Meketa Connectives | Underwriting Resilience

February 2026

Mission driven investing is often framed around values, outcomes, or thematic exposure. What we observed from our last Mission Driven Investing Day within private markets may point to something more fundamental: how the managers are underwriting resilience in capital structure, governance, operations, and exit planning.

Across strategies, many managers were not positioning mission as a parallel objective. Instead, mission was integrated as a byproduct of disciplined underwriting designed to help businesses endure volatility, scale responsibly, and compound value through cycles.