Articulating Mission & Values

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Presentation by Kyle Johnson, Cambridge Associates, at the Take Action! 2010 Impact Investing Conference in Boston.

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Articulating Mission & Values

  1. 1. Articulating Mission & Values and Creating Investment Themes September 16, 2010 Source: Cambridge Associates LLC.   Reproduction and distribution of these materials beyond the intended use is prohibited without permission. To request permission to print and distribute any of these materials, please contact the presenter or our Boston office.
  2. 2. Process for Aligning Values and Investments Identify social and/or environmental ISSUES of interest Determine your OBJECTIVES for addressing these issues in your portfolio Identify investment STRATEGIES best suited for achieving those objectives Determine approach to integrating these strategies into ASSET ALLOCATION Source: Cambridge Associates LLC.   Reproduction and distribution of these materials beyond the intended use is prohibited without permission. To request permission to print and distribute any of these materials, please contact the presenter or our Boston office.

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