ImpactWise is an independent consulting firm servicing the unique impact investment needs of the institutional community.  Our team brings more than twenty years of knowledge and experience to assist our clients, by providing the following comprehensive services.

Portfolio Activation

Creating a screening process and procedure for impact investments, whether local place-based or national SRI, PRI, ESG offerings, is essential in the building of an effective portfolio.  This qualitative and quantitative process is customized for each client to meet their specific risk return profile.

Market Analysis

Helping our clients understand the current impact investment product and service landscapes is an important element, in creating their customized strategy.  Our review includes a peer group comparison and analysis, in order to help our clients gain a better understanding of what others are doing in the impact space.

Impact Strategies

Providing our clients with the tools needed to develop and implement sustainable impact investment strategies is a key to a client’s investment success.  The development of these strategies is critical to effective asset stewardship and the measurement of both impact and financial performance.

Custom Projects

All of our clients are uniquely different.  We, at ImpactWise, welcome the opportunity to partner with them to address their distinct needs and desires on a customized project basis.