Our Mission-Related Investments (MRIs) align with the philanthropic goals of Glazier Foundation. Each social enterprise parallels our strategies in socially responsible investing, emerging markets investing, 3BL/TBL, or green investing. MRI objectives are not guaranteed.
Glazier Mission-Related Investments (GMRIs) invests in social enterprises and organizations that further our Foundation’s philanthropic mission for greater inclusion and capacity building in developing or underserved regions. All GF MRIs are market-rate as well as below market rate mission investments that not only have a positive social, environmental, or economic impact but also contribute to the long-term growth of the Foundation.
Our approach to socially responsible investing attracts enterprises developing in emerging domestic markets thereby ensuring that our approach is transparently a double or triple bottom line investment opportunity for innovative, high risk social organizations.
We utilize the same instruments and asset class practices as seen in Glazier Investments such as cash, fixed income, guarantees, private and public equity, venture capital as well as real estate. By leveraging the same management and asset management practices and techniques, we ensure that charitable missions can achieve long-term financial returns for our investment partners and shareholders.
Our portfolio consists of equity investments that are screened for an ability to maximize market rates of return with high impact; each impact investing portfolio with MRIs is managed through our proprietary Glazier Foundation Investment Platform. We are proud to meet the capital needs of forward-thinking social enterprises that dare to tackle the world’s most difficult social challenges in our focus areas.
Glazier Investments are not FDIC-insured; no investment is guaranteed by a financial entity and principal investments may be lost. Investors are solely responsible for their investment with one or more of Glazier funds. Each individual should carefully review all fund prospectuses, summaries, reports, statements, and policies; use of a financial professional or asset manager is also encouraged.
Emerging Market Funds are best suited for contrarian investors that can withstand volatility and risk related to political instability, currency fluctuation, commodities price variation, international finance securities regulations, periodic or temporary states of illiquidity, and other risks related to developing markets.
Performance benchmarks are proprietary; comparative indexes do not reflect accurate performance of each fund, portfolio, or investment. Index returns are limited to conveying capital gains and income generation dividends; index returns do not convey transaction or banking fees, trading/brokerage commissions, or other related expenses. No investor is able to make direct contributions to an index.
Glazier Group manages assets through three investment groups: Glazier Advisors, Glazier Investments, and Glazier Ventures. Each firm makes investments and proxy decisions independently of each other. While there is overlap between financial and investment professionals who provide research and asset management, all securities and equity considerations are done on behalf of each individual investment group and their portfolios.
All data is current as of February 15th, 2017 unless otherwise specified.
Fund inception: December 2016.
Returns are in USD.
Securities offered through Glazer Group, LLP. Glazier Mutual Funds are distributed through Glazier Securities Corporations.
Diversification across portfolios do not guarantee higher performance or decreased investment risk.
Investment objectives and performance of each fund, portfolio, and investment is not guaranteed.