Values-aligned investing, mission investing, and PRIs

How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?

Posted on October 9, 2014 by Tomer Inbar, Tony Wells

Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going… Read More

Communty Foundation Field Guide to Impact Investing

Posted on September 1, 2013 by Mission Investors Exchange

Community foundations serve people who share a common interest—improving the quality of life in their local areas. Given their place-based focus and commitment to activate resources to meet their missions, more and more community foundations are adding impact investments to their toolbox. Unlike grants, impact investments intend to generate both targeted social or environmental benefit and a financial return. To… Read More

Impact Investing and Family Philanthropy: a One-Two Punch

Posted on July 12, 2012 by Julia Balandina Jaquier

Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives… Read More

Investment policy statement with focus on socially responsible investing (Needmor Fund)

Posted on April 15, 2004 by Needmor Fund

An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More

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