Values-aligned investing, mission investing, and PRIs

Impact Investing: Frameworks for Families

Posted on January 24, 2016 by The ImPact

This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing, while illuminating the diversity of the impact investing marketplace as it exists today, and providing families with a basic understanding of how they can start making more impact investments more effectively… Read More

Mission Investments at the Packard Foundation

Posted on December 2, 2015 by David and Lucile Packard Foundation

Since the Packard Foundation’s first PRI in 1980, its approach to mission investing has evolved dramatically. This report by Redstone Strategy Group documents key learnings from some of the Foundation’s more innovative, complex deals – experiences that pushed the Foundation beyond the land and facilities PRIs that typified its early mission investments. The report closes with some of the most… Read More

Essentials of Impact Investing: a Guide for Small-Staffed Foundations

Posted on November 20, 2015 by Arabella Advisors

Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help individual donors, families, foundations with few or no staff, and all sorts of giving entities put more and different types of capital to work for social good. Even better, it can deliver philanthropic impact alongside financial returns—which can enable reinvestment of those funds in… Read More

Mission Related Investments Policy (Mary Reynolds Babcock Foundation)

Posted on October 16, 2014 by Mary Reynolds Babcock Foundation

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… Read More

Does Mission- Related Investing Need to Become Mainstream Before it is Considered Acceptable?

Posted on October 9, 2014 by John Hawkins, Tomer Inbar

Do legal constructs based on the prudent caution of an ordinary person in a similar position imply that mission- related investing must become mainstream before becoming acceptable, a chicken-and-egg, Catch- 22? [Author: Tomer Inbar and John Hawkins] Tomer Inbar: You should think about your portfolio as a whole, how this class of assets fits in, and make sure that, overall,… Read More

Are There Any Easy, Less Labor- Intensive Options for Dipping Your Toes in the Water with Mission Investing?

Posted on October 9, 2014 by Tony Wells

Are there any less labor-intensive options for dipping your toes in the water of mission investing? Utilizing the services that Mission Investors Exchange offers is a great option for dipping your toes in the water. At the Wells Foundation, even though we’ve been doing this for some time, it’s been an incredible relationship with MIE and a tremendous value for… Read More

What is the Biggest Danger or Red Light to Think About with Regard to Mission Investing?

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

What, if anything, is the biggest danger or red light to think about with regard to mission investing? And how do we avoid them? Tony Wells: Before going into the red lights of mission investing, it is worth mentioning that in nine years of mission investing at the Wells Foundation there has been a 100% return on our non-profit loans… Read More

How Does the Divesting Strategy Work Within Mission Investing, and How Do We Evaluate Its Success?

Posted on October 9, 2014 by Melanie Audette

DivestInvest  is a national movement that has signatories looking at divestment of fossil fuels from their portfolio. There are 64 foundations signed on at the DivestInvest.org website and there are resources about divestment strategies there, as well. At the same time, it’s just as important, if not more so, to look at opportunities to invest in alternative strategies for energy… Read More

How do you measure impact or potential impact when deciding how to be most effective?

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

How do you measure impact or potential impact when deciding how to be most effective, particularly when comparing the strategy of maximizing investment returns to having more money for grants versus impact investing? Melanie Audette:This starts with where you are in the process. You should think about your mission and how you are evaluating your grants, and take the same… Read More

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