Directing financial, endowment and investment resources towards manageable, measurable social impact through fitting instruments, portfolios and models — balancing sustainability, governance, efficiency and risk.
We design investment strategies and portfolios that target a defined, measurable social or environmental impact and balance financial viability, operational capacity and risk — setting the investment thesis, selection criteria, due diligence, governance and impact management across the stages of the investment cycle and the needs of the beneficiary organisations.
We develop endowment as a system uniting religious and developmental purpose, asset, investment, governance, products, beneficiaries and impact — designing the institutional models, products, portfolios, platforms and data, and building the capacity of trustees and other actors for sustainability, for maximising benefit, and for raising developmental efficiency.
We design funding instruments suited to the nature of the issue, the stage of the solution and the capacity of the implementing body — grants, blended and results-based finance, and flexible instruments — while developing selection, monitoring and governance criteria, financial sustainability models and the partnerships each context calls for.
We build systems that define the intended change, measure its results and put the evidence to work in decisions — through theories of change, indicators, baselines, and tools for data collection and evaluation — estimating social return where it suits the context and the decision, and folding learning back into governance, resource allocation and continuous improvement.