Our Story and Capabilities
Institutional-Grade Investing Experience
Mark Kriss, Macroclimate’s Co-Founder & Managing Partner, first became intrigued by portfolio management in 1998, while attending Stanford’s Executive Program in Financial Management. Particularly inspiring was Nobel laureate William F. Sharpe, a lecturer in the program and one of the principal developers of Modern Portfolio Theory.
Macroclimate incorporates such innovations in academic research and captures the cost advantages of institutional investing. It began in 2004 as a family office to better manage proceeds from the sales of Mark’s prior venture companies, and soon expanded to become a multi-family office serving other entrepreneurs and their families as well. Now, through digital technology, we deliver environmentally-responsible, institutional-grade investing experiences to savvy investors anywhere in the U.S.
Leader in High-Performance Impact Investing
Science-Based Investment Approach
Modern Portfolio Theory, which we broadly adhere to, is the philosophical opposite of traditional stock picking. Combining diverse financial assets in a portfolio can be less risky than putting all your investment eggs in one basket. See: Investment Beliefs
Continuing research in behavioral economics, which combines the methodology of economics with the insights of psychology, also are considered, particularly in assessment of risk preferences, portfolio design, how best to handle liquidity events such as IPOs, and behavioral coaching to improve investor decision-making. This is the core expertise of Peter Kriss Ph.D., Co-Founder & Partner.
Asset-class mutual funds offer a scientific way to attain diversified portfolios at low cost. Institutional-grade asset class funds from Dimensional Fund Advisors incorporate innovations in finance and academic research.
Capabilities of our Tech Team — led by Co-Founder & Partner Jesse Kriss — include data analytics, advanced web technology, and information visualization. The latter includes major projects for the Visual Communication Lab of IBM Research, The New York Times and NASA’s Jet Propulsion Lab.
OVER $120 MILLION OF ASSETS SUSTAINABLY MANAGED
Our commitment to you regarding Information Security & Privacy