Beatrice Advisors
LSFO is a partner family within the Beatrice Advisors multi-family office. All investing is executed by Beatrice.
Beatrice Advisors
Investing
Market returns alongside measurable impact.
LSFO is committed to a just and sustainable world. We seek market financial returns alongside demonstrable social and climate impact, benefiting people and planet, from an increasingly values-based portfolio. Our investment mandate, grant-making and policy objectives support social and climate equity and justice.
How we invest
Through a multi-family office, with our own policy.
Board and advisory roles
Family members may take board or advisory roles, from time to time, with select investment managers.
Investment Policy Statement
Our Investment Policy Statement is available on request.
Request the statementCommitments
Pledges LSFO has signed.
DivestInvest
A commitment to divest from fossil fuels and hasten the sustainable energy transition.
The Belonging Pledge
A commitment to racial equity initiatives.
Freedom to Invest
Insisting on the choice to consider ESG data in investments.