Impact Advisory
Research-driven impact strategy services to help our partners better develop and manage community investments.
Broadstreet’s impact advisory services help investors design, structure, and manage investments that deliver measurable, positive impact. Through expert research and analysis, we enable investors to better understand market opportunities, evaluate different investment options, and execute research-based impact strategies. We also help investors build tools and systems to manage the impact of their community investments and align with industry standards.
Why Broadsteet Impact Advisory?
- Deep expertise in various investment themes, including racial equity, wealth creation, healthcare access, and economic mobility
- Expansive LISC network connecting us to 35+ local offices and community partners across the country.
- Practical insight from managing or administering a wide array of impact funds and ~$2 billion in assets.
- Customized and comprehensive services to meet the needs of every impact investor.
- Capacity to “white label” impact funds on behalf of our partners.
- Ability to integrate NMTCs into impact funds, reducing risk for partners and lowering costs for investees.
- Leadership in impact management, community investment, and innovative financing approaches.
Examples of our impact advisory services
Our impact advisory services complement Broadstreet’s comprehensive fund management and administration services, enabling us to bring nearly any community-focused investment strategy into reality.
| Market Scans | Impact Strategy Development | Impact Measurement | Evaluation | Research & Analysis |
|---|---|---|---|---|
| Market scans to assess fund viability and potential impact | Impact strategy development to inform the fund’s structure, operations, and management | Creation of impact measurement and management systems | In-depth fund evaluations and field-building research | Other customized research and analysis supports |
Case Study
Timberland Investment Resources (TIR), a prominent asset manager in working forests and related assets, sought the expertise of Broadstreet to help refine its rural impact strategy as part of its foray into impact investing. The objective was to leverage forestry investments as a catalyst for wealth creation in distressed rural communities across America.
Case Study
ICA Fund, an innovative venture investor, accelerator, and CDFI committed to closing racial and gender wealth gaps, engaged Broadstreet to refine its impact management strategy and strengthen its data management systems. ICA aimed to align its impact management (IM) approach with leading industry practices and build the capacity of its staff responsible for impact measurement and reporting.
Case Study
In 2024, New York Mortgage Trust (NYMT), a publicly traded real estate investment trust (REIT), engaged Broadstreet to develop a comprehensive impact strategy and management system for its Housing Mobility Program, which promotes economic mobility for low-income families. NYMT sought to communicate its innovative investment approach to institutional and philanthropic investors committed to affordable housing, equitable wealth creation, and community development, incorporating best practices from the impact investing sector.