Custom Portfolio Management

Our Approach

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Social Finance partners with individuals, families, and foundations to design and manage customized impact-first portfolios. We work with philanthropists looking to bring flexible, risk-tolerant capital to scalable business models that address social challenges. As a nonprofit and registered investment adviser, we support all stages of the portfolio lifecycle—from initial ideation through ongoing impact management.

Our 34-member investment and impact team brings deep experience in sourcing, due diligence, portfolio construction, and impact measurement across asset classes and sectors. We are supported by an award-winning in-house legal team specializing in contracts and compliance, and a dedicated finance team with strong capabilities in operational due diligence, fund accounting, and administration.


Our Services

Fund Design:

  • Develop investment thesis aligned with impact and financial goals
  • Establish policies and procedures (e.g., governance, criteria, process, terms, etc.)
  • Support formation of financial and legal structure

Implementation & Management:

  • Opportunity sourcing and due diligence 
  • Rigorous impact and financial due diligence
  • Negotiate terms and execute investments 
  • Portfolio monitoring and management 
  • Impact and financial reporting 

Featured Work

See All Work

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Tuesday Fund

$25M

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.

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The Boston Foundation

$6.1M

Social Finance partnered with the Boston Foundation (TBF) to build impact-first investment portfolios, which enabled TBF donor-advised fund (DAF) holders to support local organizations that are advancing equity in Greater Boston via recoverable grants.

I couldn't be happier to be doing this work with Social Finance. The process of designing a fund to meet my philanthropic goals has been candid, cooperative, and highly effective.

Mollie Carter

Tuesday Fund

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