Imprint mobilizes capabilities across asset classes, issue areas, and return profiles. Below please find representative client engagements:
- Co-developed and helped gain board approval for a foundation's $100 mm operational learning experiment in mission-driven investing. Currently serving as "Outsourced Management Lead" for the $75 mm U.S.-focused portion of the program.
- Designed, built, and managed a $42 mm institutional quality, 100% mission-driven investment program for a leading social finance organization.
- Helped a leading global company's philanthropic arm develop and execute a strategy to direct capital to small and medium-sized enterprises in the developing world.
- Helped a family office and foundation develop a $20 mm mission-driven fixed income portfolio.
- Helped an individual and their financial advisor create an asset allocation approach for integrating proactive social investments into a broader portfolio; identified executional partner to support implementation.
- Prepared and facilitated a half-day workshop for a family foundation's trustees, staff, and investment professionals to discuss potential approaches to mission-driven investing.
- Retained by leading nonprofit consulting firm to provide intellectual capital and support to a study on the future of impact investing.
