Case Studies: Research and Analytics for Asset Owners
Rockefeller Philanthropy Advisors
Godeke Consulting has been at the forefront of the impact investing industry and has contributed to the field through several groundbreaking publications. Since the initial partnership of Rockefeller Philanthropy Advisors and Godeke Consulting in 2008, “Philanthropy’s New Passing Gear,” and “Solutions for Impact Investors,” have become industry pillars of knowledge, discussion and practice. These guides have been shared across organizations, used as educational materials, and cited in dozens of subsequent works including features in the World Economic Forum, the Social Impact Exchange, and the Institute for Philanthropy. Rockefeller Philanthropy Advisors and Godeke Consulting are currently working on a 10th Anniversary relaunch of these monographs.
The Rockefeller Foundation
Godeke Consulting has recently completed an engagement assisting The Rockefeller Foundation with the transition of its PRI portfolio from one team to another. This assignment included a wide range of activities from day-to-day management of the global, multi-asset class portfolio (due diligence, origination, execution, systems, and monitoring) to onboarding the new team on operational and strategic issues in order to create a firm platform for growth of the portfolio under new leadership at Rockefeller.
Baltimore Corporate Philanthropy Cohort
We provided a cohort of Baltimore corporate philanthropies an industry snapshot that examined how other philanthropies—corporate foundations affiliated with financial services institutions in particular—were engaging in mission aligned investing. The goal was to help the foundation cohort to better understand the state of this market and then identify high level access points for their exploration of impact investing and alternative philanthropic models in Baltimore. We created a concise overview of the current state of the impact investing field and interviewed a series of peer foundations and other stakeholders. The issue brief and landscape was then shared with the cohort.
The Rockefeller Foundation
As part of the Rockefeller Foundation's Innovation Team's development and launch of the social impact bond structure in the U.S., we were engaged to develop “Building A Healthy and Sustainable Social Impact Bond Market: The Investor Landscape.” We led interviews and convenings with over 90 investors and stakeholders over an eight-month period to understand the requirements needed to scale the market and address social problems facing poor and vulnerable communities in the U.S. We tested investor interest in this new impact investing structure that crosses traditional asset classes prior to the first launch of SIBs in the United States.