Case Studies: Due Diligence, Performance Monitoring, and Impact Evaluation for Fund Managers

Global Impact Investing Network

As part of the GIIN's strategy to bring more impact investing capital to the market, the ImpactBase database was created. ImpactBase is a searchable, online database of impact investment funds and products designed for investors to connect with fund managers. During 2014, Godeke Consulting managed all of the functions of ImpactBase for GIIN including curation of fund profiles, communications with subscribers and fund managers and the technology platform. Our team increased the number of funds on ImpactBase as well as subscribers.

National Community Investment Fund

Our team completed an engagement to work the National Community Investment Fund (NCIF) on the vetting of strategic options for expanding its investment offerings to a wider range of investment strategies for various types of impact investors. This engagement included helping NCIF define various investment strategies across asset classes, assess different investment structures, and analyze potential target markets with a resulting with the highest likelihood of success.

Impact Investing Mutual Fund Group

Godeke Consulting worked with a leading impact investing mutual fund group to fine tune its strategy to expand its influence and market with institutional fund platforms through a series of targeted interviews with financial advisors. Our team developed an interview template with the goal of determining how financial advisors prioritize impact investing funds, gather information and education on impact funds, and how they incorporate impact investing funds into their advisory operations and capital deployment. Based on these results, we made a series of specific recommendations to the fund group about how it could re-allocate its marketing resources to accelerate its asset growth on these platforms.