Core Services
Avivar assists institutional, public, and private clients in the design, development, and execution of impact investing strategies. Whether through portfolios or funds, we apply the analytical rigor of traditional investing, enhanced by social and environmental considerations.
Avivar Advisors
Planning
Design impact investment strategy and identify metrics for social and financial performance; conduct landscape scans to identify potential investment opportunities, co-investors and strategic allies to provide credit enhancement and other risk mitigation.
Policy
Develop impact investment policy statements documenting an investor's goals, objectives and constraints, and governance structure, along with specific asset class policies as needed, such as credit policy, equity and valuation policy, and/or donor engagement policy.
Process and Procedures
Design and document operational plans for impact investing strategies and portfolios, including customizing the investment and tracking and reporting processes to the investor’s governance bodies, staff and external professional partners.
Portfolio Management
Provide the full scope of outsourced impact investment portfolio management services, from investment sourcing, diligence, structuring, and reporting on financial and social performance, to integrating learnings with the investor’s broad activities.
Research
Drawing on Avivar's advisory and fund management experience, support financial advisors, wealth managers, and other asset allocators through research on impact investing trends and practices, and due diligence and performance reports on a range of thematic investment opportunities.
Training and Education
Design and deliver coaching, training and other education programs for the range of impact investment stakeholders, including trustees, investment committees, executive leadership, investment and finance staff, program staff, and donors, often in tandem with a client's existing investment advisors, attorneys, and accountants.
Avivar Fund Management
Fund Development and Syndication
Design, develop and manage funds, families of funds, and transaction syndication. This includes market assessment to inform fund strategy and pipeline development, capital formation and deployment, and monitoring and reporting on fund investments.
Fund Administration
Execute fund accounting, investor reporting, and ongoing operations to effectively steward investor capital.
Avivar Capital Lifecycle Framework
Avivar approaches impact investing strategy in a lifecycle framework that reflects issues investors typically manange in moving from idea to action. It complements an investor’s broader social or philanthropic strategy and supports building an impact investing strategy over time, as an investor learns about and gains comfort with the range of opportunities that can fit its risk-return preferences--and considers whether and how to engage with co-investors and other strategic partners.
Avivar typically incorporates education and coaching on impact investing throughout its client engagements. This ranges from customized coaching, training and other education programs for trustees, executive leadership and staff to donors and other partners. Frequently it includes our work with a client’s existing investment advisors to ensure smooth program implementation.