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 impact evaluation services in 2005, and has become one of the most experienced, specialized providers of impact evaluation services to some of the most prominent institutional investors and philanthropies in the world. Our clients include CalPERs for California and Neighborhood National Bank; and our rigorous, client-driven solutions have supported the evaluation of over $26 billion of impact and targeted capital.

Contact us at info@pcvmail.org to learn more about our services. 

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

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. 

September 12, 2014

SOCAP Recap Part II: The Next Catalytic Steps

Just what does it take to Ignite Vibrant Communities? Economic opportunity requires more than just small business and jobs—housing, health care, access to healthy food and quality education are just as critical.

September 12, 2014

SOCAP14: The Human Connections Of Impact Investing

“Igniting vibrant communities.” “The intersection of money and meaning.” These are often used buzz words in the world of social enterprise. But what do they mean? And how do they translate to real change in people’s lives? All of us who work in the field of economic development want to do just that — but in what ways can we claim an impact on these populations we’re dedicated to serving?

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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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January 06, 2014

2014 PCV Annual Luncheon Sponsorship Packet

Impact investing has been getting a lot of buzz lately, and for good reason. Impact investors look to make a profit while also making a positive social impact in communities that are overlooked by mainstream investors. By investing for both financial and social returns, impact investing helps to create an economy that works for everyone.

Over the past 16 years, PCV has been making impact investments to high-growth small businesses through our equity and debt funds, and also by investing intellectual capital to build these businesses, all while carefully monitoring the social impact that we are creating. This impact evaluation gives us the data we need to identify best practices in impact investing, and we share this expertise with investors around the world to grow the impact economy.

Join us for our 2014 Annual Luncheon as an event sponsor and help us celebrate PCV’s unique ecosystem of programs that is helping to grow small businesses and social enterprises and create jobs where they are needed most. This year’s event will look at the policy work that PCV is doing across the globe to advance the impact investing economy, and will feature case studies that show how PCV’s work is creating an economy that works for everyone, where everyone who is able has work.

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