Mission-Aligned Investing

Foundations rely on investment returns to sustain their work. iconik empowers them to advance their mission by aligning proxy votes with core principles.

Mission Alignment

Detecting mission misalignment

The voting rights tied to a foundation's stock investments are often exercised by financial intermediaries such as asset managers. But are those votes truly aligned with your mission? With iconik Prism, foundations gain a simple yet powerful way to uncover how their votes have been cast historically — and whether they reflect their values.

Prism analysis

Reclaim Control

Taking back your voice

When financial intermediaries fail to align with a foundation's mission, organizations can reclaim their voting rights. iconik supports this process by creating customized voting policies that ensure every vote reflects the mission.

Vote execution

Transparency & Accountability

Ongoing impact reporting

iconik tracks and reports on votes across key social, environmental, and governance issues. Foundations can integrate this reporting into their annual disclosures, demonstrating accountability to stakeholders and mission alignment.

Impact reporting

Strategic Enhancement

Complements existing investment strategies

iconik strengthens existing investment strategies by turning stock ownership into a tool for advancing mission—without changing how assets are invested.

Investment strategies

Join a growing movement of Active Owners

Traditional proxy advisors face growing scrutiny for opaque practices and misaligned incentives. In response, foundations are taking ownership of their votes—bringing transparency, accountability, and mission alignment to the process.

By joining this movement, your foundation can ensure that every resource works in service of your mission.

Notice regarding Texas S.B. 2337

iconik does not independently issue voting recommendations. All voting choices are generated by applying each client's self-authored policy rules to public meeting data. Where client policies include non-financial factors or factors considered non-financial under Texas S.B. 2337, recommendations may reflect those values and not solely the financial interests of the users who adopted them.

For more information, including how your voting policy is implemented, please log in to your iconik account.

© 2025 by Iconik Securities, Inc. ("iconik")