Fiduciary standards applicable to foundation investments in Ohio
Sample investment policy from Ashland County Community Foundation
Sample investment policy from Delaware County Foundation
Sample investment policy from Needmor Foundation
Impact investing (also referred to as “social finance”, “social impact investing”, “blended value investing” or “impact finance”) has gained significant momentum in recent years. As we move through the first quarter of the twenty-first century, this is perhaps the biggest idea to renew the relevance of finance for the real economy and social progress. Estimates indicate that impact investing could become a new asset class or investment style that will grow to USD 1 trillion by the end of the decade.
This article is addressed to impact investors who wish to know whether their investments will actually contribute to achieving their social or environmental (hereafter, simply “social”) objectives. We introduce three basic parameters of impact: enterprise impact, investment impact, and nonmonetary impact. Enterprise impact is the social value of the goods, services, or other benefits provided by the investee enterprise.
Presents the current range and practices of foundations in sustainable and responsible investing.
Discusses risks associated with impact investing and provides a toolkit to mitigate each of the identified five risks.
The infographic includes insights on funds, resources and skills that companies invest globally to solve pressing societal challenges.
Data on the 2013 investment and grantmaking performance of private foundations with less than $50 million in assets. (Registration required for full report.)