We employ a research-driven approach to ensure stakeholder engagement, impact accountability, and investment performance. Our products aim to advance the United Nations’ 17 Sustainable Development Goals, adhering to leading ESG standards, thus providing accountability and potential investment alpha.
By integrating our methodology, applied research, and institutional product design, we facilitate scalable bottom-up investments that meet the needs of new consumers.
Asset Management
17 AM designs, builds, and manages asset management products across asset classes for sophisticated investors. Though our solutions-based investment approach, 17 AM provides our clients with private products through our 17 Investments strategy, as well as liquid products through Intentional Funds, a wholly owned subsidiary of the firm.
Consulting
17AM utilizes research-driven stakeholder engagement, capital design, and an intentionality lens to help clients become impact leaders in their respective sectors.
17AM’s consulting services include: measuring and managing the impact of organizations and financial structures, engaging stakeholders, designing financial solutions, and implementation.
Research
17 AM’s Research team produces data-driven intelligence on SDG-aligned investment opportunities in both developed and developing countries.
Our company’s research expertise is core to designing 17 AM’s impact measurement and management strategy, which validates our investments in terms of their contribution to achieving the SDGs.
Core Methodologies
SDG Intentionality
17 AM sees an industry disruption opportunity to move beyond the traditional use of nonprofit capital and for-profit investment. We design solutions blending catalytic capital providers with long term investors to achieve SDG-aligned outcomes.
Blended Finance
We use blended finance in our funds – working with catalytic and private-sector investors more effectively manage risks. We believe that blended finance funds are essential to helping capital reach geographies where it is most needed.
Design Thinking
Design thinking is critical to our strategy, and allows us to build deep knowledge of local trends, challenges, and opportunities that will influence our product design. We start with the problem – understanding development challenges as well as investor needs, and work alongside a wide range of partners and other stakeholders to prototype ideas, and ultimately create well-structured vehicles with product-market fit.
Impact Measurement & Management
We believe that a robust, ongoing, and transparent impact measurement and management strategy (IMM) is key for any impact-focused product. 17 AM’s proprietary IMM strategy begins with intentional entry and continues into a concrete data collection and analysis framework to manage impact throughout the investment cycle from origination to exit.
17 Asset Management offers our clients a suite of proprietary financial products built to generate both financial returns and social impact.
Management Team
Heather McGee
Chief Executive Officer
Heather is the Chief Executive Officer at 17 AM, overseeing corporate strategy and day-to-day operations and actively serving 17 AM’s consulting clients. Her work in finance began in New York at Ramius Alternative Solutions, a global asset management firm with $4B AUM. Following that, she worked at the Pershing Square Foundation, where she had a portfolio of $500M in grants and program-related investments (PRIs). In her last role before joining 17 AM, Heather supported the business development of Good Capital Project, a 2-year initiative teaching investors how to embed impact into their portfolios. Heather holds a BS in Political Science from The University of Utah and an MPA in Social Impact, Innovation, and Investment from NYU Wagner. Heather’s graduate thesis was a study on how investors measure and manage the impact of their portfolio companies across asset classes.he was the Founder and Head of Portfolio Management at Copper Rock Capital Partners. Before founding Copper Rock, Tucker was the lead portfolio manager of the Small Cap Growth strategy at State Street Research. He began his career in research at Merrill Lynch and Cowen and Company. Tucker earned a Bachelor of Arts in Economics from Washington and Lee University.
John Morris
Founder & Executive Chairman
John is the Founder and Executive Chairman of 17 Asset Management, an impact advisory and asset management firm, where he manages the firm’s overarching strategy. John spent 23 years at Merrill Lynch, managing businesses in London and Dubai and launching market-based country plans across Europe, Africa, Middle East, and Latin America. John then moved to the New York office where he was Chairman of Latin America and Head of International Product and Marketing. Following Merrill Lynch, John co-founded Clearbrook Global Advisors, an institutional asset management advisory firm that grew assets to over $20 billion in AUAs. Following Clearbrook, John co-founded Snowden Lane Advisors, a wealth management firm with $10 billion currently in AUM. John also served as a Board Member and Managing Partner of SOCAP Global where he launched the Good Capital Project and designed the Total Impact Portfolio Challenge.
John works with global clients with a focus on product design, product distribution and impact measurement of the emerging stakeholder economy. His work focuses on designing scalable products that authentically align with the UN SDGs, provide return profiles that meet the objectives of targeted capital providers, and meet the needs of those most affected. John is a frequent speaker on the topics of asset classes, investor segments, distribution channels and how product design can help achieve the UN Sustainability Goals. John lives in Princeton, NJ with his wife, and has four daughters and four granddaughters.