Services
We provide institutional clients with the guidance they need to implement impact investment strategies.
Impact Journey
Tideline makes it easier for clients to execute on their impact investing aspirations. Our advisory and implementation services are designed to efficiently meet client needs and objectives throughout the impact investment process. Our approach is built on a track record of 145 completed assignments — for financial institutions advising and managing over $13.5 trillion of invested capital — and our proven leadership in helping establish many of the building blocks of the impact investing industry.
For those new to impact investing or those looking to strengthen their practices, we offer expert market intelligence, actionable recommendations, and hands-on support for becoming a best-in-class impact investor.
What We Do
Tideline provides advisory and implementation services across all five stages of impact management.
Tideline Impact Management Compass
Strategy Development
Collaborating with clients to launch and strengthen impact investing products, strategies, and practices.
Co-creating the tools and frameworks essential for integrating impact at each stage of the investment process, aligned with the industry standards that Tideline has helped to shape.
Impact
Due Diligence
Partnering with clients in the investment decision-making process to screen and assess impact strategies and practices, as well as identify risk for both funds and companies.
Impact Monitoring & Reporting
Analyzing impact data to develop and help clients publish compelling impact performance reports.
Impact Verification
Strategy Development
Collaborating with clients to launch and strengthen impact investing products, strategies, and practices.
Impact Management System Design
Co-creating the tools and frameworks essential for integrating impact at each stage of the investment process, aligned with the industry standards that Tideline has helped to shape.
Impact
Due Diligence
Partnering with clients in the investment decision-making process to screen and assess impact strategies and practices, as well as identify risk for both funds and companies.
Impact Monitoring & Reporting
Analyzing impact data to develop and help clients publish compelling impact performance reports.
Impact Verification
BlueMark, a Tideline company, provides independent impact assurance services for investors and companies. Learn more at
How We Work With Clients
Our approach to each step in the impact management process is rooted in our decades of experience working with the largest alternative asset managers, wealth managers, and institutional investors on over 145 impact investing projects. We bring an extensive understanding of best practices and continue to actively influence and shape the market.
Visit our Clients pages to learn more about how we are committed to partnering with our clients from ideation to implementation.
CASE STUDY
IMPACT COMMUNITY CAPITAL
Impact Community Capital (ICC) was founded and is owned by a consortium of insurance companies that jointly invested as a closed group in low-income and affordable community development. ICC reached out to Tideline to help develop a business strategy and operating plan to open their impact investing services to new and varied institutional clients and expand ICC’s unique impact investing offerings. Tideline analyzed ICC’s investment history both to identify their best performing investments and to evaluate the potential fee revenue of those investments. Tideline also researched the market to identify the best future investment offerings and target investors for ICC. This analysis resulted in a comprehensive recommendation for business and product strategy. To facilitate the implementation, Tideline took the insurance company owners through a redesign of their ICC governance structure. Over the subsequent six-year period, Tideline was engaged to assist in the execution of various aspects of the strategy’s implementation.