Equilibrium

Sustainably driven real assets funds

Portland, California

United States

www.eq-cap.com/

About Equilibrium Capital

Equilibrium innovates and manages sustainability-driven real asset investment strategies and products for institutional investors. It believes sustainability drives economic value, portfolio advantage, alpha returns, and intentional positive impact on our environment and community. Each Equilibrium real assets investment strategy and portfolio builds on these macro-trends and economic advantages.

Equilibrium builds proprietary real asset strategies in three sectors: advanced agriculture, renewable resources, and sustainable real estate. Equilibrium constructs its strategy teams to combine the asset management capability of sophisticated investment managers with the on-the-ground experience of world-class operators. We believe long term, the investment manager-operator teaming, in real assets, delivers both superior risk management and returns.

Equilibrium is organized around four functions: 1) Innovate unique investment products; 2) Manage and operate portfolios of productive real assets; 3) Administer and structure the portfolio to deliver transparency and value, and 4) Raise and scale capital from institutional investors. With offices in San Francisco, Portland, and London, Equilibrium serves investors globally.

The values advanced by B Lab and B Corporations are ones that are important to us and also to our stakeholders. By becoming a B Corporation, we are better able to broadcast our commitment to those values, to set an example of social and environmental responsibility in our community, and to support, and learn from, a strong community of others on the same path.

The Change We Seek®

Equilibrium's vision is to transform the planet into sustainable prosperity, through markets. Its mission is to create and operate a market driven investment platform that catalyzes a significant part of the planet into sustainable prosperity. It sees connecting institutional capital to sustainable alpha as a powerful pathway to align financial, social, and environmental well-being so they create, sustain, and enable each other.

What makes us a better company?

B Impact Report

Certified since: 

August 2009
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

14
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

34
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

48
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

26
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

24
6
Overall B Score
146
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Environment: >25% recycled office supplies; Policy to minimize travel; >5% renewable energy

Employees: >80% individual/family health insurance premiums covered; 6+ weeks maternity leave; 4+ weeks vacation

Community: >50% ownership in same community as 2/3 workforce; >60% expenditures directed toward local suppliers; >50% local customers

Consumers: 100% of services increase capital flow to purpose driven enterprises

Miscellany: 

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