Before you can make a social impact, you need a plan. We partner with you to develop a complete playbook, whether you’re developing an impact investment portfolio or building your own foundation. We work with you to define goals, research opportunities, and develop the governance framework for your investment. We also create detailed processes and procedures to ensure a successful launch and ongoing operations.
Comprehensive Impact Investing Advisory Services
From the kernel of an idea to ongoing portfolio management, Avivar makes your vision of a better world a reality.
There’s no such thing as a standard impact investment portfolio. Our clients are as diverse as the causes they champion, so we provide a personalized investment experience designed to make the most of your goals and provide exactly as much guidance as you need along the way—no more and no less.
Whether you’re a passionate novice looking to launch a new foundation or an established entity looking for stronger financial and social returns on your investment, we’ll work with you to tailor solutions and establish a mission-driven partnership that gets results.
Strategy & Design
Implementation & Execution
With your playbook complete, you’re ready to get in the game. We provide ongoing portfolio management to ensure that your investments thrive. Consider Avivar your Chief Impact Investing Officer to monitor and report on both financial return and social impact. We’re here for the long haul, whether you wish to transition to in-house fund management or leave the daily operational details to us.
Training & Education
Wherever you are in your impact investing journey, we’re committed to making sure you have the knowledge and skills you need to make informed, impactful decisions. From Impact Investing 101 seminars to in-depth training in specific topics, we work to make sure every stakeholder has a rich understanding of the work. We’ll work side by side with your team to coach you through each step of the process.
