TILT Launches with Innovative Multi-Capital Investment Process
“We the people…” opens the US Constitution. This aspirational text vests responsibility and accountability in each of “us.” The COVID-19 global pandemic illuminates inequities and structural racism around the world. Climate change threatens our existence. We stand divided and isolated as a people to face these challenges. Values like collaboration and cooperation are in scarce supply. The preamble to the US Constitution, implores us to take stock of our shared responsibility - to act toward a common good. Today marks the formal launch of TILT Investments.
TILT, a mission aligned investment management firm, is pioneering a new model for investing: applying a multi-capital framework to enable asset owners to price the trade-off between financial and non-financial returns.
The U.S. Securities and Exchange Commission (the “SEC”) approved TILT’s registration as an investment adviser[1] in October 2020.
“Our clients have unique financial and non-financial return goals,” said Tim Ferguson, Founding Partner. “We work with our clients to define their goals across financial, human, environmental, and civic capital. We aim to achieve those specific goals by finding investment opportunities across asset classes that are contributing to the regeneration of those capitals that have been depleted.”
TILT aspires to collaborate with clients who are not satisfied with applying environmental, social, and governance (ESG) factors to maximize their risk-adjusted financial returns. “We engage with asset owners who are curious to go beyond ESG, and who want to achieve their financial goals while meeting the challenges of our time,” said Ferguson. “TILT and its clients are leading the next frontier of mission aligned investments through a regenerative approach.”
To support its operations, TILT is partnering with Citi, a leading financial services firm to provide execution across all asset classes. TILT is working with Broadridge, a leading provider of end-to-end full asset class portfolio, order and risk management solutions. World class partners will support TILT to shift the investment paradigm in the asset management industry.
Dana Bezerra, President of the F.B. Heron Foundation, added, “Heron is pleased to see a new investment firm that embraces an investment philosophy that aligns with our principles. We are excited to work with our colleagues at TILT to change the way asset owners invest their wealth.” As asset owners consider new investment approaches to collaborate in investment opportunities that can generate both financial and non-financial returns, TILT is positioned to serve these creative and innovative investors.
About TILT
TILT is a mission-aligned investment management firm, providing customized mission-aligned investment solutions to institutions and individuals seeking both financial and non-financial returns through public and private market investments.
We are a group of investment professionals who have “jumped the gap”: with work experience managing billions of dollars globally across all asset classes as well as building and operating social enterprises that have improved well-being for people around the world. We bring experience and judgement together with a creative drive to reimagine how capital markets can regenerate civic, environmental and human capital while generating financial returns for our clients.
For more information:
Please contact Craig Muska at [email protected] and find TILT at www.tiltinvestments.com and on LinkedIn.
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[1] Registration with the SEC does not constitute an endorsement by the Commission, nor does it imply a certain level of skill.