Contributions

The Materiality of Sustainability for Investors

Posted on September 8, 2020 by Cambridge Associates

Sustainability is increasingly material to investment returns. In this paper, experts from Cambridge Associates discuss five prominent trends that are likely to have relevant implications for investment portfolios over the long term. The five trends we highlight — climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution — all warrant attention from investors, even if they have… Read More

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

Posted on September 8, 2020 by Cambridge Associates

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More

Racial Equity Investing: The Time is Now

Posted on September 8, 2020 by Cambridge Associates

As we all grapple with the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, many asset owners are trying to determine how they can activate their investment portfolios to advance racial and social equity more broadly. In 2018, experts from Cambridge Associates reviewed the state of social equity investing, with a focus on racial equity… Read More

Pathways to Sustainable Investing: Insights from Families and Peers

Posted on September 8, 2020 by Cambridge Associates

Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More

Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Participatory Grantmaking: Has Its Time Come?

Posted on August 25, 2020 by Cynthia Gibson

The paper synthesizes several existing participatory frameworks, identifies common components, and applies these to philanthropy as a “starter” framework that can, hopefully, be used as a springboard for ongoing discussion and development among grantmakers and non-grantmakers. The paper explores whether these existing frameworks—or at least key components of them—can be applied to institutional philanthropy by proposing a starter framework for… Read More

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

Posted on August 24, 2020 by Cynthia Gibson

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking looks at why and how funders are engaging in participatory grantmaking and shifting decision-making power to the very communities impacted by funding decisions. Through examples and insights from a diverse range of participatory grantmakers, the report explores the benefits, challenges, and models of participatory grantmaking… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

The Future of Family Philanthropy: Positioning Families for Greatness

Posted on July 23, 2020 by Nicholas A. Tedesco

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Philanthropic families are expanding their impact, knowledge of the field, and becoming increasingly sophisticated in their giving. There is further demand for philanthropic guidance and resources as donors and their families leverage multiple philanthropic vehicles, engage the next generation, and look to increase their payout rates or even spend down. NCFP President and CEO Nick Tedesco has spent the last… Read More

Trust-based Family Philanthropy

Posted on July 23, 2020 by Sarah Walczyk, Shaady Salehi, Ellen Friedman, Hanh Le

Trust-based philanthropy is being embraced by a growing number of family foundations as a way to alleviate power imbalances between funders and grantees while fostering more productive and informative relationships. Driven by the central philosophy that funders should approach grantee relationships as learning partnerships, a trust-based approach encourages multi-year unrestricted funding, streamlined reporting, and transparent and responsive communication. In this… Read More

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