Impact Investing

Whether called impact investing, mission investing, program-related investing, or sustainable and responsible investing, foundations increasingly seek to leverage financial markets for social gains. These resources help your foundation explore the emerging strategies and diverse options available.

In-Depth knowledge on Impact Investing

This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance the four factors of Purpose, Conditions and Trends, Time Horizon, and Assets for Mission, especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

The Council on Foundations-Commonfund Study of Responsible Investing, believed to be the largest of its kind, provides foundations with invaluable insights into how the sector and individual portfolios are being shaped by responsible investing practices, potential hurdles to their adoption, and what the entry points are for those interested in fully engaging these practices in their endowment strategies.

On April 25, 2016, the Treasury Department officially published final regulations providing nine new examples of permissible program-related investments (PRIs). The new examples were first drafted as foundations came to sense that the existing regulations were too narrow and did not adequately address the full range of investment opportunities available to foundations.

This guide is intended to help bring newcomers into the game. We hope it helps high net worth individuals, family offices and others to know some of the questions, if not the answers, to determine what’s right for them and what to do next to move toward meaningful, measurable impact.