The field of mission investing is changing rapidly, and the Foundation is in the process of learning and implementing criteria for investments that are consistent with our purpose and values. Our Investment Committee considers options for market-rate Mission-Related Investments (MRIs) when it reviews asset allocation and conducts new manager searches. MRIs are expected to achieve competitive financial returns and meet one or more of the following categories for socially responsible investment:
1.Environmental, Social, and Governance (ESG)
Investments in companies that exercise environmental stewardship, high labor standards, community accountability and ethical management.
2. Emerging Markets Development
Investments in developing regions (domestic and international) to strengthen local economies, empower underserved populations, and increase global access.
3. Community Investing
Investments in U.S. communities that are underserved by traditional financial services.
4. Clean Energy and Technology
Investments in emerging and proven renewable energy technologies, clean materials, and environmental efficiency.
As responsible investors, the Foundation votes proxies for companies in which we are active shareholders. Click here to view our proxy policies.
The Foundation is active in Mission Investors Exchange and other groups advocating within the philanthropic community to advance mission investing.