Croatan InstituteClean Portfolio Project
The Clean Portfolio Project takes a total portfolio approach to fossil-free investing in integrated climate solutions.
From croataninstitute.org/cleanportfolio ↗About this program
With the input of an expert advisory panel, the project creates model portfolios that help individuals and institutions not only divest from fossil fuels but also invest in diversified solutions to climate change. The portfolios build upon Croatan Institute's framework of total portfolio activation, encouraging investors to re-allocate capital to high-impact opportunities across asset classes.
The project was born out of a collaboration with the Social Capital Markets Conference (SOCAP) in 2015, which led to the development of the initial Divest-Invest Clean 15 portfolio that was released at SOCAP16 in San Francisco. The Clean 15 portfolio highlights fifteen investable strategies across five major asset classes in themes ranging from renewable energy and sustainable infrastructure, to organic agriculture and clean technology.
The Clean Portfolio Project is now in a new phase of work, developing even more diversified portfolios, with exposure to new asset classes, broader selection criteria, and a wider array of investment strategies. The Institute is currently seeking additional sponsors to support the expansion of the Clean Portfolio Project and associated investor events taking place around the country.
Eastern NC Resilience ProjectCroatan Institute is partnering with Working Landscapes to support a disaster resilience planning project in Eastern NC on behalf of the Upper Coastal Plain and Eastern Carolina Councils of Government.
Pink Hill ProjectStarting in 2020, Croatan Institute has worked closely with a partner across 400 acres in Pink Hill to assist with active land management, USDA technical assistance, conservation finance, and market access.
WealthWorks Crowdfunding Action Learning ProgramThis paper summarizes Croatan Institute’s pilot crowdfunding action learning program; highlights key successes, challenges, and lessons learned; and provides recommendations for future work.