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Inclusive Capital Partners is a highly engaged long-term investment management firm based in San Francisco in pursuit of a healthy planet and the health of its inhabitants. Since 2020, the firm has identified and invested in companies that offer compelling value propositions and generate measurable positive impact on the environment and society. This, Inclusive Capital Partners believes, drives superior long-term financial returns. By actively partnering with management – often from inside the boardroom – on focused, company-specific environmental and social metrics, Inclusive Capital Partners commits to making business models more sustainable. Lynn Forester de Rothschild is Founder of both the non-profits Council for Inclusive Capitalism and Coalition for Inclusive Capitalism, as well as Inclusive Capital Partners, an SEC-registered investment adviser. While all three organizations share a similar vision, the Coalition for Inclusive Capitalism and the Council for Inclusive Capitalism are operated independently of Inclusive Capital Partners. For information regarding Inclusive Capital Partners, please reach out to [email protected].

Lynn Forester de Rothschild

Founding & Managing Partner, Inclusive Capital Partners

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We believe it is vital to state clearly to the world the set of our beliefs about Inclusive Capitalism. As such, we start with our Statement of Guiding Principles for Inclusive Capitalism. Knowing that words alone are not enough, each of us is making a series of commitments about how we will operate our institutions so that they help achieve Inclusive Capitalism. These commitments are forward-looking statements based on current goals, expectations and assumptions, which are not guarantees of future performance. For more information, please refer to our Terms of Use

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Summary

In-Cap is committed to gender diversity and in our capacity as board members, especially when serving on the governance committee, In-Cap will advocate for 30% women to be appointed to the board by 2023.

Activities & Initiatives

In-Cap is committed to promoting gender diversity.

Measures & Targets

In our capacity as board members, especially when serving on the governance committee, In-Cap will advocate for 30% women to be appointed to the board by 2023.

In-Cap has focused on gender equality since its inception:

  • 50% of the founders are women;
  • 50% of partners are women;
  • 57% of In-Cap employees are women;
  • In-Cap has established gender pay equity;
  • 44% of In-Cap portfolio companies have an In-Cap partner on their board and 50% of those seats are held by women

SDG Focus Area(s):

Summary

In-Cap is committed to the health and wellbeing of its workforce and will provide full payment of all health insurance premium costs for employees and their families.

Activities & Initiatives

In-Cap is committed to the health and wellbeing of its workforce.

Measures & Targets

In-Cap covers full payment of all health insurance premium costs for employees and their families

SDG Focus Area(s):

Summary

In-Cap is committed to promoting a low carbon economy and will encourage our portfolio companies to align with the Paris Agreement goal to limit global warming to 1.5 degrees Celsius and to operate under the Science-Based Targets initiative by 2023

Activities & Initiatives

In-Cap is committed to promoting a low carbon economy at our portfolio companies.

Measures & Targets

In-Cap encourages portfolio companies to employ the best responsible natural resource practices. We will encourage our portfolio companies to operate in line with the Paris Agreement goal to limit global warming to 1.5 degrees Celsius and to operate under the Science-Based Targets initiative (“SBTi”) by 2023.

SDG Focus Area(s):

Summary

In-Cap is committed to promoting a low carbon economy and encourages portfolio companies in the biomass industry to have 100 % of its product certified as sustainable by the Sustainable Biomass Program (SBP)

Activities & Initiatives

In-Cap is committed to promoting a low carbon economy at our portfolio companies.

Measures & Targets

In-Cap encourages portfolio companies to employ the best responsible natural resource practices and specifically those in the biomass industry to have 100% of its product certified as sustainable by the Sustainable Biomass Program (SBP)

SDG Focus Area(s):

Summary

In-Cap is committed to racial and ethnic diversity and commits to launch a summer internship program for people from underrepresented and underserved communities of color, across a group of 4 regional investment firms.

Activities & Initiatives

In-Cap is committed to racial and ethnic diversity

Measures & Targets

In 2021 In-Cap commits to launch a summer internship program for people from underrepresented and underserved communities of color with the number of interns equal to not less than 15% of its current workforce and aims to increase the number to 20% of its workforce in 2025. In 2021, In-Cap commits to creating a group of 4 regional investment firms that will launch diversity programs in line with the In-Cap program and aims to grow the group to 10 firms by 2025.

