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
strategic (Board) workshops,
practice-oriented educational events, capacity-building
programs and mentoring
non-executive roles
facilitating supervision & management of impact
investment programs
STRATEGIC ADVISORY
Engaging stakeholders, building alignment
Our work often starts by helping a "champion" within the organization or family to position impact and sustainable finance, gathering support from relevant stakeholders. This typically involves equipping them with knowledge about this investment approach and potential engagement strategies, sharing insights from peer experiences, and dispelling common misconceptions that may hinder involvement.
​
Crafting strategy, designing investment program, building Theory of Change
With the green light obtained, JBJ Consult collaborates closely with clients to develop a customized strategy aligned with their philanthropic, financial, and strategic objectives. While we have previously provided ready-made solutions, we prefer a collaborative approach, co-designing strategies with clients. For multi-generational families and large organizations, we also facilitate discussions around shared values and program objectives. Subsequently, we assist in formulating an impact thesis, conducting portfolio assessments, and refining investment criteria and program parameters to create a coherent and actionable strategy. For those seeking to enhance their impact, we aid in developing a tailored Theory of Change.
Building teams, developing impact processes, establishing governance
We support clients in defining how the impact program will be managed, assessing internal resources and expertise, and assembling execution teams, including the selection of service providers. Additionally, we assist in establishing robust and practical investment processes, including the Investment Policy Statements, governance structures, and impact assessment and management.
CAPACITY BUILDING
We love to share what we know and empower our clients to make impactful investments. We have developed and delivered a variety of educational programs and events, including tailored masterclasses for different organizations and investor networks, as well as conferences. Additionally, we offer customized workshops and training sessions for asset owners and managers, along with impact investment courses and lectures at business schools and universities, spanning executive education and MBA programs. We've also implemented comprehensive capacity-building programs specifically designed for asset owners. Our flagship program for asset owners is KATALYST.
​
IMPLEMENTATION SUPPORT
After assisting in the design of impactful investment strategies, we frequently provide ongoing support to our clients throughout the implementation phase. This involves aiding in the development of practical implementation approaches, facilitating the selection of service providers, or the establishment of internal teams. Additionally, we offer assistance in managing impact portfolios, conducting performance assessments, strategic reviews, and organizational development initiatives. Our commitment often extends to assuming non-executive roles within our clients' organizations, such as serving on Advisory Boards, Impact Investment Committees, or Steering Committees, or providing guidance in senior advisory capacities.