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Impact Investing Handbook

FavoriteRockefeller Philanthropy Advisors published the “Impact Investing Handbook: An Implementation Guide for Practitioners”—180 pages of helping asset owners turn interest into action. Two years in the making, this practical publication features case studies and detailed guidance for individuals, families, foundations, and corporations. Written by Steven Godeke of Godeke Consulting and Patrick Briaud of RPA, it features input from over fifty experts and practitioners. The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are Read more

Impact Due Diligence: Emerging Best Practices

FavoriteWe at Pacific Community Ventures are thrilled to announce the publication of Impact Due Diligence: Emerging Best Practices, a report which surfaces the shared impact due diligence approaches employed by leading impact investors. The report examines trends and offers insights in an important, yet underdeveloped, area of investment practice. While impact measurement and management (IMM) has become increasingly sophisticated and widespread in recent years, many investors focus primarily on what happens after, not before, investments are made. This limits the potential of IMM, because systematically examining which investments are expected to generate more or less impact can help investors more Read more

The Philanthropy As One Big Impact Investment: A Framework For Evaluating A Foundation’s Blended Performance

FavoriteThis article proposes a framework for evaluating a foundation’s blended performance that enables both grantmaking and endowment investing to be evaluated jointly, and thus also allows a complete evaluation of how impact investments could improve — or fail to improve — overall performance.

Guide to Impact Investing

FavoriteGrantmakers In Health (2017): This guide provides a framework to help funders think strategically about the potential of impact investing, part of a growing practice that incorporates environmental, social, and governance criteria into investment decision making. Kresge helped fund the study.

A Resilient Power Capital Scan

Favorite This report, one in a series of reports by Clean Energy Group and Meridian Institute on advancing resilient power in low-income communities, seeks to address how foundations can best develop a portfolio of capital interventions—from grants to impact investments— that together would successfully scale up the solar+storage/resilient power market to benefit low-income populations and to advance their missions. It provides a capital scan of foundation opportunities and actions to guide foundation financial support for this market.

Capital and Collaboration – Strengthening Community Investment in Smaller, Postindustrial Cities

Favorite To better understand the system of community investment, and with the hope of developing interventions that would permit it to achieve greater scale, efficiency, and impact, the authors developed a framework they called “capital absorption.” This work offers potential routes forward for understanding and addressing need in low- and moderate-income communities in postindustrial cities throughout New England.

Capital and Collaboration – An In-Depth Look at the Community Investment System in Massachusetts Working Cities

FavoriteThis publication presents the work of the Capital & Collaboration Initiative, a cross-sector effort designed to increase the scale, efficiency and impact of investments in Massachusetts cities of more than 35,000 people (excluding Boston.) The initiative has identified several cross-cutting priority areas for action that are important to achieving their broader goal of transformative change.

Effective and Emerging Approaches to Mission-Related Investing

FavoriteThis white paper defines mission investing strategies, including: socially responsible investing (SRI); environmental, social, and governance (ESG); mission-related investing (MRI); and impact investing. Readers will also learn more about a nine-point impact investing roadmap with questions to help develop your foundation’s investment strategy.

Laying the Groundwork for a National Impact Investing Marketplace

FavoriteThis article discusses the practice of impact investing. The Impact Finance Center partnered with foundations and other investors in Colorado to create CO Impact Days and Initiative to demonstrate how to address this need for a more efficient and effective marketplace.  

Everything You Need to Know About Impact Investing (In 1 Hour!)

FavoriteIn this webinar experts will elaborate upon what it is, how to decide if it’s right for your organization and explore some of the the biggest hurdles holding individuals and organizations back from directing funds to impact investing. Industry experts Jean Case, Melanie Audette, and Dan Brillman, who will now be joined by Stacy Donohue and Kate Ahern lead the discussion and share how organizations can unite purpose with profit. Please view the Short Guide to Impact Investing as an additional resource and recommended primer before viewing the webinar.

The Women Effect

FavoriteTry this exercise. When you think ‘women’ and ‘investing’ what do you think about? This piece is going to ask you to think about the ‘women effect’ as a factor across multiple dimensions where ‘women and girls’ and ‘impact investing’ come together. Across all asset classes, and a variety of stakeholders.