The traditional view of bonds focuses only on financial returns. But social bonds turn that model on its head by aligning capital with solutions to pressing social challenges. Social bonds link financial success directly to positive societal change.

Across these 3 conversations from past guests of the SRI360 podcast, a common thread emerges. When you design investment strategies to solve real problems and hold yourself accountable for the outcomes, you can unlock new sources of alpha, resilience, and long-term value.

Social impact bonds show how shifting incentives can deliver better results for both investors and society.

Here are the featured guests:

Sir Ronald Cohen, Co-Founder and President of GSG Impact

Sir Ronald Cohen’s story begins in traditional venture capital, where he saw firsthand both the power and the limitations of finance. While VC could create jobs and generate wealth, it could also widen the gap between those at the top and everyone else. Could capital markets be redesigned to actively close those gaps instead?

The answer took shape in the form of the social impact bond – a financial instrument where investor returns are tied directly to measurable social outcomes. The first was used to reduce reoffending among UK prisoners, shifting the risk from taxpayers to investors and incentivizing real results over box-ticking.

From there, Sir Ronald Cohen went further, creating “impact accounting” – a framework to measure corporate social and environmental performance in monetary terms. It’s a practical idea because people understand numbers more than anything else; hence, the approach to valuing impact is the same as valuing profit.

Full episode

Adam Swersky, Former CEO, Social Finance

Adam Swersky’s work at Social Finance has been instrumental in the creation and scaling of social impact bonds and similar outcomes-based financing models. Adam explains how bringing finance into the equation can force a greater focus on measurable outcomes, driving partnerships that are laser-focused on solving acute social problems. 

From the Peterborough Prison Program to the Mental Health Unemployment Partnership, Adam’s experience demonstrates how applying capital to social issues creates a discipline around results, sustainability, and long-term impact. 

Full episode

Simon Bond, Former Executive Director of RI Portfolio Management, Columbia Threadneedle Investments

At Columbia Threadneedle, Simon managed the UK and European Social Bond Funds – large-scale, diversified portfolios where every bond issued was tied to a clear, measurable social benefit.

This is not philanthropy disguised as investing. These funds delivered market-rate returns while financing projects like affordable housing, education, public health, and climate resilience. Simon calls it “positive inclusion” – actively seeking out issuers whose activities deliver net social gain.

Every investment was assessed not just on financial merit, but on its documented social outcomes. And because these are public market instruments, the scale was enormous, allowing institutional investors to channel billions into projects that might otherwise be underfunded, without sacrificing liquidity or returns.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

We’ve spent decades talking about the shift to renewables – building more wind, more solar, more clean energy capacity. And that’s important. But it’s also only half the story.

Because once that energy is generated, what happens next is where things start to get complicated – how it's stored, how it's moved, and how much of it actually gets used. Right now, the answer to that last question is… not much. In fact, the majority of global energy still gets lost before it ever reaches an end user.

This week, we’re revisiting two past conversations – both of them centered on the part of the energy transition most people don’t see.

One looks at the massive, under-addressed problem of energy waste – and the business models turning that waste into investment-grade infrastructure. The other zooms in on large-scale battery storage and what it takes to keep a renewable-heavy grid stable.

These are two very different approaches to the same problem: not just how we generate clean energy, but how we manage it after it’s made. Because if we don’t solve that part, the rest doesn’t work.

Here are the featured guests:

Jonathan Maxwell, Founding Partner and CEO of Sustainable Development Capital (SDCL)

Jonathan Maxwell founded SDCL with a simple observation: the world isn’t just short on clean energy – it’s wasting most of the energy it already has. While the market poured trillions into new renewables, Jonathan zeroed in on the overlooked half of the story: how energy is used, moved, and lost before it ever reaches the point of need.

He started SDCL in 2007 as an advisory shop, designing environmental infrastructure funds for clients like HSBC and the World Bank. But by 2012, the firm became an investor, building and financing projects that cut waste, generate energy on-site, and make buildings, industry, and transport far more efficient.

Today, SDCL manages $2.5 billion in assets across over 50,000 properties in 10 countries. Their portfolio spans projects from industrial heat recovery to citywide biogas and low-carbon power for data centers. The common thread is delivering cheaper, cleaner, more reliable energy, without requiring customers to put up the capital themselves.

