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Research & Consulting in
Corporate Social Responsibility & International Development
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Independent research, analysis and consulting

Clients / Selected Engagements



Past Clients & Partners

Alternative Investor

Business Week

The Children’s Investment Fund Foundation

Clinton Foundation HIV/AIDS Initiative

Center for Corporate Citizenship
@ Boston College

ELMA Philanthropies

Ethics Resource Center

Fast Company

Fidelity Investments Foundation

Financial Engines Inc.

Ford Foundation

FSG Social Impact

Global AIDS Alliance

Hitachi Foundation

Merck Foundation

News Corporation

The New York Times

Pfizer Inc.

Starbucks Coffee Company

Technologic Partners

 

International Development

The Children’s Investment Fund Foundation
Interventions in Child/Maternal Health and Survival
On the staff of CIFF, a London-based charitable foundation, Jonathan oversaw a $27 million portfolio of grants to the Clinton HIV/AIDS Initiative and the Global AIDS Alliance. Programs ranged from pediatric HIV/AIDS treatment and prevention throughout sub-Sahara Africa and India, to rural health care delivery capacity in Ethiopia, and a maternal/child health advocacy campaign across six African countries. As Global Portfolio manager, Jonathan developed and monitored key performance metrics, provided strategic support to improve performance, and conducted field assessments to evaluate strategy, implementation and impact. In an earlier consulting capacity, Jonathan assessed the activities and outcomes of the Clinton Foundation  in India and Africa, leading CIFF trustees to a multi-year commitment and substantial increase in funding.

Starbucks Coffee Company
Global CSR Supply-Chain Management Program
Through on-site assessment and documentation, Jonathan captured the impact of Starbucks’ supply-chain incentive programs on 11 coffee-farming communities and supply chains in nine countries. Findings, including an internal assessment of future CSR risks to the company, were used to identify modifications to improve effectiveness, and to report to management, employees and other stakeholders.

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Pfizer Inc.
Global Volunteer Program on HIV-AIDS
Assessing Pfizer’s Global Health Fellows program, Jonathan analyzed the initial outcomes for both the company and NGO partners in Africa and Asia, and identified implementation lessons and strategic challenges to improving future performance. read more >

Merck Foundation
Global Anti-Corruption Initiative
Evaluation of a landmark program to promote ethical standards in government and business in the Persian Gulf, South Africa, Colombia and Turkey, provided evidence for Merck’s business case supporting the company's commercial strategy, and led to a redefinition of the foundation’s investment strategy.         read more >

Fidelity Foundation
Social Investment Strategy, India and Japan
Through landscape analyses of local needs, benchmarking of competitors’ investments, and due diligence on prospective partners, Jonathan developed contribution strategies for Fidelity Investments' entry into child health and education programs in India, and capacity building in the emerging NPO sector in Japan.  read more >

Management and Strategy Support

Pfizer Inc.
Disaster Relief, Asia
Pfizer responded to the 2004 Asian tsunami on a comprehensive and unprecedented scale, including cash and product donations, deployment of volunteer managers to disaster sites, and a search-and-rescue operation. The company, on behalf of its Asian business unit and international philanthropy group, engaged Jonathan to assess the effectiveness and efficiency of the response, and to provide recommendations to guide future relief efforts.

Global Consumer Products Company

Management workshop, Africa

Jonathan researched the events leading up to the company's damaging dispute with an African government  over marketing issues, and an international campaign against the company by a global advocacy organization. He then led senior management through a post-mortem workshop of the episode to better understand the outcomes, and how to improve future responses. It led the company to a new Africa engagement strategy and internal changes to how it manages international issues.

Hitachi Foundation and Ford Foundation
Project Mapmaker

Jonathan developed a syndicated op-ed commentary on the linkages between financial value and social values, synthesized from the Project's 2004 efforts to advance CSR practices and principles.

News Corporation
Business plan development and market analysis for an electronic business information service

Technologic Partners
Feasibility study and market research for VentureWire, an online technology information service for the venture capital industry, subsequently sold to Dow Jones & Co.

 

Financial Engines Inc.
Communications positioning for the launch of new financial advisory service of Nobel economics laureate William F. Sharpe, including writing of several technical primers on Modern Portfolio Theory and other investment fundamentals.

 

 

Farm family in East Timor

Training Ugandan nurses

Village water tap in Ethiopia
Top: Farm family in East Timor
Middle: Training Ugandan nurses
Bottom: Village water tap in Ethiopia

Photos by Jonathan Levine
 
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