Tailored Strategy for Human Rights Compliance and Alignment

Cruz | Mortensen offers asset owners and asset managers strategies to mitigate portfolio risk, specifically by offering due diligence and policy compliance in areas in which human rights violations manifest as risk. Our background in advocacy and nonprofit management has led to a portfolio of positive change on behalf of community organizations; providing investors with increased value. 

We provide risk management in the form of due diligence in human rights areas for a variety of investments.

Services for


  • Proxy voting policy review; compliance with industry frameworks

    Corporate engagement

    Due diligence in human rights policy areas

    Recommendations for risk management

    Stakeholder engagement

  • Client due diligence requests: reporting designed to meet investor needs

    Proxy voting policy compliance with industry standards

    Human rights engagement strategy analysis

    Reporting for engagement with investors and stakeholders

  • Stakeholder engagement in compliance, disclosure, and reporting

    Community relations pipeline to strategy and policy analysis

    Analysis of reporting compliance with global industry standards

  • Alignment with investor inquiries and best practices

    Due diligence and reporting

    Proprietary report generation in compliance with industry standards

Questions before getting started? Get in touch.