Investments

Investing Evolves

Publication date: 
05/2014

A brief history of investing that advances environmental and social concerns, and why impact investors and sustainable investors should look to what they have in common, not how they differ.

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Study Reveals Disconnects in Philanthropic Conversation

Publication date: 
10/2013

A recent U.S. Trust study reveals several disconnects between HNW individuals and advisors centering on the initiation and substance of philanthropic conversations. For instance, many advisors underestimate their clients’ desire to discuss their charitable goals and passions, and overestimate the importance of tax benefits as a motivation for giving.

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From SRI to ESG: The Changing World of Responsible Investing

Publication date: 
09/2013

Thoughtful investment professionals continue to debate whether a portfolio’s long-term performance can be enhanced by including environmental, social and governance (ESG) considerations in the security selection process, but responsible investing is more than a passing trend. Long-term fiduciaries should educate themselves on the fundamental arguments for and against ESG, and think critically about its meaning for the institutions they serve.

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Community Foundation Field Guide to Impact Investing

Publication date: 
09/2013

The vision for this Field Guide came from the collective wisdom of a working group convened by the Council on Foundations in August 2012. Guided by the community foundation leadership of Kathy Merchant at The Greater Cincinnati Foundation and Stuart Comstock-Gay at The Vermont Community Foundation and managed by Laura Tomasko at the Council on Foundations, the working group met throughout the past year to strategize on how
best to move the community foundation field forward in impact investing.

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Investing for Impact

Publication date: 
09/2013

This report addresses how governments that hire charitable nonprofits to deliver services and then reimburse them for less than reasonable indirect costs undermine the ability of nonprofits to deliver high quality services. It reviews research documenting that such an approach erodes communities and offers practical solutions that governments at all levels can adopt to strengthen the government-nonprofit contracting relationship while ensuring higher-performing partners and cost savings for taxpayers.

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