Research
Driving discovery, design, and decisive action
At Intentional Asset Management, our research practice supports informed decision-making, drives innovation across our asset and wealth management offerings, and positions us as thought leaders in the intentional investing space. Our mission is to deliver comprehensive, data-driven insights and recommendations aligned with our commitment to generating robust financial returns from solving some of the most critical systemic problems of our time.
Our distinct approach combines systems thinking, behavioral finance and active management through AI enhancements, place-based diagnostics, investment fit assessments, impact measurement and management (IMM), and strategic capacity building.
At Intentional Asset Management, research is foundational. We don't merely invest in the future, we intend to intentionally shape it.
Frameworks and Perspectives
Our conceptual research establishes the foundations of intentional investing. These publications go beyond surface-level commentary to define taxonomies, propose rigorous frameworks, and build methodologies for evaluating both financial performance and systemic impact.
By combining data-driven analysis with systems thinking, we provide investors, practitioners, and policymakers with the tools to assess opportunities, design solutions, and hold capital accountable for outcomes. This body of work helps set the standards by which intentional investing can grow, scale, and remain credible over time.
Place-based Investment Cases
Our proprietary place-based research approach develops investment theses that begin with the local, but extend far beyond it. By combining in-depth desk research, stakeholder engagement, and design sessions, we map the systemic dynamics of a region, identifying not only where markets have failed in the past, but why. This level of analysis reveals the barriers that must be overcome for capital to truly flow toward effective solutions.
We believe that without this kind of systems mapping, impact remains superficial. By grounding our work in the realities of place, we generate insights that translate into investable opportunities with global relevance. The result is investment strategies that are context-specific enough to solve real problems, yet robust enough to inform markets elsewhere, creating pathways for capital that drive meaningful and lasting change.
The Intentional View
This series shares original thinking directly from our investment practice, offering an inside view of how we interpret market dynamics and translate them into intentional strategies. These pieces translate research, systems mapping, and on-the-ground insights from our investment team on fund strategies, pipeline opportunities, and capital flows into actionable viewpoints. They provide transparency into how we design, adapt, and manage strategies to deliver performance with purpose.
Capital in Motion: Manager Notes
Updates about investment products.
Reach Out
We would love to hear from businesses, asset managers, wealth managers, academic and research institutions, and other industry partners interested in collaborative research and thought leadership.
Meet the Team
Our team is deeply committed to rigor, accountability, and authenticity in creating intentional and responsible capital markets. Our team has deep expertise across industries, geographies, and disciplines, supplemented by our advisory board’s tremendous experience and deep commitment to guiding the next generation of leaders in financial innovation and investment management.