For Institutional investors who want to make an impact through their investment assets:

  • Education of Board and Staff on on ESG/Impact Investing
  • Landscape analysis of ESG / Impact Investing opportunities, by asset class and thematic
  • Peer analysis and benchmarking
  • Guidance for Investment Committee and Staff through an Investment Advisor/OCIO review and RFP process
  • Ongoing review and support of investment program implementation

For Foundations seeking to expand their impact through their programmatic work

  • Theory of Change development
  • Sector and thematic portfolio review of current grant programs
  • Landscape and gap analysis between Theory of Change and current programmatic portfolio
  • Review and strategy development of specific programs
  • Grant origination and development

Contact us to lean more