Foundations & Institutional Investors

Effective positive social and environmental impact requires more than intentionality; it requires a well-researched, well-designed approach. That is why we focus on key strategic priorities to help our clients focus on the most important levers to create change.

Cogent works with asset owners who envision their assets positively impacting the world. We provide strategic and efficient educational, advisory, and implementation services for clients focused on aligning their investments with their mission. We specialize in stakeholder engagement, with our goal of bringing diverse groups together to develop an organization’s impact investment strategy. In addition to educating an organization’s board of directors and trustees on impact, we also educate key staff members and their teams. As needed, we facilitate cross-departmental collaboration to create, update, and assess an organization’s impact priorities.

Our team can guide an organization’s development of an investment policy statement that directly addresses their impact investing policy, facilitate designing a strategic impact investing portfolio, source and qualify potential impact investments, conduct impact and financial due diligence, and advise on deal structuring., We help our clients direct their capital to investment opportunities that tackle social and environmental challenges and focus on measurable, high-impact solutions.

• Impact investing values and mandates alignment
• Impact investment policy statement development
• Develop and provide impact and financial due diligence
• Sourcing and selection of impact investments