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Issues: Social + Economic

pdf
Indigenizing Catalytic Capital - How To Get To Catalytic Capital + *
First Peoples Worldwide, Integrated Capital Investing, and Croatan Institute
June 2023
pdf
Introduction to Racial Inequity as a Systemic Risk: Why Investors Should Care and How They Can Take *
The Investment Integration Project
June 2023
pdf
MS DEI Signal - Measuring Asset Managers Progress on DEI
Morgan Stanley Wealth Management
March 2022
 
pdf
Diversity, Equity, and Inclusion at the Commonwealth Fund - The First Three Years *
Commonwealth Fund
2022
pdf
What is DEI? Market Signals of Diversity, Equity, and Inclusion *
Rights CoLab
2022
pdf
Mobilizing Philanthropy to Support Ukraine: Takeaways from Our Donor Briefing *
April 4, 2022
pdf
Entrenched Inequality: Racial Disparity in Access to Homeownership
Confluence Philanthropy
2020
 
pdf
Fondo Acción Sustainable Investment Case Study *
Confluence Philanthropy
2020
pdf
Connecting the Dots: The Intersection of Economic Equality, Racial Justice, & Sustainable Investing *
Confluence Philanthropy
2020
pdf
Tackling inequality through ESG and active ownership *
Confluence Philanthropy
2020
pdf
Racial Equity Investing - The Time Is Now *
Confluence Philanthropy
2020
pdf
Social Equity Investing - Righting Institutional Wrongs *
Confluence Philanthropy
2018
pdf
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
September 10, 2020
pdf
Intentional Endowments Network- Investing In Racial Equity: Primer for College University Endowments *
Confluence Philanthropy
2020
pdf
Investing in Native Communities *
Native Americans in Philanthropy
2019
pdf
Accountability Council Case Study: Mongolia Agreements *
Accountability Council
2019
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Advancing Racial Equity in the Investment Industry *
Confluence Philanthropy
2020
pdf
Investing with a Racial Equity Lens *
Zevin Asset Management
June 2023
pdf
Investing to Advance Racial Equity: Second Edition - Practical ways to tackle economic inequality *
Confluence Philanthropy
2020
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Values-aligned Investing 101 *
Confluence Philanthropy
2020
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Rev. Dr. William Barber Keynote Remarks, Advisors Forum 2019 *
Confluence Philanthropy
2019
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Engaging for greater gender equality among Asian companies *
Impax Asset Management
May 2023
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UN Sustainable Development Goals: Aperio's Perspective *
Aperio
2019
pdf
Community Capital Management Affordable Housing White Paper *
September 2017
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018

Economic Development

arf
Webinar: The Future of Economic Growth *
Confluence Philanthropy
2012
pdf
The Equity Solution: Racial Inclusion Is Key to Growing a Strong New Economy *
PolicyLink
2014
pdf
Weaving the Community Resilience and New Economy Movement: Voices and Reflections from the Field *
Post Carbon Institute
2014
pdf
The World Has Changed and So Must We *
Heron Foundation
n.d.
pdf
Wealth, Reimagined *
AlterNet
2012
pdf
Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through... *
Blueprint Research & Design
2009
pdf
Owning Your Own Job is a Beautiful Thing: Community Wealth Building in Cleveland, Ohio *
Democracy Collaborative
2011
pdf
Community Capital Management Affordable Housing White Paper *
September 2017
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
pdf
Impact Investing and Employee Ownership *
Democracy Collaborative
2017
pdf
Sustainable Infrastructure Framework *
January 2017

Education

arf
Webinar: MRI in Schools *
Confluence Philanthropy
2013
pdf
Women Hold Up Half the Sky *
Goldman Sachs
2008
pdf
Impact Investing in Education: An Overview of the Current Landscape *
D. Capital Partners
2013

