Values-aligned investing, mission investing, and PRIs

Sustainable Investing as Part of a 10-Year Spend Down at The John Merck Fund

Posted on August 7, 2023 by The John Merck Fund

When The John Merck Fund embarked on a 10-year spendout of its assets in 2012, the board aimed to maximize its grantmaking clout across four core program areas. The board also set another challenge: to finance the effort as much as possible with sustainable investments consistent with the Fund's philanthropic mission—and, what’s more, to do this without sacrificing market-rate returns… Read More

Finding the Right Advisor to Help Align Your Investments With Your Values

Posted on January 13, 2023 by Kate Simpson

Addressing the world’s most pressing issues will require harnessing the power of all investment capital—including the corpus of foundations. While allocating 5% (the minimum required by law) of your foundation’s resources to support its mission can result in powerful solutions and social change, imagine if the remaining 95% were invested to further your goals and objectives? Values-aligned investing, an umbrella… Read More

Impact Investing: Aligning All Capital for Good

Posted on December 7, 2021 by Erika Seth Davies, Kathleen Simpson, Melanie Audette, Doug Bitonti Stewart

Impact investing is a powerful tool to align and maximize assets for good. The practice is growing increasingly common, yet many families are in search of guidance on how to begin or accelerate their impact investing pursuits. Join us to explore the fundamentals of impact investing, and learn more about structures like mission- and program-related investments as well as legal… Read More

Values Proposition: How and Why We Transformed Our Investment Model to Align Our Capital With Our Mission

Posted on August 4, 2021 by Nathan Cummings Foundation

Mission-aligned investing presents a compelling opportunity for philanthropic organizations to reimagine how they use their financial resources to affect change. All of the institution’s capital is harmonized in service of its mission — a total-enterprise approach to impact. Yet, such an approach is relatively novel and still often met with skepticism or confusion. This report by the Nathan Cummings Foundation… Read More

Impact Investing: Mapping Families’ Interests & Activities in 2020

Posted on June 4, 2021 by The ImPact

Impact Investing: Mapping Families’ Interests and Activities is part of a multi-year effort to study a problem that many ultra high net worth (UNHW) families have identified as critical, timely, and important: the existing impact investing opportunity set does not fully match their specific investment interests. The 2020 version of the survey, the second of three planned annual surveys, added… Read More

Investment Policy Statement (Rockefeller Brothers Fund)

Posted on May 15, 2020 by Rockefeller Brothers Fund

The purpose of this policy is to guide the Rockefeller Brothers Fund (“the Fund”) Board of Trustees, Investment Committee, and Outsourced Chief Investment Office (Perella Weinberg Partners) in effectively and prudently managing, monitoring, and evaluating the Fund's investment portfolio. The investment portfolio consists of all funds managed by the Investment Committee… Read More