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Social Impact Advisory Services

Designing an Effective Community Scan
To identify community needs and service gaps or learn about existing resources and potential partnerships, community leaders often turn to a community scan.

Expand the impact of your investments

How can your organization create a long-term investment plan and create positive social change in a community? Northern Trust can help your organization develop impact investing strategies that build on traditional grant making and community activities. Northern Trust experts can advise your organization on how to use investment tools such as debt investments, social impact bonds, direct community development investments and other funds that create significant change in the communities you care about.

IMPLEMENT AN IMPACT INVESTMENT STRATEGY OR AMPLIFY YOUR CURRENT EFFORTS

As a value-added service included with our outsourced chief investment officer (OCIO) solution, you can receive strategic and insightful advice from Northern Trust experts whose primary focus is deploying capital in underserved communities. Whether you have an existing program or are exploring options, we will work with your board, investment committee and staff to tailor services to your long-term strategy.

  • An impact program with specific goals.
  • Processes and procedures for sourcing and collecting data.
  • Investment selection, structuring, underwriting, management and valuations.
  • Investment impact monitoring, to guide further refining of strategy.
  • Leverage our own direct community investing experience
  • Targeted community and anchor institution research.

TO LEARN MORE, CONTACT DEBBY KASEMEYER
For more information, contact Debby Kasemeyer, Director, Senior Vice President and Director of Community Development & Investments, at 312 444 4031 or DLK@ntrs.com

Deborah Kasemeyer

Deborah Kasemeyer

Director, Community Development & Investments
Deborah Kasemeyer is a Senior Vice President and Director of Community Development & Investments where she oversees Northern Trust’s community development capital deployment and an Impact Investment portfolio of over $1.5 billion.

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This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.