Your Generational Profile
The Senior Generation
A Stalwart Investor
The Baby Boomer
An Advocate Investor
An Apostle Investor
The StalwartMany senior generation investors engage passionately in philanthropic organizations that are addressing problems they care about. For these clients we craft portfolios whose construction is both intensely pragmatic while also inclusive of commitments to investments in new technologies that are often reshaping entire industries. Balance sheet integrity is fundamental to our security selection as is a rigorous screening criteria process based in critical thought to identify and invest in companies whose corporate practices are better aligned with client-specific philanthropic interests and priorities.What goes into an The Stalwart portfolio?
The AdvocateMore often than not the middle generation of a Collaboration client family is a Baby Boomer, someone born between 1946 and 1964. Typically these are investors whose early life experience has been framed by traditional family norms but whose education and career pathways have altered the lens through which they process risk and opportunity. Many recognize increasingly that there is a growing disconnect between what they care about and how their capital is invested. For these clients we craft portfolios whose constituent components meet rigorous balance sheet and ESG screens and also include appropriately risk-vetted allocations to private credit funds whose mandate is to democratize access to capital and opportunity.What goes into an The Advocate portfolio?
The ApostleThe youngest generation of a Collaboration client family is often someone who has been raised in an arguably traditional framework but whose life experience has been informed by the rapidly changing reality of greater exposure to other cultures, socioeconomic groups, languages, technologies, and lifestyles. Much has been written and documented on Millennial appetite for consumption, which differs significantly from previous generations and has a huge influence and impact on company economics across multiple industries.
For these clients we craft portfolios that, while still rooted in fundamental security analysis, are intensely mission-aligned and inclusive of investments in for-profit early stage enterprises solving for complex problems historically the domain of philanthropic and NGO/public sector spend.What goes into an The Apostle portfolio?