Mission and money, held to the same standard
We partner with nonprofits, endowments, foundations and other institutions to help shift investment assets to be accountable to social, racial, economic, and environmental justice
We manage endowments and reserves for foundations and nonprofits, screening every investment twice: rigorously for financial strength, and rigorously for the values your organization lives by. The strongest companies clear both.
We work alongside investment committees and boards across the whole financial picture, building one integrated plan that weighs investment returns, liquidity, solvency and values alignment together. We support clients wherever they are in their alignment journey, from screening out the worst offenders to placing assets in community investment funds.
Why it works
Taking climate change seriously is long-term risk planning, respecting workers is how you keep talent and productivity, and honoring human rights is responsible governance. Companies that pass screens like these are built to last.
Screening is one part of our work. The other is how our own firm is governed. Through our Movement Trust, movement organizations elect seats on our board and investment committee, and the majority of profits we distribute flow to grassroots organizations working for racial, social and environmental justice.
Key Offerings
- Capital reserve & endowment management
- Custom
integrated capital portfoliosSupported through Just Futures Impact Donor Advised Fund and other compatible structures - Separately Managed Accounts (e.g. Donor Advised Funds)
- Investment Policy Statement design and implementation
Just Futures is emergent, but our experience spans decades
Experienced asset management leadership
- Founding investment officer of $1b advisory practice serving nonprofit clientele
- Investment team with decades of experience in capital management, public policy, and global finance
Deep roots in nonprofit & social justice work
- Investment Committee informed by over 125 years collective experience working for and with nonprofit organizations
- Just Futures staff has decades of combined experience supporting racial, social, and environmental movements
A steady hand for the decisions in front of you
Economic conditions change constantly, whether its markets, interest rates, funding cycles or something completely unexpected. What doesn’t change is the need to steward your organization’s assets to meet your financial needs. We help you make sense of the key financial decisions you face, with investment solutions designed to meet your operational objectives and your institutional values in one cohesive plan.
We bring you the questions you didn’t know to ask. We then test your plan against scenarios like a sharp market decline or a year when you need to draw more from reserves. Working with you, we decide in advance on how we’ll respond to different scenarios. When markets turn, we’ll already have a plan in place. Our team combines capital management, risk planning and aligned portfolio construction with decades of nonprofit experience.
Why organizations decide to work with us
When your organization is one of many clients at a firm where nonprofits aren’t the specialty, it shows. The advice is workable, but it rarely goes beyond the basics, and it rarely arrives unprompted.
Just Futures specializes in nonprofit and mission-driven organizations, and we work as a partner, not just an advisor. That means senior attention on every relationship, whatever your size, and the questions you didn’t know to ask, raised early and with recommendations attached. You get an advisor who already understands your work, so every conversation starts further ahead.
How we work with you
Our process starts with listening. We work with your board or investment committee to understand your financial position and your mission, then define goals across four dimensions we weigh together: investment returns, liquidity, solvency and values. We build portfolio options side by side and show you the trade-offs plainly, so your committee has the tools it needs to decide where the balance sits. The screens behind every portfolio draw on more than 75 values metrics, with priorities informed by the movement organizations that help govern us. Holdings run from index-aligned stock portfolios to municipal bonds, community loan funds and deposits that put capital to work in communities banks have left behind.