Services for Investors
We support individuals, families, foundations, faith-based organizations, institutions, and other asset owners.
We work with all investors, from foundations and family offices to everyday investors, to help them identify opportunities and to support their decision-making efforts so they can match their money with meaning.
Impact Investor Community
Impact United is a broad-based, peer-to-peer community and movement of investors seeking to mobilize capital towards social, economic and environmental justice, comprised of individuals, families, institutions, faith-based organizations, foundations, and other asset owners.
Impact United seeks to connect individuals and organizations to share, learn, and collaborate with each other, collect and share new insights and knowledge for the collective benefit of the community, and facilitate and support shared actions within the community.
Education
We seek to build capacity for interested and active impact investors, ventures, funds and organizations through hands-on education.
Our flagship investor education series is All-in Impact, offering a peer-focused and comprehensive experience to build capacity and provide a pathway for investors to make the next step on their impact journey.
Advisory
We work with clients seeking to set and revise its impact strategy, develop an impact reporting framework, or augment its deal sourcing and due diligence capacity. Services include:
- Thesis development / Preparing for purpose
- Support in augmenting capacity
- Portfolio support
Direct Investing Platform
SVX is an information and engagement platform highlighting
impact-focused ventures, funds, and organizations.
The SVX Platform provides publicly available information about organizations working toward a healthy, resilient, and sustainable world. SVX conducts a review process for the purpose of determining whether an organization may be profiled on the Platform; SVX does not recommend, endorse, or assess the suitability of any investment opportunity. Any investment decisions are made independently by investors and directly with the issuer.
Impact Donor Advised Fund
MakeWay’s Impact DAF is the first customizable donor advised fund in Canada to be 100% invested for impact. An ImpactDAF at MakeWay offers a new way to maximize philanthropy for social and environmental good by bringing charitable giving and impact investing together in a single fund. The ImpactDAF is designed for foundations, families, and individuals opening a fund with a minimum $1M balance. Funds are invested with a customized strategy that ensures individual mission and values fit, and provides impact measurement using a methodology aligned with the UN Sustainable Development Goals (SDGs). Funds in MakeWay’s ImpactDAFs are invested with and managed by the Genus-SVX Impact Investment Counsel.