Create a portfolio that reflects your values and your impact goals.
For nearly two decades, Caprock’s values‑aligned investing approach has served a broad range of impact investors. These include families and foundations just beginning their impact journey to those guided by complex theories of change. Your values shape your wealth, and as a Caprock client, we translate them into a tailored, all‑asset‑class portfolio built with intention and purpose without sacrificing returns
Deployed with Impact Intentionality
Years of impact investing experience
impact-oriented asset managers
impact-oriented funds and strategies
What Sets Caprock Apart in Impact Investing?
Authenticity
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Founding B-Corp in 2007
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Pioneer in impact measurement and reporting
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Anchored / seeded first-fund funds
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Majority of clients hold an impact investment
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Committed to field building
Experience
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Investing in impact since 2007
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Deployed over $2.4B in intentional impact funds
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Invested in 120+ intentional impact investment funds
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Invested in 60+ impact asset management firms
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Dozens of dedicated families and foundations
Leadership
- Impact Capital Managers
- Confluence Philanthropy
- Impact advisory boards
- Created impact reporting tool adopted by industry
- Actively developing impact ecosystem
Process
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Finance-first focus
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Seek impact across every asset class
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Impact integrated in due diligence process
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Support shareholder advocacy
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Support catalytic clients
Turning Environmental and Social Impact Priorities into Portfolios
Caprock works closely with clients to clarify the issues they care about. We source market-rate opportunities aligned with those priorities and evaluate each through our disciplined diligence framework. Our experience across public and private markets, along with robust deal flow and long-standing relationships, strengthens our ability to execute these mandates across impact themes and asset classes.
Sustainable Food & AgriculturE
Promoting regenerative farming, responsible production, and stable food systems.
Biodiversity & Natural Resources
Protecting ecosystems, forests, and natural capital for future generations.
Clean Energy & Energy Transition
Advancing renewable energy solutions and supporting the shift toward a low-carbon economy.
Resource Efficiency & Circular Economy
Reducing waste and maximizing the value of materials and resources.
Water & Sanitation
Expanding access to clean water, safe sanitation, and sustainable water management.
Health & Wellness
Improving access to quality healthcare and promoting overall well-being.
Education & Workforce Development
Creating opportunities for learning, skills training, and employment.
Affordable Housing & Inclusive Communities
Supporting access to housing and fostering vibrant, sustainable communities.
Financial Inclusion
Expanding access to capital and financial tools that drive shared prosperity.
How Caprock Measures Impact Results
One distinguishing aspect of our impact investing approach is our emphasis on consolidated and comprehensive impact reporting. Caprock led early efforts in creating a proprietary reporting tool to advance the impact investing ecosystem and help bring greater clarity, transparency, and accountability. Under the stewardship of an independent provider, the reporting tool is broadly utilized by impact managers throughout the industry, providing impact investors with enhanced data and comprehensive reports to effectively track their portfolios and achieve outcomes that reflect their values.
Caprock has been a B Corp from the beginning.
Caprock was one of three standout companies in the financial services industry to become a founding B Corp. We pursued this designation because we share the same values: transparency, accountability, and performance. Since 2007, we have been lauded as an exceptional B Corp, amassing honors for our industry-leading commitment.
“We chose Caprock for the 100% alignment on our mission that didn’t sacrifice returns. Caprock has the ability to leverage relationships and overall AUM to find investment opportunities in the alternative investment space.”
T.J., CIO
Private Foundation Client