CommonGood is a financial services firm aligning capital to facilitate returns, human flourishing, and meaning.
Create deeper, more meaningful intergenerational relationships with your clients.
Individuals, Families and Foundations
Create alignment with your capital and the local and global opportunities you care about.
Impact Fund Sponsors
Your source for advice and implementation of your impact investment opportunities.
asset managers advised
funds on platform
Million capital committed
Billion DAF Consulting / Due Diligence
Private REIT created
More Than an Investment
Investments can produce potential returns for your needs and dreams, but they also impact people, communities, and the planet. Your capital has the power to not only change your life, but also those around you- it’s more than just 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
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.
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?
Increasingly, investors are recognizing the power of capital and challenging the long-held views that investments should exclusively focus on financial returns with little regard for social and environmental issues. In addition, many recognize the shortfall that both non-profits and governments have to meet the ever-increasing needs and opportunities. In turn, it’s clear that business, done well, has the ability to impact people, planet, and profits for the common good.
It’s time for people to be connected to their investment capital. Every investor has their own risk, reward, and goals. With its unique and innovative approach to money management, 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
ASI Impact Report Available
Alliant Strategic Investments (ASI), the manager behind the ASI Multifamily Impact Fund, recently released their Impact Report for 2022. In short, ASI focused on improvements both in the properties they served and in their ability to streamline internal processes...
Observations from an Affordable Housing On-Site Visit
Having been to many Alliant Strategic assets in the past, it was a privilege earlier this month to take a few RIAs on a site visit and due diligence tour of the first property acquired in ASI Multi-Family Impact Fund. Oak Hill Village is a 181 unit property...
Taking Impact to the Main Stage
The ADISA conference taking place April 24-26th, will feature a presentation by Jeff Shafer, CEO of CommonGood Capital, on "The State of Impact." This will be part of the 2023 Spring Conference's General Session I, which will provide an in-depth overview of the...
A New Lens
#62 – Greg Lanier on Finding Impact by Faith
Jeff Shafer, CEO of CommonGood Capital, chats with Greg Lanier, a pastor and New Testament professor at Reform Theological Seminary, on how his experience in financial services dovetailed nicely into a transition into ministry, how faith-based investors...
#61 – Alix Lebec on De-Risking Impact and Global Equity
Jeff Shafer, CEO of CommonGood Capital, speaks with Alix Lebec, CEO of Lebec Consulting and an entrepreneur and advisor focused on the intersection of impact, philanthropy, and sustainable finance. Alix details her unique formative years growing up as a French citizen...
#60 – Reid Thomas – From EB5, to OZs, to Impact Investing
Jeff Shafer, CEO of CommonGood Capital, speaks with Reid Thomas, Managing Director and Chief Revenue Officer of JTC Americas, about living as a dual citizen, applying his Silicon Valley tech background to impact and opportunity zone funds, how the passage of time has...