Impact investment asset management is the set of processes and practices over the life of an investment from approval through closing, disbursement, monitoring & reporting, repayment and accounting. Clear, consistent and efficient impact investment asset management practices advance equity and support investee success while providing investors the necessary information to effect strong governance, learn over time to make better future investing decisions and manage impact and return objectives while mitigating risk. Building on Avivar’s research and portfolio monitoring work, this interactive, workshop style session shares impact investor pain points, best practices, and tools for developing an effective asset management system.
I'll Show You Mine If You Show Me Yours: Sharing Best Practices in Asset Management
Lori Mizuno
July 13, 2022
Format
Workshop
Meta Themes
Accountability
Power and Capital
Reimagine Systems
Advance Democracy
Themes
Purpose and Desired Outcome
The purpose of the session is to reimagine how impact investment asset management can help scale impact investing efforts rather than be an impediment. The session will begin with a panel discussion among impact investors who have seen their portfolios grow over time. The discussion will explore the best practices they’ve put in place to support that growth and what pain points they are still experiencing. During the workshop, attendees will be able build on each other’s asset management practices and discuss solutions for the field. After SOCAP22, we hope to continue to convene impact investors around this topic and to share findings & lessons learned with the field. We believe that by developing efficient asset management systems, impact investors can accelerate their deployment of capital to maximize impact.
Audiences
Allocators (Family Offices, HNW Individuals, Foundations)
Asset Managers
Intermediaries (Financial Advisers, Investment Bankers)
Corporate & SME
Speakers
- NameTina Castro
- TitleCo-Founder & Managing Partner
- OrganizationAvivar Capital LLC
- StatusConfirmed
- NameJamie Nichols
- TitleVice President
- OrganizationAvivar Capital
- StatusConfirmed
- NameAnita Foster Washington
- TitleSenior Analyst
- OrganizationAvivar Capital LLC
- StatusConfirmed
- NameCynthia Muller
- TitleDirector of Mission Driven Investment
- OrganizationW.K. Kellogg Foundation
- StatusInvited
- NameJoe Evans
- TitlePortfolio Director & Social Investment Officer
- OrganizationKresge Foundation
- StatusInvited
- NameCharles Coustan
- TitlePortfolio Manager of Impact Investments
- OrganizationMacArthur Foundation
- StatusInvited
