Sustainable Insight Capital Management

What Sustainable Insight Capital Management does

Sustainable Insight Capital Management (SICM) is an SEC-registered institutional investment manager founded in 2013 and headquartered in New York, with additional offices in London and Sydney. The firm manages long-only public equity portfolios for asset owners including foundations, endowments, family offices, and pension funds, offering a comprehensive suite of systematic, disciplined, and scalable investment strategies across US, Global, World ex-US, US Growth, EAFE, Emerging Markets, and China equities, as well as alternative mandates such as long/short and market neutral.

SICM's investment process is built around a proprietary statistical framework for measuring "Analyst Skill," which the firm uses both to recruit investment talent and to construct portfolios on an objective, data-driven basis rather than relying on subjective analyst opinion. ESG integration has been part of the firm's process since founding, and the US Impact Equity mandate is co-managed with ESG data provider Impact-Cubed to deliver impact measurement alongside financial returns. A Responsible Investing Policy encompasses negative screening, impact investing, proxy voting, and collaborative engagement.

SICM generates revenue through investment advisory and management fees on assets under management, with potential performance fees on active mandates. The go-to-market model is direct institutional sales, relationship-driven and consultative, including partnership and customization engagements with asset owners to create differentiated products. Named institutional clients include Capricorn Investment Group, The Kresge Foundation, and Harvest Global Investments. The firm operates with a lean senior team of seven disclosed leaders with 21-40 years of industry experience each, including CEO Kevin Parker (40 years). Revenue, AUM, and ownership are not publicly disclosed.

Name

Sustainable Insight Capital Management

Legal name

Sustainable Insight Capital Management, LLC

Website

https://sicm.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Sustainable Insight Capital Management (SICM) is an SEC-registered institutional asset manager founded in 2013 that delivers systematic, data-driven long-only equity strategies with integrated ESG analysis to foundations, endowments, family offices, and pension funds across New York, London, and Sydney.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Institutional asset management
• Equity portfolio management
• ESG investing
• Systematic investment strategies
• Investment advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Investment Advisory and Management Fees: SICM generates revenue through investment advisory and management fees charged to institutional clients for managing equity portfolios. As an SEC-registered investment adviser, the firm earns fees based on assets under management and potentially performance-based fees for active mandates.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

SICM is an institutional investment management firm that manages long-only and alternative public equity portfolios for asset owners. It applies a systematic, data-driven approach centered on a proprietary 'Analyst Skill' measurement, with ESG and responsible investing integrated across a suite of US, global, emerging markets, and impact equity mandates.

Product overview

Sustainable Insight Capital Management (SICM) operates as a sustainable asset management firm offering a suite of systematic, disciplined, and scalable equity investment strategies. The portfolio consists of active long-only mandates (US Equity, Global Equity, World ex-US, US Growth, EAFE Equity, Emerging Markets), alternative equity strategies (Long/Short, Market Neutral, Growth/Value), and specialized impact strategies. The US Impact Equity strategy is co-managed with Impact-Cubed for ESG data and impact measurement. All strategies incorporate ESG assessments and responsible investing principles as core components.

Differentiator

Problem solved

Functional benefit

Products and services

• US Equity Active Mandate Long Only Active long-only equity mandate benchmarked versus the S&P 500, designed to generate alpha through systematic investment strategies for institutional asset owners.
• Global Equity Active Mandate Long Only Active long-only global equity mandate benchmarked versus the MSCI World index for institutional investors seeking international market exposure.
• US Impact Active Mandate Long Only Active long-only impact equity mandate benchmarked versus the S&P 500, co-managed with ESG data provider Impact-Cubed to measure positive societal impact.
• World ex-US Active Mandate Long Only Active long-only mandate for developed markets outside the US, benchmarked versus the MSCI World ex-US index.
• US Growth Active Mandate Long Only Active long-only growth equity mandate benchmarked versus the Russell 1000 Growth index, focused on US growth stocks.
• US Equity Long/Short, Market Neutral, Growth/Value Alternative equity strategies including long/short, market neutral, and growth/value approaches benchmarked against S&P and Russell indices.
• EAFE Equity Long Only Long-only equity mandate for Europe, Australasia, and Far East markets, benchmarked versus the MSCI EAFE index.
• Emerging Markets Equity Long Only Long-only equity mandate for emerging markets including MSCI EM and China exposure, with customizable investment options.
• Partnership & Customization Services Collaborative product development with asset owners to create differentiated investment products aligned with ESG and long-term investment objectives, including hypothetical and model portfolios.
• Responsible Investing Policy Integrated ESG framework encompassing negative screening, impact investing, proxy voting, and collaborative engagement on environmental, social, and governance issues across investment strategies.

Quantifiable outcome

• US Equity Active Mandate outperformed S&P 500 since June 28, 2013
• +2 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Impact-CubedcoreStrategic or Co-development PartnerSICM co-manages the US Impact Equity portfolio with Impact-Cubed, an ESG data provider. This partnership combines SICM's investment management expertise with Impact-Cubed's ESG analytics and impact measurement capabilities to deliver impact-focused equity strategies to clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Others

• Lazard Asset Management:

Direct peers

• Trillium Asset Management: Sustainable and impact-focused equity manager for institutional clients, with a similar long-standing commitment to ESG integration since founding and a comparable client base of foundations and endowments.
• Parametric Portfolio Associates: Systematic equity and custom portfolio manager for institutional clients, with a similar data-driven, rules-based approach to active equity management and custom mandate construction, including ESG-integrated strategies.
• Calvert Research and Management: ESG-focused institutional equity manager with a long-standing responsible investing franchise, comparable to SICM's ESG-integrated equity strategies and US Impact mandate serving foundations and endowments.
• Boston Common Asset Management: Sustainable and ESG-integrated active equity manager serving institutional investors, foundations, and endowments — a closely comparable mission-driven boutique equity manager of similar size to SICM.
• PanAgora Asset Management: Quantitative equity manager serving institutional clients with systematic, factor-based investment strategies that closely parallel SICM's systematic active equity approach and global mandate set.
• Bivium Capital Partners: Systematic equity manager using quantitative methods to construct active global equity portfolios, with a similar boutique size and institutional focus to SICM.
• Acadian Asset Management: Boston-based systematic global equity manager using quantitative models to manage institutional active equity mandates — a closely comparable systematic approach to SICM's Analyst Skill methodology and similar institutional client base.

Broad incumbents

• Eaton Vance: Established US asset manager with a parametric/customized equity and ESG platform that overlaps with SICM's systematic, customized institutional equity offerings and ESG-integrated strategies.
• Wellington Management: Large global multi-asset manager with extensive active equity and ESG capabilities, often competing for institutional foundation and endowment mandates that SICM also targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/sicmgmt
• LinkedInlinkedin.com/company/sustainable-insight-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sustainable Insight Capital Management