History

Tideline has an established track record as the preeminent consultant in impact investing.

Leadership
Experience

Thought
Leadership

Client
Projects

Client
Milestones

Company
Events

Field
Event

Tideline Pre-History

  • 2000
       

    2000 - DAF – SRI & Impact Investing

    Kim Wright-Violich, founding CEO of Schwab Charitable, Charles Schwab & Co.’s donor-advised fund (DAF), grows it from start-up to second largest DAF in the US. In 2004, Schwab Charitable offers SRI funds and in 2008 it pioneers a microfinance fund, first impact investment on DAF platform

  • 2007
       

    2007 - Investment Bank Social Finance

    Christina Leijonhufvud creates and launches JP Morgan’s Social Finance business, a first-of-its-kind investment banking unit that publishes research on impact investing, makes proprietary investments in impact funds, and structures and distributes innovative impact products to clients

  • 2010
       

    2010 - Market Building

    Ben Thornley, as the director of Pacific Community Ventures’ (PCV) consulting practice, initiates a global research and convening effort focused on the role of public policy in catalyzing impact investment, underwritten by one of four $1+ million grants from the Rockefeller Foundation for impact investing field-building

  • 2010
       

    2010 - Institutional Validation

    Seminal JP Morgan report co-authored by Christina Leijonhufvud provides the first and most cited institutional-quality evidence that impact investing will establish itself as an important investment movement

  • 2013
       

    2013 - Global Leadership

    The White House invites Ben Thornley to make the first expert presentation to the G8 Social Impact Investment Taskforce, which becomes the Global Steering Group on Impact Investment (GSG)

Tideline History

  • 2014
       

    2014 - 

    Tideline, a new women owned business, launches as a specialist consultant for the impact investing industry

  • 2014
       

    2014 - Inaugural Institutional Clients

    Tideline focuses on institutional market and secures first institutional foundation, Development Finance Institution, and insurance company clients

  • 2014
       

    2014 - Impact Lessons

    Ben Thornley, together with Cathy Clark and Jed Emerson, co-authors and publishes “The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism” (Jossey-Bass)

  • 2015
       

    2015 - Foundation PRI and Growth of MRI

    Ford Foundation hires Tideline to redesign its Program Related Investment (PRI) strategy with social justice lens, in the process identifying anchor market sectors for a $1 billion Mission Related Investment (MRI) commitment. Tideline returns to develop Ford’s impact management system

  • 2015
       

    2015 - Mainstream Managers Launch Impact Funds

    Mainstream global asset managers begin to explore impact investing. Tideline advises TPG on first multi-billion dollar impact fund launch

  • 2016
       

    2016 - International Development & Impact Investing

    Tideline sets the strategic direction for the Office of Private Capital and Microenterprise at USAID, later partnering with DAI to create the USAID INVEST platform

  • 2016
       

    2016 - Attracting Private Capital to Global Health

    Tideline leads Gates Foundation’s investigation of innovative, institutional-scale structured investment solutions in global health

  • 2016
       

    2016 - Maturation and Segmentation

    Tideline, in partnership with Cathy Clark (Duke University) and with the support of the Omidyar Network, establishes the need for segmentation in a rapidly growing impact investment market and coins the term “impact classes,” laying the groundwork for the launch of the Impact Management Project

  • 2017
       

    2017 - 

    Tideline completes 50 client assignments

  • 2018
       

    2018 - Expansion Across Asset Classes

    Tideline partners with Franklin Real Asset Advisors to design the impact management system for the firm’s first dedicated impact strategy: the Europe-focused Social Infrastructure Fund

  • 2018
       

    2018 - Impact Management & Standard Setting

    With the emergence of impact management as a distinct technical discipline, Tideline works with theUnited Nations Development Programme to conceive of the SDG Impact initiative for standard-setting

  • 2018
       

    2018 - Generating Alpha

    Tideline, in partnership with Impact Capital Managers (ICM), publishes Alpha in Impact documenting companies outperforming financially, for reasons related to their impact

  • 2019
       

    2019 - 

    Tideline completes 100 client assignments

  • 2019
       

    2019 - Catalytic Capital

    As the research backbone of the Catalytic Capital Consortium — an initiative of the MacArthur Foundation, Tideline publishes “Catalytic Capital: Unlocking More Investment and Impact

  • 2019
       

    2019 - Largest Wealth Platforms Incorporate Impact

    Individual investor demand increases and wealth management platforms hire Tideline to help design impact client interfaces and content

  • 2020
       

    2020 - Impact Investing Practice Standards

    The International Finance Corporation (IFC) and 60 founding signatories introduce the Operating Principles for Impact Management (OPIM)

  • 2020
       

    2020 - Inaugural Impact Verification Report

    Tideline publishes “Making the Mark” report featuring the results and takeaways from the first 13 verifications of investor alignment with the Operating Principles

  • 2020
       

    2020 - Impact Verification Firm Launched

    Tideline launches BlueMark, an independent impact verification service for investors and companies