The defining feature of a social investment is the intention to generate measurable social impact alongside the financial return. Outstanding social purpose organisations, who face significant funding challenges in this constrained environment yet deliver demonstrable social impact, require a straightforward product to link into socially motivated investors. Our knowledge of both the supply and demand side has catalysed the development of our Social Bond Programmes and innovative product structuring and funding models.
How We Work
Key Methodology: The Good Investor
The Good Investor methodology sets out current best practice for impact investors. It uses thorough processes to assess, manage, and report upon impact, which leads to enhanced portfolio and fund management, closer relationship with investee organisations, improved stakeholder communication, and attracts investment.
We raise investment capital by bringing social purpose organisations delivering strong blended returns through a formal process which enables them to raise investment in mainstream capital markets. We create innovative funding models including co-developing the Arts Impact Fund, which launched in 2015. We structure flexible investment solutions to meet the needs of social purpose organisations needs and investors, taking into consideration business plans, financial profile and sources of repayment.
Who is it for?
Due diligence, whole of market advice reporting for impact portfolios and funds
Impact fund structuring
Charities & Social Enterprises
Capital raising including social bond programmes
Capital raising, product and fund structuring
What we offer
We advise and assist social purpose enterprises to raise capital, matching to our network of socially motivated investors...
We develop innovative blended return products, based on our understanding of charity and social enterprise need and investment criteria...
We have a broad network of investors, including fund managers, family offices, foundations, private banks, HNWIs and private wealth managers...