Who we are
Founded in 2015, Avivar Capital (Avivar) helps foundations, family offices, and other institutional investors put capital to work for positive social and environmental impact. Avivar combines more than a century of experience in impact investment strategy, research, due diligence, and portfolio monitoring and reporting to help clients align their financial resources with the change they seek to create.
Avivar operates through two business lines. Avivar Advisors, an SEC-registered investment adviser,¹ supports investors through each stage of the impact investment lifecycle: planning, policy, process and procedures, and portfolio management. Avivar Fund Management provides fund design, development, capital formation and deployment, portfolio monitoring and reporting, and fund administration.
1 Registration with the SEC as an investment adviser does not imply a certain level of skill or training.
What we do
Institutional investors increasingly want to put capital to work for positive change. Avivar Capital builds the infrastructure to make that possible.
Avivar Advisors works alongside clients on investment strategy, policy, portfolio construction, and the systems that track both financial and social performance. Avivar Fund Management creates and manages funds, raising and structuring capital, then deploying and administering it to drive impact at scale.
ADVIVAR ADVISORS
Support for all phases of impact investment strategy development and execution.
Planning, Policies and Procedures
Assisting clients in designing impact investment strategy, policies, processes, and procedures that align investments with financial and impact goals.
Portfolio Management and Evaluation
Managing impact investment portfolios across impact themes and asset classes, from sourcing and diligence to monitoring and reporting.
Research
Publishing original research and market intelligence on impact investing for financial advisors, wealth managers, and other allocators, including investment due diligence and reporting on compelling impact themes across asset classes.
Training and Education
Designing and delivering customized training or coaching for trustees, staff, private investors, universities, and others interested in impact investing.
ADVIVAR FUND MANAGEMENT
Support for fund design, development and execution to drive impact at scale.
Fund Development and Syndication
Developing funds to address thematic and/or geographic impact theses, from market research to pipeline development, fund launch, and full-service portfolio management.
Fund Administration
Administering investment funds after launch — fund accounting, investor reporting, and the ongoing operations to keep capital moving.