 

SDG Focus Area(s):

Summary

In-Cap is committed to racial and ethnic diversity. By 2022, in our capacity as board governance committee members, In-Cap will advocate for portfolio companies to have at least 10% of all board seats held by racial or ethnic minorities

Activities & Initiatives

In-Cap is committed to racial and ethnic diversity  

Measures & Targets

In-Cap will engage on racial and ethnic diversity and inclusion policies at its portfolio companies and by 2022, in our capacity as board members, especially when serving on the governance committee, In-Cap will advocate for plans to extend racial and ethnic diversity at the board and management levels and specifically to have at least 10% of all board seats of such portfolio companies to be held by racial or ethnic minorities.

SDG Focus Area(s):

Summary

In-Cap is committed to the health and wellbeing of its workforce and will provide meditation and mindfulness training in 2020; by 2021 In-Cap will provide facilities for meditation and nursing mothers at its headquarters.

Activities & Initiatives

In-Cap is committed to the health and well-being of its workforce

Measures & Targets

Meditation and mindfulness training available in 2020; by 2021 In-Cap will provide facilities for meditation and nursing mothers at its headquarters.

SDG Focus Area(s):

Summary

In-Cap is committed to promoting a low carbon economy. In-Cap will strive to be carbon neutral by offsetting carbon dioxide emissions from all employee business travel, which it has done since inception.

Activities & Initiatives

In-Cap is committed to promoting a low carbon economy

Measures & Targets

In-Cap will strive to be carbon neutral by offsetting carbon dioxide emissions from all employee business travel which it has done since inception.

SDG Focus Area(s):

Summary

In-Cap is committed to promoting a low carbon economy and commits to promote adoption and implementation of TCFD principles and reporting with 100% of our energy and natural resource-intensive portfolio companies by 2021.

Activities & Initiatives

In-Cap is committed to promoting a low carbon economy at our portfolio companies

Measures & Targets

15% of In-Cap’s public portfolio companies are supporters of the Task Force on Climate-Related Financial Disclosures (TCFD); we commit to promote adoption and implementation of TCFD principles and reporting with 100% of our energy and natural resource-intensive portfolio companies by 2021

SDG Focus Area(s):

Summary

In-Cap is committed to promoting a low carbon economy and will aim to identify selected environmental metrics most material to each natural resource intensive company in its portfolio and encourage alignment with executive compensation by 2023.

Activities & Initiatives

In-Cap is committed to promoting a low carbon economy through governance of its natural resource-intensive portfolio companies

Measures & Targets

In-Cap will seek to join boards and identify selected environmental metrics most material to each natural resource-intensive company in its portfolio and encourages internal decision making, targets, corporate reporting and executive compensation aligned with these metrics by 2023.

SDG Focus Area(s):

Summary

In-Cap is committed to encouraging our education-related portfolio companies to promote affordable education to reduce dependence on federal student debt funding, increase employer-sponsored education benefits and link executive compensation by 2021.

Activities & Initiatives

In-Cap is committed to encouraging our education-related portfolio companies to promote a thriving community through affordable education.

Measures & Targets

In-Cap encourages each education-related portfolio company to reduce its dependence on federal student debt funding, increase the employer-sponsored education benefit offering and link executive compensation with achievement of these metrics by 2021.

SDG Focus Area(s):

Summary

In-Cap is committed to promoting thriving communities through philanthropic giving and providing at least one partner to support the Coalition and the Council for Inclusive Capitalism operations until 2025.

Activities & Initiatives

In-Cap is committed to promoting thriving communities through philanthropic support.

Measures & Targets

In 2020, In-Cap will focus its philanthropic giving and at least one partner to supporting the Coalition and the Council for Inclusive Capitalism operations that enhance industry and government action toward more Inclusive Capitalism and commits to continue until 2025.

SDG Focus Area(s):

Summary

In-Cap is committed to pursuing investments with an environmental and social impact. Every investment is undertaken only after determination that management and board of the company is committed to creating positive social and environmental impact.

Activities & Initiatives

In-Cap is committed to pursuing achievement of environmental and social impact across among its portfolio companies.

Measures & Targets

100% of In-Cap’s investments are undertaken only after rigorous analysis, engagement and determination that the management and board of such company is committed to creating social and environmental impact.

 

SDG Focus Area(s):

Summary

In-Cap is committed to pursuing achievement of ESG standards and reporting, using SASB or the most widely adopted ESG reporting regime at 100% of its portfolio companies by 2023.

Activities & Initiatives

In-Cap is committed to pursuing achievement of ESG standards and reporting.

Measures & Targets

In-Cap commits to promote ESG standards and reporting, by using the Sustainability Accounting Standards Board (SASB) or the most widely adopted ESG reporting regime at 100% of its portfolio companies by 2023.

SDG Focus Area(s):

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Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.