Impact Management Assessments

Independent verification of a fund manager’s capacity to deliver promised impact

  • Applicable to any type of impact fund
  • Evaluates alignment of a fund’s impact thesis relative to governance and management oversight, portfolio composition, impact measurement and monitoring, and impact management policies and practices
  • Grounded in 15 years of experience assessing U.S. community investments

Contact us to discuss your impact measurement and management needs.

Data Services

Integrated solution for collecting, organizing, and analyzing impact and financial data

  • Supports collection of investor-defined impact metrics, as well as narrative reports, visuals and videos
  • Alignment with existing accounting and emerging impact frameworks and taxonomies
  • User-defined analysis based on historical results and forecasted targets
  • Automated alerts to remind data contributors and notify stakeholders when data reports are available

Contact us to discuss your impact and financial data management needs.

CDFI Ratings and Performance Data

In-depth due diligence and monitoring tools that support decision-making for CDFI investments

  • Rating Reports: In-depth annual analysis and ratings of Impact Management and Financial Strength and Performance

  • Performance Data: Standardized quarterly financial performance and impact data with key performance indicators
  • Investment Navigation Tools: CDFI selection using impact filters, performance-based peer analyses

Explore rated, reporting, and certified funds.

Ready to talk?

Contact us to discuss your needs.