Gender Equality as an Investment Concept by Joseph F. Keefe, President & CEO, Pax World Management LLC
It is becoming increasingly evident that gender equality and women’s empowerment can be understood as investment concepts. Integrating a gender lens into investment strategies may be a strategy for obtaining better long-term investment performance.
Do the Investment Math: Building a Carbon-Free Portfolio, Patrick Geddes, Chief Investment Officer
As university endowments face pressure to divest stocks of companies contributing the most to climate change, much of the public discussion has focused on the looming math of the environmental impact of a carbon-based economy. As endowments decide whether or not to divest or implement screens, another kind of math is needed as part of the process: the math of portfolio analysis.
Building a Healthy & Sustainable Social Impact Bond Market: The Investor Landscape
A Report by Godeke Consulting, with support from the Rockefeller Foundation.
Pay-for-Success (PFS) financings, sometimes known as Social Impact Bonds (SIBs) or Social Innovation Financings, have attracted much attention because they offer the promise of governments paying only for successful programs while also increasing funding for prevention programs by accessing the capital markets.
A video featuring Suzanne Biegel, Catalyst at Large, on investing for good.
In the spirit of ideas worth spreading, TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. At a TEDx event, TEDTalks video and live speakers combine to spark deep discussion and connection in a small group. These local, self-organized events are branded TEDx, where x = independently organized TED event. The TED Conference provides general guidance for the TEDx program, but individual TEDx events are self-organized.
These are highlights from "Climate Change Scenarios –Implications for Strategic Asset Allocation," a public report compiled by Mercer.
"It is widely acknowledged that climate change will have a broad-ranging impact on economies and financial markets over the coming decades. This report analyses the extent of that impact on institutional investment portfolios and identifies a series of pragmatic steps for institutional investors to consider, including allocation to climate-sensitive assets and the adoption of an “early warning” risk management process." Executive Summary.
An ImpactAssets issue brief exploring critical concepts in impact investing. Jointly authored by senior staff of ImpactAssets, RSF Social Finance and Tides.
"Donor Advised Funds (DAFs) have grown in use over recent decades, serving as the core philanthropic vehicle for community and public foundations and, more recently, being offered through commercial investment firms as a philanthropic option for clients. When linked with an impact investing strategy, the DAF may serve as a unique, focused asset management vehicle for creating a unified portfolio generating financial performance with social and environmental impacts. This Issue Brief introduces the concept and structure of DAFs and explores their potential as impact investing vehicles. The DAF as a core component of a unified investment approach is explored together with discussion of why DAFs are especially suited to impact investing." (IMPACTASSETS ISSUE BRIEF #5).
"Bridging the Gaps: Funding and Social Equity Across the Food System Supply Chain." August 2012. Kyle Foley; Taryn Goodman; Bridget McElroy. RSF Social Finance.
"A dearth of fresh food in urban and rural neighborhoods. Overworked and underpaid farmworkers. Water contaminated by pesticides and concentrated animal feeding operations (CAFOs). The news today is filled with stories related to rampant problems in the U.S. food system. Yet, there are also a rising number of stories about positive change in the food system on a regional level: farmers’ markets popping up in inner-cities to sell organic, fresh food from small and mid-sized farms; public schools connecting to regional farmers for fresh healthy food; and immigrant farm workers becoming farmer-entrepreneurs.How do we increase and expand the actions being taken to reinvent and restore a food system, one in which people and the environment are valued first and foremost?" (RSF Social Finance, 2012).
Ted Howard, Democracy Collaborative. " Some of the most exciting and dynamic experimentation is occurring across America at the community level, as cities and residents beset by pain and decades of failed promises and disinvestment begin charting innovative new approaches to rebuilding their communities. Even in economically struggling cities, “anchor institutions” such as hospitals and universities can be leveraged to generate support for community-based enterprise. An important example is taking place in Cleveland, OH, where a network of worker-owned businesses called the Evergreen Cooperatives has been launched in low-income, inner-city neighborhoods. The cooperatives will initially provide services to anchor institutions, particularly local hospitals and universities. Rather than allowing vast streams of money to leak out of the community or be captured by distant companies, local anchor institutions can agree to make their purchases locally."
"Wealth, reimagined." Steve Dubbs, Democracy Collaborative. "As resistance has grown to America’s widening gulf between the “1 percent” and the rest of the population, something new has exploded in America’s communities; “community wealth building” is an explicit strategy to democratize the ownership of wealth from the ground up. With traditional regulatory and tax-and-spend approaches faltering at every level, the notion that we should create new democratic economic institutions to build wealth,community by community, is quietly gaining traction. We now have the potential for larger and longer-term transformation throughout the nation." (Dubbs, May 25, 2012).
A link to a collection presented by the SF Federal Reserve Bank.
"Starting from the history and current state of community development, in this eclectic collection of essays, experts on health, education and transportation join community development thinkers and practitioners in urging us to break though silos in our programs, our financing streams, and our thinking. They challenge practitioners, policy makers and researchers alike to respond to the complex challenges facing our families and communities by using data-based rigorous analysis to direct scarce resources to what works."