Welcome to Additionality
Supporting UHNW families, family offices and foundations to deploy capital where it truly makes a difference
About Additionality
Additionality supports UHNW families, family offices and foundations in deploying their capital where it can generate measurable, additional impact.
We empower clients across the full spectrum of sustainable and impact investing activities – helping them navigate the field, identify high-impact strategies, find the right partners, and deploy capital with clarity and confidence.
- Deep analysis of the concept of additionality and counterfactual impact investing across asset classes
- Impact in public equities through shareholder engagement
- Investing in sustainable and impactful supply chains
- Impact measurement and management
- Private market impact fund evaluation
- Identifying opportunities for additionality in frontier markets
- Thematic specialisation on key impact themes, such as AI and impact, climate tech, food & ag, poverty alleviation, women’s empowerment, sustainable apparel.
Our Services
Impact strategy development
Building sustainable and impact investment strategies tailored to clients’ mission, values and financial objectives – integrating ESG and sustainable strategies, impact investments, catalytic capital, philanthropy and systems-level thinking into a cohesive whole-of-portfolio approach.
Exploring impact themes
Working with clients to explore and narrow in on preferred themes, from environmental themes such as climate tech, energy transition, food and agriculture and nature-based solutions through to social themes such as gender lens, poverty alleviation, health and education.
Selection of wealth managers and specialist diligence providers
Independent search and evaluation of wealth managers and due diligence providers across public and private markets.
Education and capacity building
Delivering tailored masterclasses, family workshops and education across all key elements of a family impact investing journey.
Thought leadership & research
Producing and collaborating on publications, convenings, and educational programs that shape the field, build investor capability, and amplify client impact.
Thought leadership & research
Producing and collaborating on publications, convenings, and educational programs that shape the field, build investor capability, and amplify client impact.
Education and capacity building
Building on Dr Gifford’s decade of teaching at Harvard, MIT and University of Zurich, we deliver tailored masterclasses, family and foundation workshops and education across all key elements of the impact investing journey.
Impact strategy development
Building sustainable and impact investment strategies tailored to clients’ mission, values and financial objectives – integrating ESG and sustainable strategies, impact investments, catalytic capital, philanthropy and systems-level thinking into a cohesive whole-of-portfolio approach.
Impact measurement and management
Working with clients to develop their impact theory of change that links values, impact beliefs and investment objectives. Developing bespoke impact frameworks and evaluation processes.
Exploring impact themes
Working with clients to explore and narrow in on preferred themes, from environmental themes such as climate tech, energy transition, food and agriculture and nature-based solutions through to social themes such as gender lens, poverty alleviation, health and education.
Selection of wealth managers and specialist diligence providers
Independent search and evaluation of wealth managers and due diligence providers across public and private markets.
Thought leadership & research
Producing and collaborating on publications, convenings, and educational programs that shape the field, build investor capability, and amplify client impact.
Sample six-month impact strategy
development process
Dr James Gifford, Founder and CEO
Dr Gifford is founder and CEO of Additionality, advising UHNW investors and family offices on sustainable and impact investing.
He is also lecturer and Senior Fellow at the Centre for Sustainable Finance and Private Wealth at the University of St Gallen, where he teaches a joint program with MIT (and formerly Harvard) on impact investing for the next generation of UHNW family members.
He was the founding Executive Director of the UN Principles for Responsible Investment and led the organisation from inception in 2003 until 2013.
James also led sustainable and impact advisory at Credit Suisse and UBS for eight years, where he supported UHNW clients and family offices in their impact investing journeys, developed new impactful investment products, and led the banks’ impact evaluation processes.
While based at Harvard, he also served as Director of Impact at TAU Investment Management, a supply chain investment firm in the apparel industry.
James has published numerous articles and book chapters on sustainable and impact investing themes, and has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate sustainability performance.
Dr James Gifford
Founder and CEO
Dr Gifford is founder and CEO of Additionality, advising UHNW investors and family offices on sustainable and impact investing.
He is also lecturer and Senior Fellow at the Centre for Sustainable Finance and Private Wealth at the University of St Gallen, where he teaches a joint program with MIT (and formerly Harvard) on impact investing for the next generation of UHNW family members.
He was the founding Executive Director of the UN Principles for Responsible Investment and led the organisation from inception in 2003 until 2013.
James also led sustainable and impact advisory at Credit Suisse and UBS for eight years, where he supported UHNW clients and family offices in their impact investing journeys, developed new impactful investment products, and led the banks’ impact evaluation processes.
While based at Harvard, he also served as Director of Impact at TAU Investment Management, a supply chain investment firm in the apparel industry.
James has published numerous articles and book chapters on sustainable and impact investing themes, and has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate sustainability performance.
Sneha Yadav
Head of Research, Additionality
Sneha Yadav has more than a decade of experience across asset management and the hedge fund industry, with a focus on sustainable and impact investing. At Additionality, she works to operationalise the firm’s strategy, research and client services.
Prior to this role, she spent seven years as an ESG researcher for JPMorgan Asset Management where she advised portfolio managers and companies on ESG strategies and transition plans. She has been an advisor to the CFA Institute in the development of the Impact Investing Certificate.
Past and present affiliations
Contact
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Specialized Expertise
We bring over two decades of experience in impact and sustainable investing, helping clients align capital with purpose while maintaining strong performance.
Objective Perspective
As independent advisors, we provide clear, unbiased guidance — free from product sales or commercial influence — focused solely on your family’s goals.
Scalable Solutions
Our frameworks are flexible and adaptable, designed to evolve with your needs as your portfolio and impact ambitions grow.
Our Proven Track Record of Excellence
With decades of experience and a commitment to integrity, we provide clarity, insight, and direction for families seeking long-term impact.
What Our Clients Say
How We’ve Made a Difference
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Strategic Reorganization for a Global Energy Firm
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Scaling Operations for a Rapidly Growing Startup
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01
Initial Consultation
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02
Research & Analysis
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03
Development
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Implementation
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Read Our Latest News
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Additionality — Impact Beyond the Baseline.
Strategic consulting for families and foundations creating purpose-driven portfolios.
Services
Information
Phone
+41 79 155 7789
james.gifford@additionality.co