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.
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.
We are an independent, Minneapolis-based strategic, financial, and impact investing firm
empowering purpose-driven organizations that drive positive social impact in their communities
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.
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.
