Below you will find links to several sample projects that Transform Finance is currently engaged with. We welcome your feedback on the projects as well as suggestions for new topics we should tackle at the intersection of finance and social justice.
Alternative Financing Structures
This project, together with the Inter-American Development Bank, highlights emerging practices on structuring investment deals that satisfy the needs of impact enterprises. Download the report HERE.
Social Change Through Public Markets
When it comes to keeping corporations accountable, Divestment and Engagement have dominated for the past few decades. But these strategies have inherent limitations, given current investment and political trends. This project highlights supplements and alternatives to those strategies.
In this project, 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.
Future Of Work
In an era of globalization and automation, workers are increasingly being treated as costs subordinate to capital. This project brings attention to the financial consequences of treating workers as an externality, and what investors can do about it.
From investors to activists, our constituents have been clamoring for a tool that operationalizes the Transform Finance approach to inform investment decisions. In light of this, we have developed a new methodology and audit tool in order to help investors assess how their investments map onto an impact thesis, what negative impacts exist, and whether impact is being left on the table.
Fostering Employee Ownership
Employee ownership has emerged as one of the main ways of creating asset-building opportunities. Transform Finance seeks to increase the number of conversions by designing a private equity acquirer that can buy the company from the exiting owners and shepherd it to