SlideShare a Scribd company logo
U.S. private foundations 
total giving (2013) 
$52 billion 
U.S. private foundations 
total assets 
$715 billion
JP Morgan projection for 5-10 years
! Mission-related investing (MRI) 
Mission-driven investing 
! Program-related investing (PRI) 
! Responsible investing 
! Impact investing 
! Environmental, Social, and Governance 
factors (ESG) 
! Triple bottom line 
! CSR
Social 
Issues 
Asset 
Classes 
Cataly&c 
Capital 
(Grants, 
First-­‐ 
Loss, 
and 
Guarantees) 
Cash 
Fixed 
Income 
Private 
Equity 
/ 
Venture 
Public 
Equity 
Real 
Assets 
Community 
Development 
Idea 
Village 
Amalgamated 
Bank 
Impact 
America 
Fund 
Domini 
Social 
Investments 
Affordable 
Housing 
Racial 
and 
gender 
equity 
Liberty 
Bank 
(CDFI) 
Calvert 
WIN-­‐WIN 
IniEaEve 
South 
Africa 
Divestments 
Small 
Business 
Finance 
Frogtek 
BOC 
Capital 
Health 
and 
Wellness 
Global 
Health 
Investment 
Fund 
California 
FreshWorks 
Fund 
Happy 
Family 
EducaEon 
New 
Schools 
Venture 
Fund 
Utah 
High 
Quality 
Preschool 
(Social 
Impact 
Bond) 
Bridge 
InternaEonal 
Academies 
Charter 
School 
Financing 
Financial 
Inclusion 
/ 
CooperaEves 
The 
Working 
World 
Beneficial 
State 
Bank 
(CDFI) 
Opportunity 
Fund 
EssenEal 
Products 
Pigeon.ly 
Renewable 
Energy 
and 
Climate 
Change 
Divest-­‐Invest 
Movement 
Sustainable 
Resources 
and 
Agriculture 
Natural 
Capital 
Investment 
Fund 
(CDFI) 
Iroquois 
Valley 
Farms
! Active ownership 
! Screening – positive and negative 
! Coops and employee ownership 
! Manager recruitment and engagement
! Mission Investors Exchange 
! Confluence Philanthropy 
! Initiative for Responsible Investment at Harvard 
! Council on Foundations 
! The Global Impact Investing Network 
! Rockefeller Philanthropy Advisors 
Mission-related Investing policy and implementation guide 
! National Committee on Responsive Philanthropy 
Quarterly Journal issue on Mission Investing 
! W.K. Kellogg Foundation 
Mission-Driven Investing case study 
! Case Foundation 
A Short Guide to Impact Investing 
! Handbook on Responsible Investment Across Asset Classes
EPIP Mission Related Investments webinar

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EPIP Mission Related Investments webinar

  • 1.
  • 2. U.S. private foundations total giving (2013) $52 billion U.S. private foundations total assets $715 billion
  • 3.
  • 4. JP Morgan projection for 5-10 years
  • 5.
  • 6. ! Mission-related investing (MRI) Mission-driven investing ! Program-related investing (PRI) ! Responsible investing ! Impact investing ! Environmental, Social, and Governance factors (ESG) ! Triple bottom line ! CSR
  • 7.
  • 8. Social Issues Asset Classes Cataly&c Capital (Grants, First-­‐ Loss, and Guarantees) Cash Fixed Income Private Equity / Venture Public Equity Real Assets Community Development Idea Village Amalgamated Bank Impact America Fund Domini Social Investments Affordable Housing Racial and gender equity Liberty Bank (CDFI) Calvert WIN-­‐WIN IniEaEve South Africa Divestments Small Business Finance Frogtek BOC Capital Health and Wellness Global Health Investment Fund California FreshWorks Fund Happy Family EducaEon New Schools Venture Fund Utah High Quality Preschool (Social Impact Bond) Bridge InternaEonal Academies Charter School Financing Financial Inclusion / CooperaEves The Working World Beneficial State Bank (CDFI) Opportunity Fund EssenEal Products Pigeon.ly Renewable Energy and Climate Change Divest-­‐Invest Movement Sustainable Resources and Agriculture Natural Capital Investment Fund (CDFI) Iroquois Valley Farms
  • 9. ! Active ownership ! Screening – positive and negative ! Coops and employee ownership ! Manager recruitment and engagement
  • 10.
  • 11.
  • 12. ! Mission Investors Exchange ! Confluence Philanthropy ! Initiative for Responsible Investment at Harvard ! Council on Foundations ! The Global Impact Investing Network ! Rockefeller Philanthropy Advisors Mission-related Investing policy and implementation guide ! National Committee on Responsive Philanthropy Quarterly Journal issue on Mission Investing ! W.K. Kellogg Foundation Mission-Driven Investing case study ! Case Foundation A Short Guide to Impact Investing ! Handbook on Responsible Investment Across Asset Classes