Full episode

Ben Guest, the Managing Director of Gresham House New Energy Division, Gresham House Energy Storage Fund

Ben Guest leads Gresham House’s New Energy Division, home to the UK’s largest battery storage portfolio. His team controls close to a quarter of the market – a position built on one core idea: if renewables are going to power the future, they need somewhere to live when the sun’s not shining and the wind’s not blowing.

Battery storage is that missing piece. Because wind and solar don’t produce power all the time. But the grid still has to stay balanced every second of every day. That’s what these battery projects do – they take in power when there’s too much, release it when there’s not enough, and do it over and over, many times a day.

Ben’s team is hands-on from start to finish. They find sites near key substations, secure planning and grid connections, oversee construction, run operations, and work with optimizers to trade power for the best returns.

At the time of this conversation, they were managing more than £1.4 billion, with returns well above their 10% target for two years in a row.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

Healthcare is filled with breakthrough claims. But most of what gets funded doesn’t make it anywhere near a hospital ward, a low-income patient, or a parent juggling three jobs. The gap between what’s possible and what’s actually useful is real, and these two investors are trying to close it.

This week, we revisit two conversations with fund managers who are focused on problems that actually matter: the rising cost of care, the complexity of getting it, and the systems that still leave too many people behind. Their portfolios include diagnostics that reduce medical error, wearables that predict seizures, virtual platforms that help people manage chronic illness, and yes – even robotics that could expand access to fertility care.

But this isn’t just about cutting-edge tech. It’s about a bigger question: What role do businesses – and the investors backing them – play in creating health? Because at the end of the day, a healthier population isn’t just good policy. It’s good business, too.

Here are the featured guests:

Dr. Tara Bishop, Founder and Managing Director of Black Opal Ventures

Tara Bishop is investing at the collision point – where healthcare and technology meet, and where legacy capital still struggles to keep up. At Black Opal Ventures, she’s backing startups that don’t just make care more digital – they make it more intelligent, more precise, and more accessible.

Black Opal is one of the few female- and minority-led VC funds in the health-tech space. Tara and her partner Eileen Tanghal bring deep domain expertise – medicine on one side, deep tech on the other – and they’re targeting high-impact companies that address the big four in healthcare: cost, quality, access, and security.

Every investment is built around the same goal: getting the right care to the right patient at the right time – at a cost that works. And they’re delivering Black Opal double-digit returns in the process.

For Tara, impact means solving problems that have outlasted decades of reform – inside what she calls a “behemoth of an industry” that affects lives at scale and rarely rewards innovation that puts patients first.

Full episode

Kieron Boyle, Chair of the Impact Investing Institute

Kieron Boyle has spent years making the economic case for better health. At Guy’s and St. Thomas’ Foundation, he helped turn an 800-year-old endowment into a £100 million impact portfolio – funding everything from healthier food startups to housing for women and children at risk. Not because it’s charity. Because it's smart investing. Because a healthier society is more productive, more resilient, and more investable.

His work started with a simple question: most of what drives health doesn’t happen in hospitals – so why should health investing stop at hospital walls? The team backed medical technologies and life sciences, yes – but also addressed the wider commercial determinants of health: food, air, housing, debt. Then they went further, pioneering a dual mandate that put health and financial return on equal footing.

Now, as Chair of the UK’s Impact Investing Institute, Kieron is scaling that thinking. He’s working with long-term investors (including pension funds and sovereign wealth) to align trillions in assets with the outcomes that actually shape wellbeing: healthier people, stronger communities, and more sustainable systems.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

What do an AI-powered investment engine, a grassroots organizing platform, and a nature-tech-focused VC have in common?

They’re all built on the conviction that technology should be in service of real-world problems – not just market efficiency or shareholder return. And increasingly, investors are stepping up not only to fund that kind of innovation, but to actively shape it.

In this 3-in-1 compilation, we revisit past episodes with investors who are doing exactly that: using capital to steer technological progress toward social and environmental outcomes.

Here are the featured voices:

Paul Miller, Managing Partner and CEO at Bethnal Green Ventures

Paul Miller launched Bethnal Green Ventures in 2012 – before “tech for good” was even a phrase most investors recognized.

