Your organization’s investments are more than a set of assets. You want to create a positive social impact beyond financial returns.
Through Foundation & Institutional Advisors, our Social Impact Advisory Services team will work with your board, investment committee and staff at any stage of the journey – from education to capital deployment to valuation and tracking – tailoring our services to your existing work and long-term strategy. We can help develop real impact investment strategies that expand traditional grant making and other community activities. We can help your organization take advantage of program-related investments or other investment structures to create true impact in the communities and areas you care about.
David C. Rose
David C. Rose is a Vice President and Senior Consultant in Community Development and Investment Group within Corporate Social Responsibility at Northern Trust - Chicago, and a member of the Social Impact Advisors team. David is responsible for analytical support and develops methodologies to track community development activities and community impacts for Community Reinvestment Act compliance, regulatory reporting, and other purposes.
David has nearly thirty years of experience employing various datasets to monitor neighborhood health; analyze housing markets and lending activity; and other topics relating to community development and revitalization. Prior to joining Northern Trust in 2008, David served as Director of Research, Technology and Operations, at National Training and Information Center in Chicago. He had previously worked as an Industrial Consultant at the RichMark Group.
He earned a B.A. in English and Economics from Drake University in Iowa and a M.A. in Economics from the University of Southern California in Los Angeles.
David has provided data analysis on home mortgage lending, predatory lending, and foreclosures; FHA fraud and abuse; and the Community Reinvestment Act. He has provided interviews to the New York Times, Wall Street Journal, and Crain's Chicago Business. He has also appeared on local radio and television stations on foreclosure and predatory lending issues.
In their efforts to strengthen the communities they serve, community leaders often need to identify the needs and service gaps of a community or learn about its existing resources and potential partnerships. To answer these questions and help build their development strategy, leaders can turn to a community scan. While its focus can be as narrow or as broad as needed, a comprehensive community scan will include demographics, social factors, economic data, housing data and anchor institutions.
This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.
This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.