OnePacific Coast Bank
During the acquisition by OneCalifornia Bank of Shorebank Pacific, SVT Group provided advisory services on the merger of missions, and assisted the newly formed OnePacific Coast Bank to design a next generation impact management system. The system will inform the bank not only of the industries in which it is lending and basic demographic information about borrowers, but also reveal what impact on key environmental and economic justice priorities the bank’s lending is having.
Nemours Health Promotion Services
This project tackled how to measure the value of prevention: in this case, childhood obesity prevention. With Social Enterprise Associates, this 3-part, 3-year project involved: 1. design of an SROI Calculator tool to help staff consider the potential alignment of projects with strategy and impact goals; 2. analysis of the actual social value generated per dollar invested by NHPS in its childcare policy advocacy work; and 3. “SROI 360” prototype of system NHPS and community partners can use to gauge shared progress toward childhood obesity prevention goals.
CalPERS Environmental Investment Advisor
This landmark project measured the actual net environmental benefits of a private equity fund, and later fund of funds, which when combined with the co-investments in the same portfolio of companies cumulatively total $9 billion in assets. With CalPERS Environmental Investment Advisor Byran Martel, SVT codesigned and implemented the pilot version of the environmental due diligence and performance reporting system used in CalPERS’ $600 million Environmental Technology Investment Initiative.