Financial Inclusion

pdf
Diversity, Equity, and Inclusion at the Commonwealth Fund - The First Three Years *
Commonwealth Fund
2022
pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
The Equity Solution: Racial Inclusion Is Key to Growing a Strong New Economy *
PolicyLink
2014
pdf
Wealth, Reimagined *
AlterNet
2012
pdf
Investing in What Works for America's Communities: Essays on People, Place, and Purpose *
Federal Reserve Bank of San Francisco & Low Income Investment Fund
2012
pdf
Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through... *
Blueprint Research & Design
2009
pdf
Owning Your Own Job is a Beautiful Thing: Community Wealth Building in Cleveland, Ohio *
Democracy Collaborative
2011
pdf
Redefining Impact: Case Studies in Transformative Finance *
Confluence Philanthropy, Toniic, Transformative Finance Network
2013
pdf
A Guide to Community Solar: Utility, Private and Nonprofit Project Development *
April 8, 2016
pdf
Access to Capital and Credit in Native Communities *
The University of Arizona Native Nations Institute
2016
pdf
Financing the Inclusive Economy *
Democracy Collaborative
2016
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Webinar: Local Investing and the JOBS Act: New Opportunities in a Developing Landscape *
Confluence Philanthropy
2016
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2018
pdf
Exploring Employee Share Ownership as a Potential Investment Strategy in Opportunity Zones *
Rockefeller Foundation
Dec 2018
pdf
Impact Investing and Employee Ownership *
Democracy Collaborative
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Gender + Reproductive Rights

pdf
Women Hold Up Half the Sky *
Goldman Sachs
2008
pdf
Gender Equality as an Investment Concept *
Pax World Investments
2012
pdf
Women, Wealth, and Impact: Investing with a Gender Lens *
Veris Wealth Partners
2013
pdf
Investing for Positive Impact on Women *
Croatan Institute, Global Fund for Women, Thirty Percent Coalition, Root Capital, Trllium Asset Management
2015
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Webinar: Utilizing Proxy Power to Support Gender Issues *
Confluence Philanthropy
2016
pdf
Two-Lenses-One-Vision-Investing-for-LGBTQI-and-Gender-Equity *
Cornerstone Capital Group
2019
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Engaging for greater gender equality among Asian companies *
Impax Asset Management
May 2023
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
Work as a Masculinity Contest *
Journal of Social Issues
2020
pdf
Asset Managers Owned by Women and Minorities Have to Work 10X as Hard for Assets *
Institutional Investor
2020
pdf
Gender Lens Investing: Opportunities in Fixed Income *
Community Capital Management
2018

Global South

pdf
Private Equity and Emerging Markets Agribusiness: Building Value Through Sustainability *
Credit Suisse et al
2015
pdf
Redefining Impact: Case Studies in Transformative Finance *
Confluence Philanthropy, Toniic, Transformative Finance Network
2013
pdf
Mining and Its Impacts on Water, Food Sovereignty and Sacred Natural Sites and Territories *
National Association of Professional Environmentalists and the Gaia Foundation
2014
pdf
Indonesia Fisheries Value Chain Assessments *
Wilderness Markets
2015
pdf
Strengthening Health Systems in Developing Countries through Private Investment *
Calvert Foundation
2015
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Webinar: Public Policy's Role in Climate Finance *
Confluence Philanthropy
2016
pdf
NATIONAL DEVELOPMENT BANKS AND GREEN INVESTMENT BANKS: MOBILIZING FINANCE IN LATIN AMERICA AND THE C *
NRDC
June 2017
pdf
Converging Interests: How governments an the philanthropy sector are collaborating... *
SDG Philanthropy Platform
2016
pdf
INVESTMENT OPPORTUNITIES IN AFRICAN INFRASTRUCTURE: CHALLENGES AND OPPORTUNITIES *
Mercer
2018

