Investments

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.
Resource Type: 
Topic: 

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.
Resource Type: 
Topic: 

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.
Resource Type: 
Topic: 

Outsourced Investment Management: An Overview for Institutional Decision-Makers

Publication date: 
08/2013
Once seen primarily as a solution for small institutions with limited resources, outsourcing of the investment management function is now widespread, with a broad range of long-term investors – including those with more substantial investable asset pools – turning to the outsourced chief investment officer model. Properly implemented, outsourcing can help institutions address portfolio complexity and risk management challenges, benefit from more timely decision-making and contend with an increasingly rigorous regulatory environment, while enabling trustees to focus on improving institutional governance.
Resource Type: 
Audience: 
Topic: 

Nonprofit Finance Fund and The Good Analyst Partner to Offer Impact Investing Services for Foundations

Publication date: 
08/2013
“Impact investing offers exciting new ways for the foundation to partner with donors to advance strategic goals and leverage philanthropic resources for greater impact,” said Peter Taylor, Vice President for Programs at the Maine Community Foundation. “We’ve turned to two knowledgeable and experienced firms to help ensure that the reality of this innovative approach lives up to its potential,” said Taylor, adding, “We expect that impact investing will allow us to support our community in new ways and to attract new donors eager for the opportunity to do the same.”
Resource Type: 
Topic: 

Best to Invest?

Publication date: 
07/2013
Social investment offers the opportunity for socially minded investors to increase the impact of their money. It’s early days, but the concept has attracted much interest from funders and has the potential to help charities and social enterprises access long-term, affordable finance. This report aims to help funders think through the benefits and risks of social investment, and how to decide if it is for them.
Resource Type: 
Audience: 
Topic: 

4 Ways to Position your Foundation for an Impact Investing Strategy

Publication date: 
02/2013
The growth of impact investing is being driven by family offices, foundations, and high-net-worth individuals. As this cohort of investors navigates this new frontier of investing, many are finding it challenging to engage their key stakeholders—trustees, family members, staff, and more—because of the long-held practice of maintaining a divide between philanthropic giving and investing. Engaging trustees and staff who are philanthropically oriented to consider finance vehicles, or engaging investment staff to consider social or environmental impact, is a significant paradigm shift. However, this by no means is an obstacle for developing a meaningful strategy. Here are a few tips for foundations seeking to explore an impact investing strategy.
Resource Type: 
Audience: 
Topic: 

Why Program-Related Investments Are Not Risky Business

Publication date: 
02/2013
Program-related investments (PRIs) hold incredible potential for the social enterprise arena. Rather than giving away money through grants, PRIs allow foundations to make investments as loans or equity stakes in the hopes of regaining their investments plus a reasonable rate of return. This arrangement allows foundations to increase the amount of money available to the social sector, while simultaneously building stronger and more sustainable socially minded entities.
Resource Type: 
Audience: 
Topic: 

Investing for Impact

Publication date: 
01/2013
The term impact investing has been gaining brand value over the past five years. The precursors of community investing and socially responsible investing are ironically being dropped from the conversation as if to imply that impact investing is a brand new phenomenon. While there is innovation inherent in impact investing, it is important to leverage the histories – good and bad – from community development, socially responsible investing, and venture philanthropy in order to support the success, sustainability and scale of the larger social benefit marketplace. -
Resource Type: 
Audience: 
Topic: 

Pages

Subscribe to Investments