Total Values Portfolio Co-Pilot™
Your Guide Through Each Step of Mission-Driven Portfolios
Define goals, source and evaluate opportunities, and build portfolios optimized for all you value.
5 Steps to Build a Portfolio Optimized for All You Value
Define Your Goals
Translate your unique mission into an investable goal hierarchy
- •Choose from 150+ impact and financial metrics
- •Define relative importance and explicit trade-offs with industry benchmark guidance
- •Set hard constraints (must-meet goals) and exposure limits by industry, geography, etc.
Refine Your Opportunity Set
AI-powered data validation and sourcing engine
- •Upload current holdings and investable universe
- •Automatic data validation and enrichment from external sources
- •Pipeline tracking and analysis
- •AI-assisted systems mapping and sourcing recommendations
Evaluate Each Opportunity on What You Care About
Forward-looking forecasts for every investment and grant
- •Forecast financial risk and return metrics
- •Project impact across 7 stakeholder pathways
- •Quantify funder contribution—how your capital enables counterfactual outcomes
- •Transparent assumptions and uncertainty ranges you can audit
Build an Allocation Optimized for All You Value
One unified strategy across all asset classes and grants
- •Asset allocation and manager/security selection optimized to your unique goal hierarchy
- •Scenario analysis to assess trade-offs on key financial and impact metrics
- •Financial backtests and board-ready reporting
Engage & Evolve Your Portfolio
Take an active role in maximizing your portfolio's impact over time
- •Trading-cost aware rebalancing recommendations
- •Brainstorm and evaluate engagement opportunities
- •Analyze externality risks across your portfolio through a systems lens
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.
Questions That Were Impossible—Until Now
Imagine you're a foundation CIO. You just received an unexpected $50M dividend. Your mission: “Empower human and environmental flourishing.”
Your options:
- •A grant to a longshot malaria vaccine research program
- •An impact VC fund supporting smallholder farmers adapting to climate change
- •A traditional PE fund to grow the endowment for future giving
How do you decide?
Impact Operationalization
“How do I convert 'human and environmental flourishing' into measurable metrics?”
“How do I weigh saving lives vs. reducing emissions vs. growing capital for future impact?”
Values Finder translates your mission into 150+ standardized metrics with explicit trade-off preferences—so comparisons that felt impossible become concrete.
Impact Forecasting
“How do I forecast and compare the long-term impact of diverse opportunities on consistent metrics?”
“How do I account for knock-on effects like policy influence or proof-of-concept for replication?”
Forward-looking projections with uncertainty quantification—translating seamlessly across disparate impact metrics and financial value.
Portfolio Optimization
“How do I allocate between grants, impact investments, and traditional holdings—and within each bucket?”
Multi-objective optimization across your entire balance sheet, finding the true efficient frontier of impact and returns.
For decades, no rigorous framework existed to answer these questions. Until now.
Ready to explore what's possible?
See how Total Values can transform your approach to building a mission-driven portfolio.