Housing + Land

pdf
New England Food Policy: Building a Sustainable Food System *
American Farmland Trust, Conservation Law Foundation, Northeast Sustainable Agriculture Working Group
2014
arf
Webinar: Losing Ground: Land Grabs and the Importance of Knowing What You Own *
Confluence Philanthropy
2014
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
Mining and Its Impacts on Water, Food Sovereignty and Sacred Natural Sites and Territories *
National Association of Professional Environmentalists and the Gaia Foundation
2014
pdf
Opening Pandora's Box: The New Wave of Land Grabbing by Extractive Industries *
The Gaia Foundation
2012
pdf
Access to Capital and Credit in Native Communities *
The University of Arizona Native Nations Institute
2016
pdf
Development without Displacement - Resisting Gentrification in the Bay Area *
Causa Justa :: Just Cause
2014
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Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
pdf
Community Capital Management Affordable Housing White Paper *
September 2017
pdf
Sustainable Infrastructure Framework *
January 2017

Health

pdf
Changing Corporate Behavior through Shareholder Activism *
Nathan Cummings Foundation
2010
pdf
Grantmakers in Health Guide to Impact Investing *
Grantmakers in Health
2011
pdf
Strengthening Health Systems in Developing Countries through Private Investment *
Calvert Foundation
2015

Indigenous Communities

pdf
Indigenizing Catalytic Capital - How To Get To Catalytic Capital + *
First Peoples Worldwide, Integrated Capital Investing, and Croatan Institute
June 2023
pdf
Investing in Native Communities *
Native Americans in Philanthropy
2019
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Native American Community... *
Confluence Philanthropy
2014
pdf
Native Voices Rising: A Case for Funding Native Organizing and Advocacy *
Common Counsel Foundation, Native Americans in Philanthropy
2013
pdf
Foundation Funding for Native American Issues and Peoples *
The Foundation Center
2011
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
Indigenous Rights: Risks and Opportunities for Investors *
EIRIS
2009
pdf
Access to Capital and Credit in Native Communities *
The University of Arizona Native Nations Institute
2016
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Indigenous Peoples and Engagement Timeline for Sustainable and Responsible Investing (2006 – 2015) *
Calvert Investments, Boston Common Asset Management
2016
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Webinar: Aligning Investor and Community Interests on Tribal Lands *
Confluence Philanthropy
2016
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Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
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Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
com%2Fstorage%2FsgetFCC2%2FkTHY%2FaqOcJ&subscriptionId=7074565
Investors Interested in Indian Country (Webinar) *
Confluence Philanthropy
2019
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Exploration Webinar: The Rainmakers Investment Collaborative *
Confluence Philanthropy
2018
pdf
Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
pdf
Press Release 1.5.18
Confluence Philanthropy
2018
 
pdf
Growing Inequality: Large Foundation Giving to Native American Organizations and Causes *
First Nations Development Institute
2018

Labor + Jobs

pdf
Bridging the Gaps: Funding and Social Equity Across the Food System Supply Chain *
RSF Social Finance
2012
pdf
A New Anchor Mission For A New Century *
Democracy Collaborative
2014
pdf
Labor Investing: The Business Case for Fair Labor Practices *
Boundless Impact Investing
2018
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
pdf
Exploring Employee Share Ownership as a Potential Investment Strategy in Opportunity Zones *
Rockefeller Foundation
Dec 2018

Money in Politics

arf
Webinar: Without Responsibilities: Corporate Power in the Aftermath of Citizens United *
Confluence Philanthropy
2012
pdf
Changing Corporate Behavior through Shareholder Activism *
Nathan Cummings Foundation
2010
docx
What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2016
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2018

Race

pdf
Getting Money Off the Sidelines: A Starting List to Invest in Racial Equity
July 2022
 
pdf
Introduction to Racial Inequity as a Systemic Risk: Why Investors Should Care and How They Can Take *
The Investment Integration Project
June 2023
pdf
MS DEI Signal - Measuring Asset Managers Progress on DEI
Morgan Stanley Wealth Management
March 2022
 
pdf
Diversity, Equity, and Inclusion at the Commonwealth Fund - The First Three Years *
Commonwealth Fund
2022
pdf
What is DEI? Market Signals of Diversity, Equity, and Inclusion *
Rights CoLab
2022
pdf
Two American Financial Plans: The Next 50 Years of Racial Wealth Gap and What You Can Do About It *
June 2021
pdf
Entrenched Inequality: Racial Disparity in Access to Homeownership
Confluence Philanthropy
2020
 
