Impact Evaluation

PCV’s comprehensive impact evaluation services provide vital information and data that socially responsible investors need to align capital with impact.

InSight offers advisory services to institutional investors, foundations, and funds seeking to develop, manage, and assess the performance of their impact investment programs and portfolios across investment areas and asset classes. Some of our client work includes evaluating the non-financial performance of impact investing or philanthropic activities, projects seeking to design or improve impact tracking and reporting systems, and the development of strategies and tools that integrate social mission into the way companies and firms do business (e.g., underwriting procedures, due diligence, and portfolio management).

PCV InSight began providing consulting and research services in 2005, and has become one of the most experienced, specialized providers of impact evaluation services to the most prominent institutions and philanthropies in the world. Our rigorous, client-driven solutions have supported the evaluation of over $40 billion of targeted impact capital across asset classes. PCV InSight clients include CalPERS; The Annie E. Casey Foundation; Macquarie Funds Management; PG&E; Community Capital Fund; The California Endowment; and The Northwest Area Foundation, to name a few.

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CalPERS for California

CalPERS for California image

The California Public Employees’ Retirement System (CalPERS) plays a significant role in California’s economy, providing retirement and health benefits to more than 1.6 million public employees, retirees, and their families, and more than 3,100 employers. CalPERS for California highlights the System’s $20.8 billion of investments in California as of June 30, 2013. The report provides an examination of the broad ancillary benefits of all CalPERS investments in California across asset classes.

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Community Impact Report: Neighborhood National Bank

Community Impact Report: Neighborhood National Bank image

In 2011, InSight was commissioned by Neighborhood National Bank (NNB), a nationally recognized Community Development Financial Institution (CDFI) bank, to measure NNB’s impact in the San Diego region from 2006 to 2010.

This report highlights NNB’s impact over the five year period by analyzing the number of jobs supported through loan activities and the percentage of loans to underserved communities including areas with high poverty and high unemployment. The Community Impact Report illustrates NNB’s leadership and distinctive role in the San Diego region as a depositor and provider of capital to businesses and individuals in underserved areas that are overlooked by traditional banks.

Want to know more?

  • Download NNB’s Community Impact Report here
  • Find out about the banking services NNB provides to the San Diego region here
  • Learn more about CDFIs here
  • Find other CDFIs who are benefiting underserved communities across the U.S. here

Latest News and Publications

October 21, 2014

PCV Selected For The ImpactAssets 50

Great news! PCV’s investment fund has been selected for the ImpactAssets 50 2014 (IA 50), a free, online resource for impact investors and their advisors.

October 02, 2014

Inspiration From The 10th Annual Clinton Global Initiative

Last week, I had the privilege of attending the Clinton Global Initiative (CGI) in New York City.  I was honored to receive a scholarship from the Foundation to attend.

September 16, 2014

New Blog Series! Impact Investing 101

What is impact investing? Despite the impression commonly given by dense, jargon-packed articles on the topic, impact investing is really about a very simple idea: that markets should work for social and environmental good as well as profit. 

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September 12, 2014

CalPERS California Initiative 2013: Creating Opportunities in California’s Underserved Markets

The California Initiative has committed over $1 billion to companies located in traditionally underserved markets, primarily, but not exclusively, located in California. The Initiative has sought to discover and invest in opportunities that may have been bypassed or not reviewed by other sources of investment capital. The California Initiative’s primary objective is to generate attractive financial returns, meeting or exceeding private equity benchmarks.

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September 12, 2014

CalPERS for California 2013

The fourth annual report documenting the California Public Employees Retirement System's $20.8 billion of investments in California as of June 30, 2013. The report provides an examination of the broad ancillary benefits of all CalPERS investments in California across asset classes.

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November 07, 2013

Impact Investing 2.0: The Way Forward - Insight from 12 Outstanding Funds

Impact Investing 2.0: The Way Forward – Insight from 12 Outstanding Funds”, created in partnership with the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University and Impact Assets, identifies twelve high-performing funds that have seen both financial and social returns on their investments. This report is designed to be a resource for the broad community interested in the future of impact investing, but especially for impact investing practitioners – those fund managers, investors, entrepreneurs, policymakers and advisors creating and managing new and existing funds and working hard to achieve successful social and financial performance.

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