At the time, brilliant developers were stuck building tools for banks and ad agencies, while the problems they wanted to solve – climate, health, inequality – sat on the sidelines. Paul saw the gap and built something to fill it.

Bethnal Green Ventures backs founders using technology to create measurable, intentional social and environmental impact. Everything BGV backs falls under one of three themes: building a sustainable planet, a healthy society, and better lives. That’s included backing startups working on grid flexibility software for the energy transition… digital tools to streamline public healthcare… and workplace platforms helping frontline workers organize and advocate for change.

Full episode

Xavier Lorphelin, Managing Partner at Serena Capital

Xavier Lorphelin co-founded Serena on a simple premise: entrepreneurs shouldn’t work for VCs – VCs should work for entrepreneurs. From day one, the firm has been run like a startup itself, combining capital with hands-on operating support and the belief that founders deserve more than a check.

That belief still holds. But in recent years, Serena’s mission has sharpened. Alongside its general tech funds, the firm now manages two vehicles dedicated to sustainability: a fully SFDR Article 9 impact fund, and a new early-stage fund with a significant allocation to climate tech. Both are anchored in Serena’s broader mission: to support innovative entrepreneurs in the service of a better world.

For Serena, climate is only the beginning. The firm is doubling down on “Nature Tech” – tools that help companies measure and manage biodiversity, water, and soil health in real time. Their thesis is clear: digital infrastructure can enable breakthroughs in how we preserve natural systems, from AI-powered biodiversity monitoring to ground-based sensors that track ecosystem change.

Full episode

Daniel Klier, former CEO of ESG Book

At the time of this interview, Daniel Klier was CEO of Arabesque S-Ray, the predecessor to ESG Book. He helped build one of the most ambitious platforms in ESG data – by combining three distinct engines: a sustainability-focused asset manager, a data provider tracking over 150 million ESG data points, and an AI system that customizes investment strategies in real time.

For Daniel, tech for good means infrastructure – the kind that can shift how trillions are allocated. ESG Book’s mission is to mainstream sustainable finance by making data transparent, machine-readable, and usable at scale.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

What does it look like when billion-dollar funds put impact at the core of their investment strategy?

In this 3-in-1 compilation episode, we revisit conversations with investors managing tens of billions across public fixed income, public equities, private equity, and impact-focused real estate. Each one makes the case that environmental and social outcomes aren’t a tradeoff – but a source of lasting value and market-beating returns.

Meet the leaders turning billions into measurable impact:

Michele Giddens, Co-Founder and CEO of Bridges Fund Management

Bridges was launched in 2002 with £40 million – including just £10 million in catalytic capital. Today, it manages over £2 billion across private equity, impact real estate, and outcomes contracts. 

From the start, its mission has been to invest in solutions that drive both a more inclusive economy and a more sustainable planet – ideally, both at once. 

Michele describes their theory of change simply: addressing systemic social and environmental challenges isn’t a tradeoff – it’s a way to unlock high-performing markets. Whether it's converting inefficient office buildings into low-carbon co-living hubs or financing housing solutions for marginalized youth, Bridges targets overlooked problems with market-driven solutions.

Full episode

Ben Dear, Founder and CEO of Osmosis Investment Management

Osmosis was built on a simple but overlooked idea: companies that generate more economic value while using less carbon, water, and waste will outperform. Ben believed resource efficiency wasn’t just good for the planet – it could be a consistent, data-driven investment factor.

He was right. Today, Osmosis manages over $17 billion in global public equity strategies, all powered by their own proprietary environmental data. They collect and standardize metrics across carbon, water, and waste – giving them a lens on corporate performance that most investors miss.

Their low-risk flagship targets just 0.5–1% above benchmark returns – yet still outperforms two-thirds of global equity funds on Morningstar. Their higher-alpha strategies deliver 2–3% annually, while cutting portfolio footprints by up to 70%.

Check out the full interview: 

Part 1

Part 2

Stephen M. Liberatore, Head of ESG and Impact for Global Fixed Income at Nuveen

Nuveen manages just over $1 trillion globally – and Steve oversees more than $20 billion of that in ESG and impact-focused public fixed income, across 38 distinct funds.

