Invest in Justice
Together with communities most impacted by racial, gender, economic, and climate inequities, Adasina provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values.
A Bridge Between Financial Markets & Social Justice Movements
Adasina is a different type of impact investment firm. One that centers the goals of social justice movements at every level of our approach. Our partnerships with social justice organizations enable us to create investment solutions aligned with real-world impact, while enabling investors to incorporate otherwise unpriced social justice risk factors into their portfolios. The results are products that achieve aligned returns while meaningfully advancing a more just, prosperous future for all.
OUR PRODUCTS
Adasina’s ETF
The Adasina Social Justice All Cap Global ETF (Ticker Symbol: JSTC) is a highly diversified, global, all-cap portfolio created to serve as a values-aligned alternative to a traditional public equities index fund. JSTC offers a way to stay fully invested in global markets while advancing a more just world.
Separately Managed Accounts (SMAs)
Adasina Social Capital offers a US All Cap SMA model through Parametric with a $250,000 minimum.
OUR PRODUCTS ARE POWERED BY
The Adasina Social Justice Investment Criteria
Together with social justice organizations, we developed the proprietary Adasina Social Justice Investment Criteria – a data-driven set of 40+ screens and 80+ metrics that guide our investment strategies to reflect social justice values and advance progressive movements for change. The New York Times called our Investment Criteria “some of the most rigorous” they had seen.
Meet Our Public Equities Portfolio Management Team
Rachel J. Robasciotti
Founder & Co-CEO
she/her
Rachel J. Robasciotti is the Founder and Co-CEO of Adasina Social Capital. The firm’s social justice investment strategy has positioned her as a leader in finance for integrating racial, gender, economic, and climate justice into investment portfolios. Her passion for social justice is rooted in her background as a Black, queer woman raised in a community that struggled for safety and financial security. After graduating high school at 15, Rachel studied Economics at the University of California, Berkeley. At 25, she founded a financial services firm dedicated to the well-being of people and the planet, which later evolved to become...
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Maya Philipson
Co-Founder,
Chief Operations Officer &
Chief Compliance Officer
she/her
Maya joined what is now Adasina Social Capital in 2006 after forming a connection with the firm through social justice work. Maya respected Rachel’s intellect and politics at first and, soon after working together, they became close friends. During her time as an associate, Maya’s unique perspective proved invaluable and, in 2008, after seeing the firm and its clients through the recession, it was clear that she should become an owner. As COO at Adasina, she is keenly focused on ensuring that each client has a positive experience with the firm by coordinating support teams and liaising with outside professionals....
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Roberto Thornton
Managing Director,
Investments & Impact
he/him
Roberto brings his experience in the investment management industry and a foundation in grassroots social justice organizing to his role as Managing Director, Investments & Impact. In this role, Roberto provides integrated leadership, strategic direction, and transformative solutions in support of Adasina’s mission. He leads the Investment and Impact Group, which is responsible for managing, constructing, and stewarding social justice–aligned investment products, as well as developing investor campaigns designed to drive impact at the scale of public markets. Prior to his role as Managing Director, Investments & Impact, Roberto served as Director of Public Equities, where he led the Investment...
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Kevin O’Neal-Smith (Yaa sh kanda. éts’)
Director, Impact
he/him
A lifelong Alaskan, Kevin is dedicated to building inclusive, values-driven systems that support historically marginalized communities. With expertise in investment analysis, data science, stakeholder engagement, and project management, he collaborates with tribal entities and social enterprises to develop new economic models that center Indigenous values, increase access to capital, and conserve resources for future generations. As Adasina’s Director of Impact, Kevin manages the systems and relationships necessary to embed social justice values into the firm’s investor mobilization campaigns and investment strategies. He holds a certificate in ESG Investing from the CFA Institute and a bachelor’s degree in Economics and Business...
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Jonathan Tavera-Jimenez
Director, Public Equities/
Associate Portfolio Manager
he/him
In his role as Director, Public Equities/Associate Portfolio Manager, Johny is responsible for all aspects of investment operations for the firm, including oversight of service providers, product implementation, monitoring, and reporting for each of the strategies Adasina offers. Johny is thrilled to work at the intersection of investments and social justice, helping capital make a positive impact for people from all walks of life. Prior to Adasina Johny was an Associate for NEPC. In that role, he serviced a myriad of clients in the private wealth and Taft-Hartley (union) practice teams, ensuring accurate and timely performance measurement for each client’s...
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Ifang Wright
Client Portfolio Manager, Public Equities
she/her
As the Client Portfolio Manager (CPM), Ifang is the firm’s ambassador for its Public Equities Strategy and product offerings. As a member of the Public Equities Portfolio Management Team, she helps guide investment and portfolio management decisions to align with client objectives and the firm’s strategic direction. Ifang leverages her financial expertise and education to create a positive impact on society. Ifang’s global upbringing in Taiwan and Germany shaped her early perspectives before she moved to the United States to study at Virginia Tech. She began her finance career at Bloomberg L.P. in New York City, focusing on equity research...
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Renee Morgan
Senior Advisor, Stewardship Circle Member
she/they
As a Senior Advisor at Adasina Social Capital, Renee brings a unique blend of financial services expertise and a deep-rooted passion for social justice. They work with social justice partners to establish Adasina’s Social Justice Investment Criteria and to mobilize investors through social justice campaigns, infusing over 20 years of industry experience into creating significant social and economic change. Renee began her financial career at Trilogy Financial in 2001, where she first became acquainted with Environmental, Social, and Governance (ESG) concerns, helping clients align their financial strategies with these principles. After three years, their drive to affect change led them...
READ MORE »We view investments and impact as inextricably linked. It’s why our Portfolio Management Team and Impact Team are grouped together in one department. In addition, we are proud to have a Black-led Portfolio Management Team (PMT) and diverse, majority-women firm ownership.
PUBLIC EQUITIES PORTFOLIO
MANAGEMENT TEAM DIVERSITY
OUR APPROACH
Portfolio Construction
The Adasina Social Justice Index (JUSTICE) is a highly diversified, global, all-cap portfolio designed to be a core strategy. This Index informs our Public Equities Strategy, which is guided by our philosophy that issues raised by social justice movements today may be early indicators of future potential risk factors for publicly traded companies that continue unjust practices.
INVEST WITH US
OUR DATASETS
Take Action Today With Our Investor Datasets
The role of impact investors is now more crucial than ever. That’s why we make our investor datasets, which we develop with direct guidance from our Social Justice Partners, publicly available for any investor to review. The more of us who can take action today, in our own portfolios, the greater power we have to achieve the more equitable, sustainable, and prosperous future we all want to inhabit.
How to Use Our Datasets
We encourage all investors to review our community-sources datasets and take action in your portfolio. For those who want to take deeper action:
