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.
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.
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.
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.
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.