While most associate impact with private markets, Steve has built one of the world’s largest impact bond strategies by focusing on public debt. His theory of change is rooted in scale: in 2023, public fixed income financed over $800 billion in climate transition – ten times more than private equity and venture combined.

Every security in Steve’s portfolios must deliver a direct, measurable environmental or social outcome. That means no sustainability-linked bonds with vague KPIs. Instead, the team targets use-of-proceeds instruments that reduce financing costs for projects like clean energy, affordable housing, and ecosystem restoration – while delivering market-rate returns.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

In this second compilation focused on emerging markets, we revisit conversations featuring three investors who are channeling substantial capital into regions where others hesitate to go – and they’re doing it with discipline, innovation, and deep local insight.

Each of these guests brings a different strategy and perspective, but all are working toward the same goal: building sustainable, scalable businesses that meet the needs of underserved communities.

And they’re doing it in ways that challenge the old assumptions: that impact comes at the expense of return, that emerging markets are too volatile to be investable, or that scalable solutions must come from the West.

Here are the featured voices:

Sandeep Farias, Founder and Managing Partner of Elevar Equity

Elevar backs what they call entrepreneurial households – more than 50 million families across emerging markets who’ve moved beyond the bottom of the pyramid. While they’re making economic progress, they still lack access to the products and services that support their ambitions and daily lives.

Sandeep and his team take a bottom-up, equity-focused approach to identify the “core solutions” these families prioritize – like education, healthcare, and agriculture – and invest in entrepreneurs building businesses to serve them.

With five funds deployed across India and Latin America, Elevar stays close to both customers and founders, spending time in the field to understand how people live, what they value, and where capital can make the greatest difference.

Full episode  

Rochus Mommartz, the CEO of responsAbility

Rochus leads responsAbility – one of the world’s largest dedicated impact asset managers, with $5 billion under management and more than $15 billion deployed across emerging markets since inception.

His team doesn’t start with products. They start with problems – like the 500 million people in Africa who still lack electricity, or the small businesses across Asia and Latin America that can’t get financing. Then they find the companies solving those problems and shape capital to support their growth.

Rochus draws a clear line between real and perceived risk. Emerging markets aren't short on opportunity – they're just often misunderstood by investors who rely too much on spreadsheets and not enough on what’s actually happening on the ground.

Check out the full interview: 

Part 1

Part 2

Sugandhi Matta, Chief Impact Officer at ABC Impact

Sugandhi helped launch ABC Impact with backing from Temasek and Temasek Trust – and helped shape it into the largest Pan-Asian private equity fund dedicated to impact.

From the start, her focus has been on building a strategy rooted in Asia’s realities – not imported from somewhere else. That meant starting with evidence: mapping the region’s most urgent needs, identifying where scalable solutions could take hold, and designing an impact framework from the ground up.

ABC now manages close to $1 billion across sectors like healthcare, financial inclusion, sustainable food, and climate resilience. They back mission-driven founders solving problems they’ve lived – and who have the resilience and discipline to scale.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

The mainstream investment community has long viewed emerging and frontier markets as high-risk regions fraught with numerous challenges. However, with growing populations and expanding digital access, these regions are poised to become the economic powerhouses of the future.

In this compilation episode, we revisit 3 past conversations from Eliza Foo, Asha Mehta, and Monica Brand Engel, who are leveraging the power of impact investing to drive meaningful change across emerging economies.

Each of these guests shared how they are turning risks into opportunities in emerging markets while earning impressive returns for their investors.

By 2050, these regions will account for 70% of the global population and 50% of global GDP. This statistic alone shows the big opportunities that exist for businesses and investors alike.

But we can’t wish away the risks. Countries within these regions are often marked by political and economic volatility. In these conversations, we talk about evaluating these risks and overcoming challenges through innovative impact investing strategies.

Eliza Foo, Director, Impact Investing at Temasek

Eliza Foo is a leader at Temasek, one of the world’s most prestigious global investment firms, with a portfolio valued at USD $288 billion. Temasek invests across both public and private markets, operating with the flexibility of its own balance sheet, allowing them to pursue diverse opportunities across sectors, geographies, and asset classes.

As the head of Temasek’s Impact Investing team, Eliza plays a big role in the firm’s mission to create value for both current and future generations. Under her leadership, Temasek has championed innovative investments in emerging markets, focusing on critical areas such as financial inclusion, healthcare, agriculture, and climate change.

