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Turning Social Data Into Smart Capital

Our data-driven methodology transforms social data into actionable insights for social investors
Ways to get involved
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Unlocking Alpha: A Data-Driven Approach to Social Factor Analysis
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We work with impact organizations, funders, and conveners to support impact and financial goals.
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PRODUCT
SIS is developing solutions across the capital spectrum to meet impact and financial return preferences.
Explore Options
1 Challenge

The Blind Spots
 of Social Factor
Analysis

Unlike financial data, social impact data lacks standardization and transparency, making it difficult for wealth holders to measure outcomes, assess performance, and scale impact effectively.
Social data is costly and complicated to collect, limiting scalability.
No universal standards for measuring social performance.
Fragmented and unstructured social data makes aggregation and analysis difficult.
Capital allocation is misaligned with real social outcomes.
2 SIS Solution

SIS uses proprietary technology to transform unstructured social data into standardized, verifiable insights. Applications built on this engine enable data-driven decisions, seamless impact integration into capital allocation strategies, and more effective funding to impact organizations.

For Social Investors
Access standardized and actionable social insights on impact organizations and funds to align capital with strategic social and financial goals.
For Wealth Managers

Provide clients with transparent social data and benchmarks to integrate philanthropy, impact investing & socially responsible investing into wealth plans.

For Governments and Networks

Enable coordinated impact funding and gain actionable visibility into Social Return on Investment across programs, portfolios, and cross-sector initiatives.

For Nonprofits

Streamline reporting and fundraising with a platform that structures existing social data for grant applications, investor updates, and impact measurement.

Maximize financial returns,
 social impact, or both.

The SIS Platform structures social and financial data to help social investors align capital with their goals—whether maximizing financial returns, social impact, or both. Users can search vetted opportunities, manage investments, track performance across their portfolio, and receive ongoing reporting, ensuring data-driven, transparent, and accountable decision-making.
1 Social Intelligence Investments
The Social Intelligence Index
Identifies top-performing socially responsible companies within the S&P 500 universe using a transparent,data driven methodology that adapts to the dynamic materiality of social factors and evolving company performance.

 

The Social Intelligence Funds
Passive and active funds built on SIS’ Social Intelligence Index, seeking to maximize risk-adjusted returns by dynamically integrating social factor insights into portfolio construction and investment decisions.

 

2 Impact Investments

Provides flexibility and insight for investors seeking to balance social and financial returns. The SIS Platform offers pre-vetted impact investment funds with structured financial and social data, enabling investors to align capital with their risk-return preferences while ensuring measurable impact at both the company and fund level.

3 Philanthropic Investments
Enables funders to align capital with strategic social goals by providing access to nonprofits and structured impact data. The SIS Platform ensures that philanthropic contributions are measured, monitored, and optimized for maximum effectiveness, enhancing transparency, progress tracking, and long-term impact alignment.
 
3 How It Works

The SIS Engine enables social investors
to make data-driven decisions with confidence across
finance and philanthropy.

The SIS Engine combines traditional relational databases with Large Language Models (LLMs) to enhance data accuracy, coverage, and adaptability. By continuously updating our taxonomy and methodology in response to shifts in materiality, we ensures that social insights remain relevant, measurable, and actionable. Generating both qualitative analysis and quantitative metrics, the SIS Engine enables social investors to make data-driven decisions with confidence across finance and philanthropy.

The SIS Engine ingests data from government databases, regulatory filings, direct uploads, and other sources, ensuring that retrieved insights align with the taxonomy’s framework.

The knowledge base serves as a central reference system, ensuring consistency, alignment with global standards, and validation of accuracy and comprehensiveness in social data analysis.

The taxonomy defines what data to collect and how to assess it, providing a structured framework for analysis. Designed to be dynamic, it evolves to reflect shifts in materiality and scope, ensuring relevance and adaptability.

The vector database stores unstructured data throughout the data ingestion process. Using LLMs, it identifies and extracts the most relevant insights aligned with the taxonomy, ensuring precise and contextualized summaries for each impact organization.

The relational database stores structured data collected during the ingestion process. Using traditional queries, it calculates quantitative metrics mapped to the taxonomy.

The relational database stores structured data collected during the ingestion process. Using traditional queries, it calculates quantitative metrics mapped to the taxonomy.

Qualitative information that is relevant for search and comparison and may not be relevant for scoring is structured based on the taxonomy.

Quantitative data is sourced from traditional databases or extracted using LLMs, generating measurable impact indicators that offer clear, numerical benchmarks for analysis. Qualitative data is structured using the SIS taxonomy and LLMs, allowing for standardized analysis across organizations. Rather than assigning scores to inherently subjective social data, SIS provides a framework for evaluating organizations based on structured insights.

4 Read

Outputs: Quantitative & Qualitative Data

May 2025

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5 Next Steps

The SIS Engine enables social investors
to make data-driven decisions with confidence across
finance and philanthropy.

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