Read the full Forbes article and watch the interview here: http://onforb.es/25Ll7ac. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. The CAPROCK Group, led by Matthew Weatherley-White, has recently launched a new tool for their family office clients to help them better see the impact they have with their investments. The tool, called iPAR, allows clients to drill down on their investments to see the impact in a simple, easy-to-use format. CAPROCK has about $3 billion under management, about 30 employees and five offices. The firm’s revenue model is to charge clients fees for managing their money. Weatherley-White adds, “The only people who have the privilege of paying us are our clients, on either a flat fee or a percentage of assets advised. We accept no compensation from any other source.” He says the firm is profitable and generates a gross operating margin of 25 percent. Of the firm’s $3 billion, $1 billion has been invested for impact. While Weatherley-White says he doesn’t consider himself a social entrepreneur, I think he better be careful or he’ll become one. Certainly he is an impact investor. Read the full Forbes article and watch the interview here: http://onforb.es/25Ll7ac. Please consider whether a friend or colleague might benefit from this piece and, if so, share it.
#418: CAPROCK Group Launches Impact Assessment Visualization Tool