Full episode

Asha Mehta, Managing Partner & CIO at Global Delta Capital

Asha Mehta is a visionary leader at the intersection of impact and investment, with a deep commitment to unlocking the untapped potential in emerging and frontier markets. As the managing partner and CIO of Global Delta Capital, a US-based equity long-only investment manager, Asha and her team harness the power of capital to fuel social and economic development across international, emerging, and frontier markets.

Her work combines systematic investing in publicly listed equities with a strong focus on generating both alpha and measurable impact.

Full episode

Monica Brand Engel, Co-Founder and Managing Partner of Quona Capital

Monica is an impact pioneer with a specialized focus on financial inclusion in emerging and frontier markets. Through Quona Capital, she leads investments in micro, small, and medium-sized businesses to drive economic growth and provide solutions to underserved and underbanked communities.

Quona focuses on innovative fintech solutions that bridge the financial infrastructure gap in these regions. By investing in digital payments, tailored lending platforms, accessible insurance, and neo-banking services, Quona enables millions of people to access financial tools previously unavailable to them. Her investments in emerging markets center on creating sustainable financial products that cater to the unique needs of local populations.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

My guest today is Vojkan Brankovic, founder of Apeiron, a principal investment firm that is shaping the future of sustainable real estate investment. Founded in 2013, Apeiron has established itself as a leader in high-impact real asset opportunities, specializing in logistics real estate across Europe.

With over 30 years of investment management experience, Vojkan has positioned Apeiron at the forefront of logistics real estate investment, currently managing a portfolio of 500,000 square meters across strategic German locations spanning the full value chain from opportunistic and value-add to core+ strategies.

Vojkan's journey into real estate began far from the world of buildings and investments, with his early years spent between Sweden and Belgrade, Serbia, followed by time in the UK. This upbringing shaped much of his entrepreneurial mindset and leadership style.

Growing up in these diverse cultures gave him an early understanding of adaptability and collaboration, 2 key factors that would later influence how he built Apeiron. It was this exposure to different ways of thinking, working, and leading that laid the foundation for his approach to business.

While his background had always been in business and finance, he found his true passion in real estate. He saw it not just as a way to generate financial returns, but as an opportunity to make a positive environmental impact.

This vision was rooted in the recognition that the real estate sector, particularly logistics, was one of the largest contributors to global carbon emissions. But it was also where he saw the greatest potential for change.

What sets Vojkan apart is how he’s using real estate as a way to do good while making money. For him, it's about transforming inefficient buildings into assets that serve a greater purpose.

His vision for sustainable, technology-enabled logistics infrastructure has attracted partnerships with leading institutional investors from Korea and the Middle East, demonstrating the global appeal of Apeiron's differentiated investment approach.

One of the interesting features of Apeiron is its lean approach to business. While many firms in the real estate investment space operate with large teams and complex structures, Apeiron keeps things simple and efficient. With just 5 people in its team, the firm can make quick strategy decisions and stay nimble in an industry that’s often slow to change.

Through Apeiron, Vojkan is demonstrating that real estate doesn’t just have to be about buildings and profits—it can be about purpose, too.

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

—

Additional Resources: 

🔹 Apeiron Capital Limited Website: https://www.apeiron.com/

🔹 Vojkan Brankovic LinkedIn: https://www.linkedin.com/in/brankovic/

—

Books mentioned: 

🔹 “The Culture Map,” Erin Meyer: https://amzn.to/4lDLhI6

🔹 “The Edge: How competition for resources is pushing the world, and its climate, to the brink – and what we can do about it,” Jonathan Maxwell: https://amzn.to/3TrJ86r

In May, I spoke with four leaders who are reshaping what finance can do – and who it can serve.

In this compilation episode, I’ve pulled together the most powerful ideas, turning points, and takeaways from those conversations. If something resonates, you can dive deeper – the links to each full episode are below.

Here's the list of featured guests:

Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners

Nasir launched Zeal in early 2020 – right as the pandemic began. For many, it seemed like the worst possible timing. For him, it was exactly the right moment.

He saw a market that wasn’t working for most entrepreneurs – and a venture ecosystem that kept recycling capital into the same places, the same profiles, and the same narrow definitions of potential.

