Impact investing aligns an investor’s social and philanthropic values with their portfolio, providing both measurable social and financial return. Baby Boomers are retiring, and their desire to leave a socially responsible legacy is driving the biggest wealth transfer in history. Because the field marries investing skills, strategy, and passion, there is a need for leaders and managers with deep agility and experience. Executives must bring an astute blend of strong business acumen, philanthropic and investment experience, and the interpersonal savvy to interact with boards, investors, and donors across cultures and geographies. Given the multi-disciplinary and evolving nature, and the fact that many impact investing roles are new roles within organizations, they can be extremely difficult to fill and develop.
We are the only organizational consulting firm with a focused impact investment service team that partners with dedicated practices in nonprofit, social enterprise, philanthropy, financial services, energy, education, health care, real estate, technology, public-private partnerships, CEO, boards, leadership development, and succession. We leverage this deep expertise and synchronicity to build organizational frameworks – structures and solutions – that take into account the unique nature of the sector and provide the talent solutions needed to execute strategy. The investment world is about capitalizing on opportunity, and by putting the right frameworks in place, we prepare organizations to move confidently and efficiently – and deliver maximum social and financial impact.