Since our beginnings in 2004, Aeris has established risk management standards for private community loan funds (CDFIs) and has helped drive the development of impact measurement and management practices in the CDFI industry—a learning curve now being replicated in the broader impact investment world. In 2013, the Aeris Cloud became the first online platform to help CDFI investors understand the impact and financial performance of their investments. Today, the broader investing field seeks a reliable, high-quality tool to collect, manage, and analyze impact data. Aeris’ unique experience and expertise can help accelerate the pace of impact investing.
Avivar Capital (Avivar) is a U.S.-based SEC registered investment advisor focused exclusively on assisting institutional, public and private clients in the design, development and execution of impact investing strategies, portfolios and funds. Clients range from small to the nation's largest independent and community foundations, banks, institutional investors and families. Strategies range from place-based or thematic impact investing goals to values alignment for traditional portfolios targeting market-rate expected returns. Strategies typically seek to increase equitable access to opportunity across thriving and sustainable urban, rural and tribal communities.
One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns. Underlying this investment approach is a deep desire to demonstrate the huge investment potential that resides in breakthrough commercial solutions to the world’s most pressing problems. With offices in New York City and Palo Alto, the firm has grown to manage more than $10 billion in multi-asset class portfolios for families, foundations and institutional investors.
CapShift’s mission is to help financial and philanthropic institutions, along with their clients, mobilize capital for social and environmental change. To advance this mission, we partner with leading donor advised funds, national foundations, and private foundations to help them identify, access, and evaluate impact investments. Key funding and support from the Fink Family Foundation, Heron Foundation, and Omidyar Network helps us ensure that our activities align with our mission.
Community Capital Advisors (CCA) is a boutique impact investing advisory firm helping foundations and place-based funders align their investment capital and practices with mission to advance racial equity, inclusive economies, sustainable growth and healthy communities. CCA offers a range of impact investing program consulting services from design through implementation, as well as outsourced solutions for ongoing investment sourcing, due diligence, loan underwriting, monitoring, reporting, project management and administration. CCA has particular expertise in loan funds, CDFI programs and underwriting, mission-aligned cash, racial equity assessment of investment practices, leading investment advisor consultant searches, landscape scans, and customized research and analysis. Please visit the CCA website to learn more about the team, our partners, services and deep commitment to racial equity and advancing equity-focused investment practices.
Dalberg Advisors is a mission-driven strategy advisory firm, working to build a more inclusive and sustainable world where all people, everywhere, can reach their fullest potential.
We are known for a focus on global development - and have nearly two decades of experience advising foundations, development finance institutions, and impact investors on a range of issues across the developing world - but are increasingly serving clients to achieve impact in the US. This includes market research and analysis, investment strategy development, opportunity identification, due diligence, and impact management. Aside from our strategy services, we help our clients build new initiatives and thrive in multi-stakeholder settings.
Our talented staff combine experience in top-tier professional services firms and leading academic institutions, with experience in social impact settings. Our diverse staff is representative of the people we serve: 50% women and 50% men; more than 50 nationalities; more than 90 languages spoken; two-thirds of our full-time staff are based in Africa and South Asia. We are a global partnership, with 27 partners and 25 associate partners globally. Our leadership includes a diverse set of backgrounds: https://dalberg.com/who-we-are/our-leadership
Founded in New York in 2001, Dalberg has a global footprint with 22 offices located in Abidjan, Abu Dhabi, Addis Ababa, Brussels, Copenhagen, Dakar, Dar es Salaam, Geneva, Johannesburg, Kigali, Lagos, London, Mexico City, Mumbai, Nairobi, New Delhi, New York, Paris, San Francisco, Seattle, Singapore, and Washington, D.C.
FEG's mission is to "Empower our clients to achieve their goals through superior investment performance, objective insights, and research". We are an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, community foundations, religious organizations, and healthcare institutions. FEG developed the Responsive Investing Solutions Exchange (RISE), as a partnership with our clients to provide investors seeking both financial and social gains the opportunity to align their portfolios with their own unique goals.
Approx 16 years of assisting clients align their portfolios to their values. In addition, we have our own proprietary impact investing products, notably Women-in-Leadership and Responsible ESG funds, as well we are expending our private investment capabilities.
We provide accessible equitable evaluation that enables you to create measurable and sustainable transformative social impact. We work with investors who want to make a positive social impact on the world in addition to making a financial return on their investment. Whether you plan to build your investment thesis, design an equitable screening process, conduct culturally responsive due diligence, or measure social impact post-investment, we can help you apply an equity lens to your investment.