Strategy

Threshold Group Continues Hunt For Pacific Northwest Investment Opportunities

Eliane Chavagnon Editor - Family Wealth Report June 10, 2015

Threshold Group Continues Hunt For Pacific Northwest Investment Opportunities

The US firm is on a mission to unearth quality mission-related investment opportunities in the Pacific Northwest.

Threshold Group, a wealth management firm and RIA, has partnered with Seattle, WA-based Canopy in an effort to identify compelling regional investment opportunities focused on the Pacific Northwest.

The link-up is one of a series of Threshold Group initiatives to encourage innovative methodologies and new collaborations for impact investing. Last week, for example, it rolled out a platform - called Invest NW - focused on regional economic development in the region (see more here.)

“Bringing more structure to the impact category is another priority,” said Brad Harrison, a mission-related investment analyst at Threshold Group. “Methods to make impact investing better grounded, rooted in assessment and measurement protocols will help enable all parties to advance together. We also seek to drive ongoing education of investment fund managers, so their offerings to the market can be understood, assessed appropriately and, ultimately, can attract more institutional capital.”

Threshold Group said a third of its assets under management (approximately $1 billion) is with clients looking to align their portfolios with their missions.

With this new relationship, Threshold Group is a service provider, contributing to Canopy’s investment guidelines, finding investment leads and conducting investment research on investments aligned with Canopy’s objectives.

Canopy, which describes itself as a collaborative of investors and community stakeholders, was launched by co-founders The Russell Family Foundation, Meyer Memorial Trust and Laird Norton Family Foundation.

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