- Fondation Lucie et André Chagnon
- The McConnell Foundation
- Fondation du Grand Montréal
- Indigenous Peoples Resilience Fund
- Franciscan Friars of Canada
- Missionnaires d'Afrique
- Filles de la Sagesse du Canada
- Les Sœurs de la Visitation d'Ottawa
Three dimensions.
One objective.
Helping asset owners align portfolios with long-term financial and societal outcomes by optimizing for return, risk, and impact.
Investment returns
We seek to maximize long-term risk-adjusted returns through disciplined portfolio construction, strategic asset allocation, and manager selection. Our approach focuses on identifying durable sources of value creation while maintaining alignment with each client's objectives and investment horizon.
Investment risk
We apply rigorous analysis, diversification, and forward-looking assessment of financial and sustainability-related risks, to help investors build more resilient portfolios.
Investment impact
We help investors align capital with long-term environmental and social outcomes in ways that strengthen, rather than compromise, investment performance. By avoiding uncompensated risks and positioning portfolios for emerging opportunities, we seek to enhance both real-world impact and long-term value creation.
Built for mission-driven asset owners.
Proof, by the numbers.
Live coverage across the manager universe, refreshed continuously from primary sources.
Four layers, one verdict.
Combining sustainability science with financial performance assessment to generate long-term performance.
Dual-Axis Scoring
Managers are assessed on a dual-axis of financial and sustainability performance.
Portfolio Fit
Matches asset manager performance with asset owner requirements automatically.
Validation Workflow
Every assessment is validated by our team of finance and sustainability experts to ensure accuracy.
Board and investment committee-ready reporting
Downloadable portfolio reports that integrate financial performance and sustainability outcomes, with detailed insights by asset class, manager, and investment mandate.
The people behind the model.
Senior finance and sustainability practitioners advising mission-driven asset owners.
Jason Taylor
Co-Founder and Managing PartnerCFA · CAIA · MBAA recognized leader in sustainable finance with over a decade of experience bridging capital markets and sustainability innovation. He led sustainable finance teams at National Bank of Canada and Scotiabank and is Adjunct Professor of Sustainable Investing at Concordia's John Molson School of Business. Named one of Poets & Quants' Best & Brightest MBAs, he is completing a Master's in Sustainability at HEC Montréal — with ISO GHG Accounting, SASB, GRI, CFA ESG Investing and Stanford Energy and Innovation certifications.
Andrea Kilibarda
Co-Founder · Head of Client Delivery and ImpactB.Com. Finance · CFA ESG InvestingAn emerging leader in sustainable investing and finance. At National Bank of Canada, she helped pioneer the country's first Blue Loan and first Social Loan, mobilizing billions — with advisory work spanning transition finance, carbon and nature-based solutions, governance and product development. Named among Corporate Knights' Top 30 Under 30 in Sustainability and Valedictorian of Concordia's John Molson School of Business, she is completing a Master of Science in Global Environment and Sustainability.
Ben Traugott
Sustainable Finance AnalystDartmouth College · Loran Scholar · CFA Level II CandidateA strong foundation in environmental science, economics, policy, and sustainable finance. A Dartmouth graduate in Environmental Studies and Economics, he produced independent research on multi-jurisdictional carbon pricing and the human-capital costs of climate change, and has worked with the Ontario Ministry of the Environment. His passion for the environment grew over 150 days of wilderness canoe expeditions across northern Canada.
Driss Berbich
Sustainable Investment Consulting AnalystMcGill University · Mathematics & Computer SciencePursuing a degree in Mathematics and Computer Science at McGill University, with experience across the aerospace and technology sectors in automation, AI-driven workflows and advanced data solutions. He built Meridian, the firm's scoring and reporting platform, and supports the investment consulting practice through research, analysis and technology-enabled solutions that help investors optimize capital allocation for risk, return and impact.
In their words.
“There is a clear opportunity for this kind of work which brings experience, institutional caliber finance and deep sustainability knowledge.”
“Having a firm that has worked in finance at a senior level for such a long time enables more effective and practical advisory.”
“We express our gratitude to you and your entire team for this rigorous scientific work, which further strengthens our ethical commitment.”
“This is by far the most robust Investment Policy Statement integrated for Indigenous worldviews I have seen.”
Institutional Intelligence
A proprietary framework developed from advanced training in finance and sustainability and refined through practical application across institutional portfolios. We advise asset owners on the construction of resilient portfolios that balance financial performance with sustainability outcomes. Our proprietary framework seeks to enhance risk-adjusted returns, ensure appropriate fee structures, identify durable sources of alpha, and align capital with the long-term health of economic, social, and environmental systems.
How we work with asset owners.
End-to-end investment advisory across strategy, portfolio construction, manager due diligence, reporting, and sustainable investing.
Investment Strategy & Governance
- Development and periodic review of Investment Policy Statements (IPS) aligned with financial, sustainability, and impact objectives
- Strategic asset allocation design and optimization to achieve long-term portfolio goals
- Investment governance advisory, including support for investment committees and boards
- Development of sustainable investment, stewardship, and impact investing policies and frameworks
Portfolio Construction & Oversight
- Comprehensive portfolio reviews to identify strengths, risks, gaps, and opportunities for improvement
- Portfolio construction and optimization across risk, return, liquidity, and sustainability dimensions
- Strategic and tactical rebalancing recommendations
- Scenario analysis, stress testing, and portfolio resilience assessments
- Cash flow and liquidity management
Manager Research & Due Diligence
- Sourcing and evaluation of public markets, private markets, and alternative investment managers and RFP management
- Assessment of manager alpha generation, risk management, fee structures, and sustainability capabilities
- Ongoing manager monitoring and performance evaluation
Performance Measurement & Reporting
- Quarterly and annual investment performance reporting
- Risk-adjusted performance analysis and benchmarking
- Sustainability and impact measurement, monitoring, and reporting
Sustainable & Impact Investing
- Integration of sustainability considerations into investment decision-making
- Development and implementation of sustainable and impact investing strategies
- Portfolio alignment with climate, nature, social, Indigenous, or other thematic objectives
- Sustainability risk assessments and opportunity identification
- Stewardship, engagement, and proxy voting advisory
Capacity Building & Advisory
- Sustainable investment training for investment teams, committees, trustees, and boards
- Fiduciary duty and sustainable investing education
- Workshops on emerging investment themes and market developments
- Ongoing strategic advisory on regulatory, market, and sustainability trends