Portfolio Evaluation
Working with foundations to assess the relevance, effectiveness, impact, and sustainability of portfolios
IN ACTION: In 2021, we partnered with the Transparency + Accountability Initiative (TAI) to conduct a retrospective evaluation of their global beneficial ownership transparency (BOT) policy outcomes. Long story short, the six funders were seeking to end anonymous shell companies.
We leveraged an outcome harvesting approach, including document review; grantee partner surveys; in-depth interviews with funders, grantees, and external stakeholders; and a focus group with the TAI Secretariat to assess funders’ individual and collective contributions towards achieving policy outcomes. By the end of the project, we developed:
Methodology lessons learned about evaluating policy advocacy
Eight case studies covering policy outcomes across: Canada, Chile, EU, Nigeria, UK, Ukraine, and the United States, as well as within the Extractives Industries Transparency Initiative (EITI)