Investment advisory services for individuals, families, and businesses

Sustainable investing research and analysis

With deep roots in investment analysis, Parallelle Finance publishes quarterly data and commentary on women in the global economy and equality-focused investing. We maintain the leading global database on Gender bonds, a growing sustainable debt asset class. In 2024, we authored Gender Bonds: A Toolkit for the Design and Issuance of Gender Bonds in Africa, a comprehensive guide for issuers and investors. In addition, we offer a scorecard tool for evaluating public and private investment portfolios with a gender equality lens. We have provided consulting and education services on sustainable investing. Our two principals each have over 25 years in global asset management.

From our roots in research and consulting to serving clients of all sizes as registered investment advisors, we offer comprehensive investment management services. With expertise in sustainable investing, we help clients create the right allocation to sustainable equity and fixed income investments, including the full range of environmental and social thematic investment strategies. Within sustainable investing, our market-leading research on gender lens investing allows us to create customized portfolios for those sustainable investing clients seeking an equality-focused allocation.

One more thing about us… We understand women investors. Surveys consistently show that women seek to educate themselves about investment opportunities, demonstrate risk awareness, and report strong interest in sustainable and values-based investing. In the face of overlapping financial and economic gender gaps, it is important for women and their families to build wealth and save for retirement and other milestones. That is where we come in. For women, it is not about a lack of confidence. It is about evaluating advice and investing with a skilled partner who has walked the path that women navigate every day.

Our services for clients, with no asset minimum:

  • Comprehensive investment management services.
  • Expertise in sustainable equity and fixed income investing.
  • Custom portfolios in sustainable investing with an equality focus.

Our services for advisers:

  • Score on gender equality of a portfolio of publicly traded or privately held equities through our proprietary Gender Lens Scorecard. Use of our score in your marketing materials.
  • Sub-advisory of sustainable investing portfolio.
  • Sub-advisory of customized equality-focused portfolio.