Investments

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. -
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A Market Emerges: The Six Dynamics of Impact Investing

Publication date: 
10/2012
By focusing on funds as a unit of analysis, The Impact Investor research project explores the sets of individual skills and experiences, intermediary practices and structures, investment strategies, deal terms and disciplines correlated with success across the broad diversity of impact investors. It aims to clarify universal guideposts, choices, and decision tress built around practices common to the highest performing impact investors, while also aggregating lessons from failure.
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Investment Strategies for Small Foundations

Publication date: 
11/2009
This in-depth session for foundations with few or no staff explored the many opportunities and challenges that small foundations face in today’s new world. Learn the latest thinking on foundation investment strategies. Presenter: Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants.

Questions to Ask Your Investment Manager

Publication date: 
01/2009
This PowerPoint, by Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants, shows a framework foundation boards and investment committees can use to assess asset allocation strategies; and provide a practical set of tools for assessing investment managers.
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Proxy Preview 2013, Heidi Welsh, Michael Passoff, As You Sow

Investors have filed a total of 365 shareholder resolutions on environmental and social issues, which is more than they had at this point in 2012, when the tally stood at only 345. Political spending resolutions continue to dominate the agenda, totaling one-third of all the proposals filed so far. Resolutions concerning climate and energy, other environmental issues, and sustainable governance (including reporting) combined make up about equal parts of another 38% of the total. Human rights and decent work proposals make up a modest 8%, although some of these concerns are folded into the sustainability reporting requests.
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