CommonGood is a financial services firm aligning capital to facilitate returns, human flourishing, and meaning.
Create deeper, more meaningful intergenerational relationships with your clients.
Create alignment with your capital and the local and global opportunities you care about.
Your source for advice and implementation of your impact investment opportunities.
asset managers advised
funds on platform
Million capital committed
Private REIT created
Our world is hurting…
Capital has the power to change the world…
Capital is a tool and is used for good and for bad. The difference is the goal and the motives behind the capital. Imagine what would happen if we filled the gap between purely profit and purely charity. It would create another vision of success and undoubtedly unleash untapped creativity and innovation.
It’s the New Exchange
Historically, investing has been dominated by one major concept: risk and reward. However, in a 2017 survey, 75% of respondents said they were interested in investments that focus on achieving both financial returns and have a social or environmental impact. Impact investing is this New Exchange.
Trade fear and greed for joy and freedom
It is said that the markets run on fear and greed which are two natural emotions we have to deal with. But how do you move from fear and greed to joy and freedom? The key is to look beyond yourself. Align your capital with investment themes you have a passion for or care about. Let your capital work for you and for others.
More Than an Investment
CommonGood brings our expertise, experience, and passion for impact investing across real assets, private credit, and private equity. Within those asset classes we have several areas of focus.
Areas of Focus
- Small / medium business
- Formerly incarcerated
CommonGood brings together a team of financial professionals with unique career paths and shared values to positively impact today’s transforming investment landscape and worldview.
To provide access and advisory services to Impact Investments that enhance both the financial goals and values of investors while creating meaningful impact in communities around the world.
Shelly Shafer on the joy found in Impact
What is Impact Investing?
Investing in private investments with the intention of generating both financial returns and non-financial returns such as social, environmental, and spiritual.
Why impact investing?
It’s time for people to be connected to their investment capital. Every investor has their own risk, reward, and goals. In what is a fun and unique journey, Impact Investing allows investors to include their values and passions in their investment decisions.
Different types of Impact Investors
- Foundations and Endowments
- Government Agencies
What are the elements of Impact Investing?
The key elements of Impact Investing are best described in an Impact Framework. This framework is important because it’s the working together of the four different pillars to enable the best possible long-term financial and non-financial outcomes.
- Financial Returns – Each investment needs to define the expectation of returns- from market rate to concessionary.
- Intentionality of Impact – Each investment needs stated objectives of positive social, environmental, or spiritual goals in addition to financial returns.
- Measurement/Reporting – Each investment must allocate time and resources to measure both financial and non-financial goals along with a transparent communication of the actual performance data.
- Sustainability – Each investment should evaluate their model and ability to meet the needs of the present without compromising the ability of future generations to meet their needs.
How do impact investments perform financially?
Where do I start?
The best place to start is to consider what Impact themes match your passions and values, then ask questions of your financial advisor, or feel free to contact us.
Some common Impact themes include…
- Affordable Housing
- Communication Technology
- Financial Inclusion
- Green Real Estate
- Small & Medium Enterprises
- Sustainable Consumer Products
- Wast Management / Recycling
- Water & Sanitation
As producer of CommonGood Capital's podcast 'A New Lens' I've been fortunate throughout 2021 to be able to listen in as Jeff Shafer speaks to all kinds of people about thier own personal Impact journey - showcasing a broad spectrum of beliefs, backgrounds, and...
We're thrilled to be joining the ADISA 2022 Board of Directors. This opportunity will further our goal of bringing impactful investments to the broader alternatives and direct investing industry... Read the full announcement
Impact investing is a great way to create deeper, more meaningful intergenerational relationships with your clients. Here are 10 questions to help get the conversation started. Are you interested in becoming more connected with your investments?Is it helpful to know...
A New Lens
Jeff Shafer, CEO of CommonGood Capital, is joined by Giti Khalsa, President of Pace Wealth Advisors, to discuss his experience growing up Sikh in Mississippi, his parents cultivating his love for the drums that lead to being a founding member of the platinum...
Jeff Shafer, CEO of CommonGood Capital, is joined by Alexandra Dest, founder and CEO of Willow, to talk about her path in financial services from a start in compliance to working her way to a CIO position at Berkshire Bank (all while battling multiple sclerosis),...
Jeff Shafer, CEO of CommonGood Capital, is joined by Bob Doll, author and commentator and former chief equity strategist at Nuveen and BlackRock, on his long career in the investment management business in large-cap public equities, how he fell in love with...