pdf
Connecting the Dots: The Intersection of Economic Equality, Racial Justice, & Sustainable Investing *
Confluence Philanthropy
2020
pdf
Tackling inequality through ESG and active ownership *
Confluence Philanthropy
2020
pdf
Racial Equity Investing - The Time Is Now *
Confluence Philanthropy
2020
pdf
Social Equity Investing - Righting Institutional Wrongs *
Confluence Philanthropy
2018
pdf
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
September 10, 2020
pdf
Intentional Endowments Network- Investing In Racial Equity: Primer for College University Endowments *
Confluence Philanthropy
2020
pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
RISE Platform Overview *
Robasciotti & Philipson
2019
pdf
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019
pdf
The Equity Solution: Racial Inclusion Is Key to Growing a Strong New Economy *
PolicyLink
2014
pdf
Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through... *
Blueprint Research & Design
2009
pdf
The Ever-Growing Gap: Without Change, African-American and Latino Families Won't Match White Wealth *
cfed, Institute for Policy Studies, and Racial Wealth Divide Initiative
August 2016
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Advancing Racial Equity in the Investment Industry *
Confluence Philanthropy
2020
pdf
Investing with a Racial Equity Lens *
Zevin Asset Management
June 2023
pdf
Hazen Foundation ESG Investment Policy Statement *
Hazen Foundation
2016
pdf
Investing to Advance Racial Equity: Second Edition - Practical ways to tackle economic inequality *
Confluence Philanthropy
2020
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It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019
pdf
The Competitive Advantage of Racial Equity *
FSG
2020

Supply Chain

pdf
Bridging the Gaps: Funding and Social Equity Across the Food System Supply Chain *
RSF Social Finance
2012
arf
Webinar: Supply Chain & Shareholder Engagement *
Confluence Philanthropy
2013
arf
Webinar: Building a Sustainable Value Chain for New England Groundfish *
Confluence Philanthropy
2014
pdf
Feeding Ourselves Thirsty: How the Food Sector is Managing Global Water Risks *
Ceres
2015

Miscellaneous

org
National Equity Atlas *
PolicyLink
2014
pdf
Proxy Preview 2012: Helping Shareholders Vote Their Values *
As You Sow, Si2, Proxy Impact
2012
pdf
Proxy Preview 2011: Helping Foundations and Endowments Align Investment and Mission *
As You Sow, Si2, Proxy Impact
2011
pdf
Proxy Preview 2010: Helping Foundations Align Investment and Mission *
As You Sow
2010
pdf
Investing in What Works for America's Communities: Essays on People, Place, and Purpose *
Federal Reserve Bank of San Francisco & Low Income Investment Fund
2012
pdf
Proxy Voting Guidelines 2015 *
As You Sow
2015
pdf
Undermining Agriculture: How Extractive Industries Threaten Our Food System *
The Gaia Foundation
2014
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Webinar: Autonomous Vehicles and the Future of Mobility: Investing in the Next Generation of Transpo *
Confluence Philanthropy
2016
pdf
Sustainable Development Goals Impact Theme Framework *
Toniic
2017
pdf
Climate-Related Investment for Resilient Communities *
Croatan Institute, Divest-Invest Philanthropy
2016
pdf
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar... *
Clean Energy Group
2017
pdf
Converging Interests: How governments an the philanthropy sector are collaborating... *
SDG Philanthropy Platform
2016
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
KP Advisors
2016
pdf
Love With Power: Practicing Transformation for Social Justice *
Movement Strategy Center
2016
Private Capital Public Good: How Smart Federal Policy Can Galvanize Impact Investing *
US National Advisory Board on Impact Investing
2014
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2018
pdf
Safer Chemistry Innovation in the Textile and Apparel Industry *
June 2018
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