Portfolio management

We take an active role after we make an investment to achieve impact.


What we do

After an investment is made, we support fund managers to measure and manage social impact and financial performance, and help them to develop strong, sustainable business models. We work with fund managers using our Building Blocks framework. We aim to share the lessons we've learnt to contribute to market development over time.

The Building Blocks

What are the key components fund managers, advisors and arrangers, and investor-facing platforms need to be financially sustainable and effective in the long term? We've developed the Building Blocks framework to help organisations assess and identify their strengths and areas for development.

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Building Blocks
  • Impact on people

    We work with fund managers to measure and manage the social impact of their investments to help understand if they are achieving their intended social change.

  • Impact on the system

    We work closely with fund managers to address gaps in capability and to increase performance. Our support includes training, introductions to networks and leadership coaching.

  • Financial sustainability

    Sustainable fund managers generating positive investment returns are more likely to attract other investors. We believe this is the best way to grow the amount of capital available for social enterprises and charities to create impact.

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If you want to learn more about how we can provide support for fund managers, get in touch.