PARTNERS AND CLIENTS
Over the past 15 years, we have advised, lectured at or collaborated with the following institutions.
Private clients and members of the NILA and KATALYST programs are not named.
Advisory and Non-Executive Positions
Kieger, UNDP, IMPACT HUB, PG IMPACT, SIFEM, FORE PARTNERS, CSP at ZURICH UNIVERSITY, UNILEVER, Credit Suisse, JP Morgan, Bank Gutmann, Kaiser Ritter, RVVZ Foundation, IDeA Foundation, Bank of America, Merrill Lynch, US Trust, Susi Partners, SECO, DfID Impact Programme, BlueTech Bridge/DEZA, UNILEVER, EDGE, SKOPOS Fund, Anthos, Porticus, COFRA, Willows Investments, Liechtenstein Dialog for Development, TBLI, PYMWYMIC, toniic, Berta Center for Social Innovation, Vermuth, United Success, TGEP, EnerCIS, SUSI Partners, Entropy, Osmosis Capital.
Lecturing, Public Speaking and Capacity Building Programs (including module hosts)
Wharton, IMD, YALE, St Gallen University, University of Zurich, PG Impact, INSEAD, UNILEVER, FOX, NEXUS, Young Investor Organization, PYMWYMIC, Go Beyond, CEIBS, Triodos, Berta Center for Social Innovation, University of Cape town, Skolkovo, IRI at Harvard University, responsibility, CSP Zurich University, Initiative for sustainable development at MIT Sloan, Berta Center for Social Innovation, TBLI, Campden, FOX, GIIN, Impact CAPITAlism Summit, PRI?, KATAPULT, Liechtenstein Dialog for Development, Impact Park
Partners of Capacity Building Programs/Thought Leadership
ELEA, PG IMPACT, ZURICH UNIVERSITY, GLOBALANCE BANK, US Trust, SECO, PYMWYMIC, Triodos, Berta Center for Social Innovation, DOEN , Rancilio Cube Family office, the HUS. Institute, IMD Center for Social innovation, Climatr KIC.
OUR SERVICES
JBJ Consult accompanies its clients along their impact investment journey. It provides bespoke advice and training to private, institutional, and sovereign investors and philanthropists, helping them develop, implement, and manage mission-driven investment strategies, programs and vehicles.
design and structuring of bespoke impact-generating investment strategies,
programs, and vehicles
design and structuring of bespoke impact-generating investment strategies,
programs and vehicles
strategic (Board) workshops,
practice-oriented educational events, capacity-building programs, and mentoring
strategic (Board) workshops,
practice-oriented educational events, capacity-building
programs and mentoring
non-executive roles,
facilitating supervision and management of impact
investment programs
non-executive roles
facilitating supervision & management of impact
investment programs
STRATEGIC ADVISORY
Internal buy-in, shared vision
Our work often starts by helping a "champion" within the organization or family to position impact and sustainable finance and get a buy-in from those who need to be involved. This frequently entails building their knowledge about this investment approach and about possible engagement options, presenting peer strategies and lessons learned, and breaking down common myths that prevent the engagement.
Strategy/program design
With the green light to go ahead secured, JBJ Consult will help develop a bespoke strategy, based on the client's philanthropic, financial, and personal or strategic objectives. While we have delivered turn-key solutions in the past, we prefer to co-design the strategy with the client. For multi-generational families and large organizations, we also provide support/mediation in articulating common values and reaching consensus on the objectives of the program. We then help develop an impact thesis, conduct a current portfolio scan, and help distill investment criteria and key program parameters, translating these into a coherent and actionable strategy.
Team, investment processes and governance
We help determine how the impact program will be managed, screen internal resources and skills, and build the execution team, including selecting service providers. We also support the development of rigorous and pragmatic investment processes, including the Investment Policy Statements and governance structures.
CAPACITY BUILDING
We are passionate about sharing our knowledge and building clients’ capacity to invest with impact. We have designed and delivered a broad range of (executive) education programs and events, including masterclasses for individual organizations and investor networks and conferences; bespoke strategic workshops and trainings for asset owners and asset managers; impact investment courses and lectures at business schools and universities (executive education and MBAs); and extensive capacity-building programs for asset owners. The flagship program of JBJ Consult for asset owners is KATALYST.
IMPLEMENTATION SUPPORT
Having helped design an impact-generating investment strategy, we often continue to support our clients during the implementation phase, helping them build and manage impact portfolios, assess financial and impact performance, review / update strategy and contribute to organisational development. We effectively become part of our clients' extended implementation team; our involvement typically takes the form of non-executive roles, such as being part of the Advisory Board, Investment, or Steering Committee, or acting as senior adviser.