Zeal’s model is built around what Nasir calls “inclusive investing” – a five-part framework designed to widen the lens on where and how capital gets deployed.

Full episode

Hadewych Kuiper, Managing Director at Triodos Investment Management

Hadewych joined Triodos right as the 2008 financial crisis hit. While other banks were collapsing under the weight of financial engineering, Triodos kept growing – because they weren’t in the business of making money with money. Their investments were grounded in the real economy, and that made all the difference.

Today, Hadewych leads the firm’s €6 billion portfolio across what they call five transition themes: food, resources, energy, society, and well-being.

Her mission is bigger than impact investing. It’s about transforming the financial sector itself.

Full episode

Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB

Romina started her career in equity derivatives at J.P. Morgan – a role she calls foundational for everything that came next. But in 2015, she pivoted into a niche team focused on green bonds. She was one of the earliest hires in J.P. Morgan’s ESG debt capital markets group, helping to shape the playbook as they went.

Now at Crédit Agricole, she leads sustainable investment banking for the Americas – overseeing ESG advisory, green and sustainability-linked financing, and supply chain solutions.

Her team helped launch the first U.S. corporate green bond tied to nuclear energy, and structured the world’s first sovereign bond with a step-up/step-down coupon tied to emissions and biodiversity targets.

Full episode

Michele Giddens, Co-Founder and CEO of Bridges Fund Management

Michele was asked to advise the UK Treasury’s Social Investment Task Force, chaired by Sir Ronald Cohen. That experience led directly to the founding of Bridges, with a white sheet of paper and £10 million in catalytic government funding. The idea: to show that financial returns and social impact didn’t have to be at odds.

Today, Bridges has over £2 billion in assets under management across private equity, real estate, and outcomes contracts. Every investment aligns with one of two goals: building a more inclusive economy or a more sustainable planet. Their theory of change is simple – use financial capital to tackle systemic challenges, and value creation will follow.

Full episode

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

Today’s guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused.

Mark’s journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade stock project that didn’t go as planned. That early curiosity eventually led to a career spanning Cambridge Associates, OMERS, Flat World, and J.P. Morgan — where he became the firm’s first U.S. sustainable investing hire.

Now at Glenmede, Mark helps clients align their portfolios with their principles — not just in theory, but through tangible investments. 

Glenmede offers investment management, wealth planning, fiduciary, and advisory services to high-net-worth individuals, families, endowments, foundations, and institutional clients.

It has $48 billion in assets under management, but keeps a 4-to-1 client-to-employee ratio and promises, in Mark’s words, “the experience of a $200 million family as a $10 million individual.” That approach means every client gets tailored advice, deeper conversations, and impact reporting that goes far beyond ESG scores.

Nearly 20 percent of AUM sits in strategies that fit Glenmede’s four-category investment taxonomy (Integrated, Mandated, Thematic, High-Impact Concessionary) and span almost every asset class. 

Mark’s through-line is what he calls “sustainable prosperity” — the belief that helping those with the least doesn’t take away from others, but actually creates more opportunity and value for everyone.

At Glenmede, that vision shows up not only in where the money goes but in how clients are engaged. Mark and his team don’t just plug people into products — they guide multi-generational families through deep, often difficult conversations about values, legacy, and measurable impact. 

That means starting with inquiry, moving through education, assessment, and implementation, and ending with real measurement — not in vague ESG scores, but in tangible results like gallons of water saved, emissions avoided, or communities reached.

Mark knows that impact is a moving target, but he also knows how to hit it: by staying curious, staying human, and staying honest about what money can and cannot do.

Tune in to hear how he turns that approach into measurable impact.

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

—

Additional Resources:
🔹 Mark Hays LinkedIn 
🔹 E-mail: [email protected]
🔹 Glenmede Website 

🔹 2025 Market Outlook
🔹 As You Sow Website
🔹  See if your investments are sustainable with this free tool.

—

SRI360 interviews mentioned:

🔹Andrew Behar: Ep 27

–

Books mentioned:
🔹 “Speed & Scale: An Action Plan for Solving Our Climate Crisis Now,” John Doerr 
🔹 “The Key Man: The True Story of How the Global Elite Was Duped by a Capitalist Fairy Tale,” Simon Clark