Total Values Portfolio Co-Pilot™
Your Guide Through Each Step of Mission-Driven Portfolios
The Impossible Question
You have $50M to deploy for human and environmental flourishing. Your options: a malaria vaccine grant, a climate VC fund, or traditional investments to grow the endowment for future grants.
How do you compare them?
There's no common language for impact. Each opportunity leverages different metrics and frameworks—making one unified strategy for impact impossible.
Total Values changes that.
Multiply Your Impact In 30 Seconds
Tell Us Your Goals
Describe your mission in plain English. Our model converts it to a structured hierarchy spanning impact and financial goals.
Upload Your Opportunities
Import current holdings and investable universe. Automatic data validation and enrichment.
We Do the Rest
Our platform handles sourcing, evaluation, optimization, and ongoing engagement—all tailored to your goals.
Source New Deals
AI-powered systems mapping to identify leverage points and source new opportunities
Evaluate Everything
Each opportunity is decomposed into discrete activities, mapped to our evidence base, and projected forward based on your selected outcomes
Optimize Your Portfolio
Move beyond risk-adjusted returns to optimize for all your values
Engage to Amplify
Monitor and amplify portfolio impact as an active shareholder—maximize positive externalities and protect against negative externalities across the portfolio
A Flexible Platform to Meet You Where You Are
From self-service platform access to fully customized advisory engagements, choose the delivery model that fits your needs.
* Extension capabilities available in Advanced tier
* Extension capabilities available in Advanced tier
Choose your starting point. Each tier builds on the previous.
* Extension capabilities
A New Paradigm for Building Impact Portfolios
From backward-looking ESG screens to forward-looking, cross-asset optimization
Custom. Credible. Comparable.
Custom
Your goals, your metrics, your weightings and trade-offs. No one-size-fits-all ESG scores.
Credible
Forward-looking forecasts grounded in peer-reviewed research. Not backward-looking scores from cherry-picked disclosures.
Comparable
Unified metrics across your entire balance sheet—empowering a true total portfolio approach.
Impact portfolios have been constrained by a lack of credible data, standardized across asset classes. We built something new.
Opt into a single, hard-to-interpret metric—letter grades or 0-100 scores that create mismatch with actual user priorities
Personalized selection from 150+ metrics with fully customizable weights and explicit trade-offs
Static, backward-looking methodologies based on disclosure presence
Forward-looking forecasts with counterfactual analysis at both recipient and funder levels, rooted in peer-reviewed literature
Methodologies siloed and non-comparable across sectors and asset classes
Standardized metrics and frameworks across equities, debt, grants, and bespoke instruments
Backward-looking averages with bell-curve assumptions that miss crashes and fat tails
Forward-looking Monte Carlo with regime-aware scenarios and dynamic correlations
Limited coverage of impact instruments
Full coverage across public, private, blended finance, and bespoke instruments
Exclusionary filters bolted onto financially-optimized allocations at the end
Asset allocation AND manager/security selection optimized from stage one—with objectives that match all your values
Your entire balance sheet—grants, impact investments, traditional holdings—optimized together.
Instead of avoiding “bad” companies using someone else's definition, you build portfolios that maximize both your financial returns and your actual impact on the issues you care about.
Ready to explore what's possible?
See how Total Values can transform your approach to building a mission-driven portfolio.