Advisory Services

Consulting services for impact investors and financial advisors

OVERVIEW

Whether you are investing in order to align your capital with your values, meet stakeholder expectations or as a way to manage risk and diversify your portfolio, you recognise that generating a measurable outcomes are critical to enable the people and planet to thrive. Just as importantly, you know that this does not have to come at the expense of a financial return.

The worldwide impact investing market size is now in excess of USD$1 trillion, with the Australian market growing at a rapid rate. So regardless of where you are in your impact investment journey, you are or will soon be part of a rapidly growing class of investors who are passionate about making a real difference with their capital.

We can work closely with you to understand your needs and provide tailored, expert advice and strategies so that you can achieve your goal of impact plus financial returns.

HOW WE CAN HELP

Impact Investing Hub leverages Social Impact Hub’s Professional Impact Network to provide a range of impact investment consulting and advisory services. You can find out more about our consultants’ here.

  • Devising, supporting and executing on an impact investment strategy to align with your objectives, including working with you to define impact investment objectives.

  • Measuring the impact of your impact investment portfolio so that you can evaluate the effectiveness of your investments, make more informed investment decisions and demonstrate and clearly articulate your impact to your stakeholders.

  • Exploring whether impact investment is right for your organisation, including facilitating workshops to educate your internal stakeholders on the sector.

  • Facilitating strategic meetings, training days, as well as running a range of specialist workshops related to impact investing

  • Helping you to identify, assess and understand investment opportunities that are relevant to your investment strategy and purpose

OUR WORK IN ACTION

Christian Super

We assisted Christian Super in developing a strategy to build the pipeline of social enterprises in Australia that would benefit from a $1-5 million investment to grow and increase their impact whilst delivering market rates of return to investors.

The Mercy Foundation

We reviewed and analysed existing international social impact investment mechanisms relating to homelessness and then identified potential programs to prevent or reduce homelessness in New South Wales.

Cardano Development

We assisted Cardano to develop one of the world’s first Development Impact Bonds (DIBs) to finance scalable cleaning & cooking enterprises in emerging economies, including identifying outcomes buyers across and developing a prospective strategy and pitch deck for approaching them.