We envision a world where capital is a tool for the advancement of real, transformative social change. Through thought leadership, trainings, convenings, and the Transform Finance Investor Network, we support all stakeholders, from community leaders and activists to investors and entrepreneurs, who are exploring that vision.
This briefing highlights the importance of the role of investors in protecting workers in light of major trends in labor dynamics. Conducted with NYU Stern’s Center for Sustainable Business, it outlines the intersection of capital and the future of work and offers recommendations for labor-oriented investors.
Transform Finance seeks to contribute to a broader racial justice agenda by exploring how investment decisions play a role in driving race-related outcomes and by informing, organizing, and empowering investors with concrete tools across asset classes. We’re currently researching the myriad ways in To learn more about our Project, click HERE.
LATEST BLOG POST
BRING A PLACE-BASED INSTITUTE TO YOUR COMMUNITY
Based on growing demand for inclusive, community-centered approaches to capital, we are taking our Institute to six cities across the country. We are looking for local champions to partner with who have convening power in their communities and/or resources to help us bring a Place-Based Institute to their communities.
The Place-Based Institutes are an opportunity for social justice practitioners to explore the role of capital in their work in a way accessible for those not familiar with and/or historically excluded from finance. Participants leave the Institute with:
An understanding of how finance intersects with their work
A sense of the national and local financial ecosystems
Several strategies (earned revenue, impact investing, engaging the markets, and investor accountability, to name a few) to explore further and integrate into their work.
In addition to supporting social justice practitioners in their work, through partnering with local institutions, the Place-Based Institutes will also serve as a convening of like-minded leaders in a city, facilitating conversation and collaboration between those in your local ecosystem fighting for justice.
The fifth edition of Transform Finance's flagship training, the Institute for Social Justice Leaders, took place from September 21-22 in New York City. The training provided a framework for the intersection of social justice and finance, where financial concepts were learned within the practical context of social justice efforts.
This year’s Institute for Social Justice Leaders included:
Two-day In-Person Training
Family Dinner, to connect and reflect in community
WHAT WE DO
THE TRANSFORM FINANCE INVESTMENT NETWORK
The Transform Finance Investor Network is a community of practice for asset owners and other finance practitioners exploring how to deploy capital for social change in accordance with the principles of transformative finance. With a commitment of over $2 billion in aligned capital, the Network is an opportunity for investors to workshop and compare cutting edge impact practices, receive deal analyses, and engage with communities.
CONNECTING FUNDERS & COMMUNITIES
We seek to empower community-based organizations by helping them use capital to advance their missions. Using our unique position at the intersection of finance and social change, we connect investors to projects that serve marginalized communities, support place-based investing initiatives through trainings, and educate grassroots leaders on capital strategies for social change through the flagship Institute for Social Justice Leaders.
ADVISORY SERVICES & THOUGHT LEADERSHIP
We help investors navigate the impact investing space by helping them define the impact thesis for their portfolio, crafting investment policy statements, performing impact audits, and identifying pipelines of aligned opportunities. We develop tools to deepen impact and ensure accountability, such as stronger, more relevant metrics, frameworks and best practices, and alternative deal structures centered on mission preservation.
A brief overview of the Transform Finance approach on impact investing, looking at the challenges of the industry scaling up.
TRANSFORMATIVE FINANCE PRINCIPLES
1) Projects are primarily designed, governed, and where feasible owned by communities.
2) Investments add more value than they extract.
3) The financial relationship fairly balances risks and returns among all stakeholders.
ENGAGE WITH US
We are seeking thoughtful and energetic leaders who are committed to social justice values, versed in finance, and motivated by the idea of growing a small, quirky, yet well-respected organization. We have one open position:
The Research and Advisory Services Manager is a new, key programmatic position with significant responsibility over Transform Finance’s ideation and output. Working closely with the Executive Director, the Research and Advisory Services Manager will be responsible for systematizing and growing the volume of special research projects, such as investor briefings and reports, generating high-level content, and supporting the organization’s growing advisory services.
Visit our Careers page for more information and for other opportunities to work with Transform Finance and our partners.
Our work needs your support! Please join us in reclaiming the role of capital for our communities.
Click the button below to make a tax-deductible contribution to Transform Finance through Common Counsel Foundation. Make sure to select Transform Finance as the designated purpose for your donation. Thank you!
Transform Finance is a fiscally sponsored 501c3 project of Common Counsel Foundation.