Better Impact Diligence for Improved Returns
ACHIEVING ALPHA & IMPACT ACROSS ASSET CLASSES
Investors | Wealth Advisors | Asset Managers
“Tami impresses on so many levels -- high energy, entrepreneurial spirit, and the rare ability to both see new opportunities and make them happen. I had the pleasure of working with Tami... on strategic international environmental, economic and sustainability issues for business, and I consider her one of the most knowledgeable, capable and imaginative people I have ever encountered. She is a generous leader, a valuable partner and a tireless professional.”
VP, Strategic International Engagement
Energy & Environmental Affairs
U.S. Council for International Business
For Investors who want
an investment edge, by creating better filters to maximize impact &
financial returns while
minimizing downside risk
across asset classes.
The Power to Transform
The InvestingSMART model helps clients refine programs for transformational success. Tami Kesselman and her team work closely with client management, diagnosing where the organization or program is succeeding, and where it is falling short, and help move from that space to a more powerful plan that mitigates downside risk while achieving goals faster and more effectively.
Rethinking success models
Bringing thought leadership around program excellence, designing for scale and building resilience.
The Power to Lead
Tami Kesselman addressing the opening session of a mobile-for-development conference in the General Assembly Hall of the United Nations, inspiring a global audience to see their potential for greatness in shaping a better future in their home countries and throughout the world.
Designing for Success
Brought in as an expert to help Fortune 50 corporations, government aid agencies, and individual investors create programs to maximize their impact.
Whether working with Boards of Directors, small groups of senior executives, or global plenary sessions at the United Nations, Tami has a gift for enabling all parties to come together for consensus and forward action.
...Serving multi-generational clients who want to invest smarter,
creating better filters to simultaneously
maximize impact & financial returns
while minimizing downside risk.
STRATEGIC ADVISORY - We work with Senior Leadership to recalibrate investment strategies, assessing global trends and the competitive landscape, and charting a course to grow your impact and your bottom line to meet your goals.
We work with asset managers to help create client retention strategies that include value-aligned product offerings, whether defined by standard ESG and SRI filters, or individually customized client preferences.
Family Office Principals &
We work with family offices and institutional investors to review portfolio filters, helping to invest smarter and minimize downside risk while achieving broader impact & stronger returns.
We help corporate officers analyze & increase impact of PRI, ESG & CSR programs, reviewing not just your program, but also opportunities to partner for even greater impact and further improved ROI.
Our Primary Focus
Organizations wanting to identify better ways to maximize the financial returns & positive impact of their programs.
Who We Work With
Tami Kesselman's proprietary Investing SMART™ framework helps clients refine programs for transformational success. Kesselman and her team work closely with client management, diagnosing where the organization or investment strategy is succeeding and where it is falling short, and help move from that space to a more powerful plan that mitigates downside risk while achieving goals faster and more effectively.
Simply put, we help our clients identify where they want to be, and create a clear strategic plan to get there.
We can help.
Requirements for market rate growth & 'positive societal impact' sometimes seem at odds with each other?
Lack of management or board alignment to reach long term impact & financial goals?
The need for better due diligence and risk assessments of impact portfolio projects?
Great conceptual ideas for growth, but lacking some of the right global partners to bring plans to full fruition?
Have you faced any of these challenges?
Strategy & Program Design
SPEAKING on SCALE - A dynamic speaker and featured keynote, Aligned Investing
Global founder, Tami Kesselman, has developed a loyal following for her proprietary framework, InvestingSMART™
Pulling from both her business & entrepreneurial experiences, Tami focuses audiences of seasoned practitioners, intergovernmental and corporate executives, private equity investors and emerging entrepreneurial stars on the fundamentals of success – fine-tuning models for stronger financial and impact results while avoiding pitfalls top multinationals, individual investors and globally scaling entrepreneurs forget to account for until it is too late.
Audiences leave with a renewed sense of excitement about the future and a clearer path for executing on their organization’s vision to achieve it.
Along with co-curating the inaugural TEDx at the United Nations, speaking engagements have included the World Forum at The Hague, Rockefeller & Co Wealth Advisors, Opal's Investor Consultants Forum, McKinsey & Co, MIT Enterprise Forum, Mentor Capital Network, Nexus Global Summit, the Social Finance Forum, and +Social Good as a moderator for their Master Class.
Tami also lectures annually on scaling social businesses successfully, including at UPenn, Yale, and Harvard Business School.
We can help! Book a consultation to see how we can be of service to you.