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Socially Responsible Investment Management Firm

A long standing socially responsible investment manager created a private assets fund of funds, thoughtfully bringing together sustainability and impact-oriented managers for its private clients. In late 2020, Rizoma Ventures was brought on to create the inaugural impact report for this vehicle. Claire worked to clearly represent the team’s catalytic capital allocation, as the fund intentionally carved out capital for first-time managers and different facets of impact. The result was a lean, modular report combining both data on the entire portfolio as well as emotionally resonant stories. The report allowed the investment manager to share the positive impact of its clients' capital. Rizoma has been engaged for additional impact reporting projects in 2021.




Photo by Tim Swaan on Unsplash



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