Lupoff/Stevens Family Office - Investing Philosophy, Strategies 

ALL INVESTING HAS IMPACT

  • "Traditional" is better described as "amoral" investing. Take a stand with your capital - money is a tool
  • There is no trade off between market returns and social/environmental impact unless choosing to be a "catalytic" investor
  • We invest in public securities (equities, fixed income) via ESG/GC screens, omitting extractive industries, among others
  • ​We make targeted investments for impact, via outside managers, self-identifying as "impact", and demonstrating market returns and measurable impact
  • We care about social justice and inequality, climate action and financial inclusion
  • ​The Lupoff/Stevens Family Office invests in the 47 poorest countries via partnership with the United Nations Capital Development Fund
  • We are signatories to DivestInvest, pledging divestment from all fossil fuel investments, and The Belonging Pledge, forwarding racial equity through the investment lens

Lupoff/stevens  Family office

A single family office  – 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

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  • ​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​