Social Finance works closely with individuals, families, and advisors to understand their objectives and align charitable assets with personal values. We partner at every stage of the investment journey: from education and strategy to sourcing opportunities, conducting due diligence, and managing comprehensive impact-first portfolios.
Our team brings strong investment expertise and a deep understanding of impact assessment. We have particular experience working with rising generation philanthropists navigating new models of giving and impact investing.
Our Services
Education and Engagement: Social Finance provides tailored education and guidance to help individuals and family offices move from learning about impact investing to taking action. We offer one-on-one and small group sessions, and customized materials to build confidence and support informed decision-making.
Strategy Development: We work closely with you to define your impact and financial goals, identify priority focus areas, and build an investment strategy aligned with your values. Together, we establish clear targets for risk, return, and liquidity across your portfolio.
Evaluating and Improving Impact: We help investors determine the impact they seek through their investments. We develop impact measurement and management strategies that make it easy for investors to report, assess, and improve impact performance.
Portfolio Design & Construction: We help structure your portfolio by identifying investment opportunities, conducting impact and financial due diligence, and supporting you through the decision-making and execution process.
Custom Portfolio Management: We can provide outsourced, end-to-end support to help you design and manage a tailored portfolio. This can include asset allocation, performance monitoring, coordination with external managers, and guidance on reinvestment decisions.
Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC).
Made possible by a generous commitment of $25M from philanthropist Mollie Carter, the Tuesday Fund is a pool of impact capital investing to advance economic mobility for low-income individuals across the United States.
In traditional philanthropy, dollars can only be granted once. Social Finance’s impact-first investments, which blur the line between giving and investing, offer a more impactful and scalable approach to using capital for good.
Laura Lauder
Founder, Laura and Gary Lauder Family Venture Philanthropy Fund, and investor in the Impact First Fund. No compensation was provided in exchange for testimonial.
The Social Finance Impact First Fund was selected for The Liist December 2023: a selection of impactful companies and impact-oriented funds that are actively raising capital – curated monthly by ImpactAlpha and Realize Impact.
SF Advisers, LLC is an SEC registered investment adviser offering impact investment advisory services. Registration does not imply a certain level of skill or training. The information contained on this website is provided solely for information purposes and is not to be construed as a solicitation of an offer to buy or sell any securities or other financial instruments in the United States or any other jurisdiction. No investment decision relating to securities or relating SF Advisors, LLC or its affiliates should be made on the basis of this website. There can be no assurance that investors will avoid losses or experience positive returns, or that such returns, if any, are commensurate with the risks associated with impact investments. No representation or warranty is made or implied concerning, and SF Advisers, LLC assumes no responsibility for, the accuracy, completeness, reliability or comparability of the information contained herein relating to third parties, which is based solely on publicly available information. SF Advisors, LLC undertakes no obligation to update the information contained herein.
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