Our Team and Story


Macroclimate® is a new kind of investment company: one that uses financial science, expert opinions of climate scientists, and state-of-the-art automation technology to help you invest better — in an environmentally-responsible way.

   
 
   


Institutional-Grade Investing Experience for Everyday Investors

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 state-of-the-art technology, we deliver environmentally-responsible, institutional-grade investing experiences to everyday investors anywhere in the U.S. See: Macroclimate® Digital Wealth Manager


Leader in High-Performance Impact Investing

Macroclimate® Digital Wealth Manager covers a broad spectrum of impact investing — with competitive returns. We also donate 1% or more of our annual revenue to environmental research and climate action.




ESG = Environmental, Social and Governance   |   Fossil Free Alpha   |   Factor Investing Alpha


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, 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 (DFA) incorporate innovations in finance and academic research.

Four Nobel laureates in Economic Sciences have served as Directors and Resident Scientists of Dimensional Fund Advisors (DFA): Merton Miller (1990), Myron Scholes (1997), Robert Merton (1997), and Eugene F. Fama (2013).

Macroclimate® operates independently from DFA and doesn’t receive commissions or financial incentives of any kind for recommending DFA funds. We do so because: 1) our investment beliefs are well aligned with DFA; and 2) DFA funds offer a way to attain broadly diversified low-carbon portfolios at low cost. Assets Under Management: $100M (January 2017).

Adapting diversified investment portfolios to climate and carbon risk has been the focus of our research and development of related quantitative tools for conventional and algorithmic asset management since 2010. Macroclimate® Digital Wealth Manager, powered by decarbonized core equity mutual funds from Dimensional, represent the fruits of this labor. See also: Macroclimate® 50 and Research Partnerships.


Digital Technology

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.


Advisory Partners

We’d welcome collaboration with your trusted advisor who assists you with your financial, tax, and estate planning. Please direct your advisor to our Partner Program and discuss this option with them. We offer special pricing for advisors which benefit you, the client.


Client Services

Our Client Services Team prides itself on providing flawless, consistent and reliable services.

support@macroclimate.com
415-723-9695 x2

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