Multi-Asset Portfolio for Disability
Client: CBM
CBM UK is a non-profit focused on improving the lives of people living with disability in the Global South. It wanted to utilise its endowment for Total Impact and develop a multi-asset portfolio which would achieve both financial sustainability and social impact.
Project mandate
Strategy and research project which provided
An overview of the impact investing landscape, including case studies.
Feasibility analysis, opportunity mapping, and risk assessment.
Recommendations on investment structures and potential partners.