Interests
A single family office investing for Friends and Family – not accepting outside investors, now in-house team managed
We invest with the objective of a 100% Impact Portfolio
- Public Equities and Fixed Income (Socially Responsible Investments) are first evaluated and scored, via our proprietary screening tool for:
- ESG - The public company's assessment of record and disclosure related to Environment, Sustainability and Governance
- GC - A normative assessment of the company based on the four core principles of the United Nations Global Compact ("GC"): human rights, labor rights, the environment and anti-corruption
- This is lower "intentionality" investing, that is, seeking to do no harm, favoring better corporate stewardship, sustainability and those that benefit people and planet
- Private Investments via Third Party Impact Funds (Targeted Investments), seeking market financial return plus measurable social/environmental impact, presently favoring:
- Early stage investment in managers that are women and/or people of color
- With social/environmental objectives that coincide with Family Impact Objectives
- This is higher "intentionality" investing - seeking to drive capitalization versus "crowding out" other capital