Impact Investor Education

The Activator Series is a systematic deep-dive overview of the portfolio approach to impact investing. The goal of the series is to give those who are new to impact investing or investing in general the tools needed to deploy their capital toward positive impact aligned with their values.

The Activator Series is a curriculum consisting of three courses:

  • Impact 101: Fundamentals: This course provides an educational experience that lays the foundation for impact investing including the vocabulary, frameworks and investor styles needed to navigate the impact ecosystem, plus how to pick an approach, form a team, choose themes and how to incorporate evidence.
  • Impact 201: Impact Portfolio Construction: This course provides an overview of both the traditional asset class allocation approach and “impact first” approaches to impact investing. Each asset class is covered in-depth to provide the knowledge you need to build a comprehensive impact portfolio.
  • Impact 301: Intermediate Impact Investing: This course will help you deepen your approach to impact investing including measurement and management tools, crafting your theory of change, 100% approaches, and reimagining capitalism.

The Activator Curriculum

Impact 101: FundamentalsImpact 201: Impact
Portfolio Construction
Impact 301: Intermediate
Impact Investing
Understanding Impact InvestingIntroduction to Impact in Portfolio ConstructionUnderstanding Impact Management
Impact Investing FrameworksCash and BankingIntegrating Philanthropy
The Impact Investing EcosystemBonds and Public Debt100% Approaches
Picking Your TeamPublic EquitiesUnderstanding Emerging Markets
Picking Your ApproachPrivate Equity Direct DealsCrafting your Theory of Change
Incorporating EvidencePrivate DebtReimagining Capitalism
Focus Areas: Choosing SDGs, Impact Themes, Geographies and LensesPrivate Equity Funds
Special Considerations for Charitable FoundationsBlended Finance and Alternatives to Private
Debt & Equity
Fundamentals OverviewReal Assets
IPC Overview

Accelerate Your Impact Investing Journey

  • Live Educational Modules: Interactive content webinars 
  • Exercises: Assignments, tools and resources included in monthly modules to help you apply the concepts to your own impact investing journey
  • 24/7 Access: Access the course on our learning platform Connect, watch replays of the webinars and lessons, and access accompanying learning guides and resources anytime
  • Glossary of Commonly Used (and often mis-used) Terms
  • Learning Guides: Modules include detailed guides to support your learning experience

Join an Activator Cohort

The Activator Cohort provides members with an intimate, actionable and supportive learning environment. It offers Toniic members the opportunity to take the content deeper and learn in a small group of like-minded peers with accountability and support. 

  • Gain a comprehensive and actionable understanding of impact investing in practice
  • Learn the basic vocabulary of impact investing and important frameworks to help you excel on your journey
  • Develop impact investing skills needed to start deploying a portfolio
  • Put learning into action, share your journey, gain support and develop accountability with other cohort members
  • Share resources, challenges and best practices in a small cohort setting with your peers and like-minded individuals 
  • Enable tangible progress towards portfolio deployment
  • Connect to the larger Toniic community of experienced impact investors and expertise of the Toniic team

2021 Activator Series Courses & Cohorts:

DateImpact 101: Fundamentals 
JanuaryCohort Kickoff
FebruaryUnderstanding Impact Investing
MarchFrameworks for Impact Investing
AprilThe Impact Investing Ecosystem
MayPicking Your Team
JunePicking Your Approach
JulyIncorporating Evidence
SeptemberChoosing SDGs, Impact Themes, Geographies and Lenses
OctoberFoundations of Impact for Foundations
NovemberImpact Investing Fundamentals Overview
DecemberClosing Cohort Session: Next Steps
DateImpact 201: Impact Portfolio Construction
JanuaryCohort Kickoff
FebruaryIntroduction to Impact in Portfolio Construction
MarchPrivate Equity Funds
AprilPrivate Equity Direct Deals
MayPrivate Debt
JuneSubstitutes for Private Debt & Equity
JulyPublic Equities
SeptemberBonds / Public Debt
OctoberReal Assets
DecemberPutting It All Together
DecemberCohort Closing Session: Next Steps
Deepen your impact investing education with Toniic.