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Lessons from the Field: Looking Back Over Five Years of Portfolio Analyses

Over the last five years, Impact Commons has conducted dozens of portfolio analyses for its members. As we’ve seen several fiscal sponsor closings over the past year, we wanted to take some time and reflect on patterns and insights from actual portfolio analyses from the field (anonymized, of course).

Join us for a look at some key data points and KPIs that emerge from our portfolio analysis work. What are the signs of a healthy portfolio? What are some of the warning signs? We’ve covered portfolio management a number of times in a general manner. Now lets look at portfolios in action.

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July 24

Field Insights - Findings from Two Regional Fiscal Sponsorship Studies in Maine and Maryland