impact analysis

how we help

Many stakeholders are increasingly urging asset managers to consider the effects of their investments beyond the bottom line. This includes calls for greater representation of diverse individuals, evaluating the effects of investment on employee outcomes, and integrating ESG into the investment process, among other things.

We help clients articulate clear and concise definitions of impact based on their unique strategic goals. We also help determine methods for measuring impact using metrics developed in academia and refined by industry leaders. Finally, we help clients to understand their impact performance in context, relative to the rest of their portfolio as well as to industry benchmarks.

Past work highlights

We assessed the impact on portfolio companies of ownership by a large US PE firm by quantifying a number of metrics informed by academic best practices. The results were presented by the firm to investors in several of its annual group meetings.

impact Assessment

We quantified and examined trends of the representation of women and ethnic/racial minorities in ownership positions at asset management firms in the United States over time. View the full report here.

frontier markets

We evaluated the performance of a development finance institution's investments in pre-frontier market VC funds and offered specific recommendations on how to enhance the program moving forward.

diversity study