People ARE the product
What does the Firm do to attract, develop, evaluate, and retain its high performing professionals?
Capital Innovations focuses on hiring professionals who are generally early on in their careers which positions them well to grow within the organization. For entry level positions, Capital Innovations typically does not hire through on campus recruiting, but instead seeks professionals with upwards of two years of work experience.
High performing employees are given the chance to develop professionally in a partnership-like environment with opportunities for significant responsibility and long-term wealth creation being the main motivators for retention.
The Firm considers the recruitment and retention of top talent to be a critical priority. Emphasis in recruitment is placed on identifying and attracting a diverse slate of candidates who demonstrate the ability to contribute to key tenets of the Firm’s culture and approach including a disciplined investment track record, down-side protection, intellectual honesty, transparency, a team-first mentality, and an ability to proactively solve problems.
Capital Innovations has a culture that promotes decision-making with a long-term view. Employees are motivated and influenced to act in ways that are aligned with Capital Innovations’ investors and consistent with the common goal of maximizing value of the company’s assets and business.
Senior management leads by example to create an environment of teamwork, consensus building and knowledge sharing across the full range of Capital Innovations’ businesses.
Professionals who work at Capital Innovations generally have long tenures due to Capital Innovations’ culture and the importance it places on opportunity, flexibility and career development.
About Us
Innovation is ingrained in our DNA as a Global Real Asset Investment Manager
Since our founding, we have focused on serving clients who appreciate individualized account management, our philosophy of diversification and a high level of personal service. We have the experience and investment capabilities to meet the needs of a diverse client base.
- Individuals and Families
- Corporations
- Public Funds
- Endowments
- Foundations
- Taft Hartley
- Religious Organizations
- Financial Institutions
We understand the concerns of institutional investors, starting with your need to develop a deep understanding of our investment strategies and their ability to generate future returns.
As a partner, we respect and share your desire for transparency, and have built a client service model capable of meeting your expectations for communication, risk management, and client reporting.
Our team views investing as a marathon not a sprint. We focus on achieving long-term results through active management and enthusiasm to search for opportunity where others may not. We invest with a long-term horizon as creating value takes time.
As active Quantamental™ investors, we believe we can deliver the expertise to help clients pursue benchmark-beating returns through top down/bottom-up granular approach.
Judicious Risk Management: Achieving investment performance involves taking judicious risks. Our deep understanding of risk analysis and global risk platform helps tailor client portfolio construction, so our clients make an informed choice on their portfolio risk. Our risk platform informs the investment team so we can measure and manage metrics so we may implement protocols throughout the investment process.
Our Vision
We established Capital Innovations in 2007 so our clients may have access to a nimble boutique asset manager with the benefits of a stable global platform built on our core principles.
- 100% employee owned 51% female owned
- Effective transparent corporate governance
- Low ego long term client centric focus
- Home grown investment team
- Enduring client partnerships
- Analytical idea driven culture
- Experienced professionals
Institutional investors can rely on Capital Innovations to meet all challenges energetically, from defining optimal strategies and evaluating risk to managing costs. You will find our professionals to be fully committed to your interests, creative in identifying opportunities to meet your objectives, and meticulous in their attention to detail.
Thematic Investing
Meeting client needs with Thematic Investment Strategies
Meeting client needs with Thematic Investment Strategies
Meeting client needs with Thematic Investment Strategies
Thematic investing is a way to invest according to beliefs and values, focused on long-term ideas and trends.
Thematic Investing
Meeting client needs with Thematic Investment Strategies
Meeting client needs with Thematic Investment Strategies
Thematic Investing allows investors to pursue market exposure to specific ideas or values. This approach can align your clients' interest and views to companies they invest in through our portfolios.
Megatrends
Meeting client needs with Thematic Investment Strategies
Megatrends
Some significant changes happen gradually, over the course of decades. Many observers can see these changes coming but might not realize how the world will be transformed in response.
Megatrend investment strategies focus on understanding long-term growth in profits, as aided by forces such as demographics and/or resource scarcity. By identifying these gradually moving trends, megatrend investors may benefit from anticipating the effects.
Diversity, Equity and Inclusion
Capital Innovations Diversity, Equity and Inclusion Statement
As a financial services firm dedicated to helping people live better lives by making financial expertise broadly accessible and effective, Capital Innovations is committed to continually strengthening diversity and inclusivity, in our workplace and our communities. We believe that building and sustaining this culture is both the right thing to do and a business imperative.
Being transparent with respect to diversity and inclusion efforts is vital for any organization. But it has taken on even greater importance in the past year with global and cultural events moving us to reflect on our priorities and the values most important to us. As always, we have a responsibility to identify the need for and to create positive change.
With that pledge in mind, we are developing our first Diversity and Inclusion report, which you may download here, and are disclosing our workforce demographic data. We know we must do more and that good intentions must be paired with actions, accountability, and outcomes. We have been actively listening to and learning from our associates, customers, and industry partners.
These engaging and sometimes difficult discussions have propelled us to commit to five focus areas that we believe will engender further positive change for our organization:
- Increasing the diversity within our company, at all levels.
- Ensuring inclusion across our workforce, by removing the barriers that can deter or delay it.
- Creating new opportunities and value for our customers and the communities where we live, work, and serve, by participating in efforts addressing systemic issues that drive inequalities.
- Being open about our diversity and inclusion progress, including what is working and what is not with respect to increasing our diversity.
- Being clear about roles and accountability for all associates and working together to achieve our desired outcomes and to maintain our safe and inclusive workplace.
You can read more on our five focus areas in our forthcoming report, as well as details on the initiatives we are executing to support them, including a program focused on creating visibility, exposure, and advocacy across our underrepresented associate communities, especially female, Black, and Latinx associates. Guiding us on this journey is our new Diversity and Inclusion Senior Advisor Team, business leaders who are working closely with our Diversity and Inclusion Office to accelerate our efforts across the firm.