Advance Global Capital, Ltd (AGC), is a global impact investment manager that supports responsible and inclusive economic growth in underserved communities worldwide. We specialize in financing invoices for small and medium businesses (SMEs) – the engine of economic growth and job creation and the foundation of resilient local communities. Our mission is to support local, responsible and inclusive economic growth by delivering well-structured financing options that help underserved small businesses thrive.
CIM partners with responsible lenders to finance small businesses in line with the Small Business Borrowers’ Bill of Rights and to effect economic, environmental, and social change. Since fund inception, we have provided financing to 4,200 U.S. small businesses which represent $4 billion in total revenue. These businesses have created 6,000 new jobs from loan proceeds with 45,000 jobs maintained and 131,000 lives affected. CIM also tracks impact metrics that are derivative of the core impact objective: to increase access to capital for underserved demographics and support impact businesses. Across the portfolio, CIM funds 2-3x more women-, minority-, and veteran-owned businesses than banks and financial institutions with an aggregate figure of 50% of the loan portfolio lent to WMV-owned businesses. CIM has additionally built an Impact Assessment system to identify and report on impact businesses across 8 areas of impact with 79 unique tags. These impact businesses expressly seek to create a positive social, environmental, or economic change in their community. 21% of the CIM portfolio (>800 loans) are lent to impact businesses in 8 categories: community health and safety, education and youth development, social justice, environmental sustainability, financial inclusion, healthy food systems, and clean energy and efficiency.
We have one goal: to empower under-represented public equity portfolio managers to launch independent firms and at-scale funds. We incubate portfolio managers (who are employees of Expect Equity and have not yet formed their own firms) for three years to enable them to build a track record and develop relationships with institutional allocators with the hope and expectation that they launch independently at the end of the three years.
Sonen Capital is the leading provider of Impact OCIO services. Working with foundations, endowments, institutions, and families we provide investment and advisory services customized to meet our clients' mandates. As an employee-owned B Corporation, we are committed to integrating social and environmental impact into every aspect of the investment process to deliver on your financial and impact goals.
At Uplifting Capital, our mission is to create a better world by expanding access to for-profit private impact investments that generate benefits for our planet, people, and the global economy. We empower investors to drive meaningful change while achieving competitive returns across nine key themes: inclusive innovation, education, healthcare, renewable energy, climate change solutions, sustainable food systems, financial inclusion, affordable housing, and small business development.
Our mission is to provide responsible stewardship of client assets to achieve client goals, including security, growth and impact. We serve our clients through customized separate account management as well as a suite of mutual funds with comprehensive environmental, social and governance criteria.
For investors who believe markets can deliver financial returns while solving social challenges.
WaterEquity’s funds invest in a portfolio of financial institutions and enterprises in emerging markets—enabling them to scale, meet increasing market demand, and deliver access to safe water and sanitation.
