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Impact Investing Tools

pdf
Terra Alpha Investments: 2023 Impact Report *
Terra Alpha Investments
March 2024
pdf
Impact Report 2023: Measuring contributions to the transition to a more sustainable economy *
Impax Asset Management
2023
pdf
Global Endowment Management Impact Annual Report - 2022 *
Global Endowment Management
May 2023
pdf
Candide Group 2022 Impact Report *
Candide Group
February 2023
pdf
Terra Alpha Investments 2022 Impact Report: Enabling a Sustainable Planet for Society *
Terra Alpha Investments
March 2023
pdf
MicroVest Capital Management Impact Report: Foundations of Impact *
MicroVest Capital Management
April 2023
pdf
Breaking Barriers: A Practical Guide to Unlocking Foundation Endowments for Missions and Returns *
Builders Initiative & Social Finance
April 2023
pdf
2022 ESG Impact Report: Transforming Systems. Accelerating Impact. *
Boston Trust Walden
March 2023
pdf
From Capital-To-Community-First Mindset in Impact Investing *
Fair Food Network
2023
pdf
The van Ameringen Foundation Investment Policy Statement *
The van Ameringen Foundation
2022
pdf
The V. Kann Rasmussen Foundation, Inc. Investment Policy Statement *
The V. Kann Rasmussen Foundation
2022
pdf
Veris 2022 Impact Report *
2022
pdf
Calvert Impact - 2022 Impact Report *
Calvert Impact
2022
pdf
Corporate Support for State Candidates in Trigger Law States *
Sustainable Investments Institute (Si2)
2022
pdf
Corporate Spending and Reproductive Health Rights Support in the 2020 Election Cycle *
Sustainable Investments Institute (Si2)
2021
pdf
Mission-Aligned Investing: How We Assess Our Progress *
March 18, 2022
pdf
The Guide: What Cultural Institutions Need to Know About Investing for Values and Mission *
Upstart Co-Lab
2021
pdf
Fondo Acción Sustainable Investment Case Study *
Confluence Philanthropy
2020
pdf
The Grove Foundation Investment Policy Statement | September 2020 REVISION *
Confluence Philanthropy
2020
pdf
Tackling inequality through ESG and active ownership *
Confluence Philanthropy
2020
pdf
One Journey: Racial Equity, Diversity & Inclusion at the W.K. Kellogg Foundation *
September 10, 2020
pdf
AJL Foundation Investment Policy Statement - 2020 *
Confluence Philanthropy
2020
pdf
Sierra Club Foundation Investment Policy May 2018 & Draft 2019 *
Confluence Philanthropy
2020
pdf
Rockefeller Brothers Fund IPS & Board Commitment *
Confluence Philanthropy
2020
pdf
2020 Community Investment Funds Final
Michael H. Shuman
2020
 

Cash + Banking

pdf
Clean 6.4.20-Bank Fwd 2-Pager *
Bank Fwd
2020
pdf
Banking on Shared Value: How Banks Profit by Rethinking Their Purpose *
Shared Value Initiative
2015
arf
Webinar: Carry Your Cash *
Confluence Philanthropy
2015
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2015
pdf
Cash as a Mission-Related Investment *
Harvard University Initiative for Responsible Investment
2011
pdf
Are Banks Prepared for Climate Change? *
Boston Common Asset Management
2015
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Webinar: Are Banks Prepared for Climate Change? *
Confluence Philanthropy
2016
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Cash For Impact Webinar *
Confluence Philanthropy
2020

Community + Place-based Investing

pdf
From Capital-To-Community-First Mindset in Impact Investing *
Fair Food Network
2023
pdf
2020 Community Investment Funds Final
Michael H. Shuman
2020
 
pdf
CCM Report - CDFI Investing for the Impact Investor - September 2019 *
Community Capital Management
2019
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
Accountability Council Case Study: Mongolia Agreements *
Accountability Council
2019
pdf
Community Investment Handbook: A Local Food Approach *
Cutting Edge Capital
2013
pdf
New England Food Policy: Building a Sustainable Food System *
American Farmland Trust, Conservation Law Foundation, Northeast Sustainable Agriculture Working Group
2014
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Sustainable Fisheries and Food... *
Confluence Philanthropy
2013
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Native American Community... *
Confluence Philanthropy
2014
pdf
CDFIs and the Environment: A Time for Innovation in Practice and Policy *
Opportunity Finance Network
2008
pdf
A New Anchor Mission For A New Century *
Democracy Collaborative
2014
pdf
Northern New England Community Foundation Impact Investing: A Rural Community Foundation Case Study *
GPS Capital Partners, The Philanthropic Initiative
2013
arf
Webinar: Building a Sustainable Value Chain for New England Groundfish *
Confluence Philanthropy
2014
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
Weaving the Community Resilience and New Economy Movement: Voices and Reflections from the Field *
Post Carbon Institute
2014
pdf
To Find Real Prosperity, Community Foundations are Exiting Wall Street *
BALLE
2015
pdf
The Economic Impacts of the Regional Greenhouse Gas Initiative *
Analysis Group
2011
pdf
Wealth, Reimagined *
AlterNet
2012
arf
Webinar: Carry Your Cash *
Confluence Philanthropy
2015
arf
Webinar: Place-Based Investing *
Confluence Philanthropy
2015
pdf
Maine Fisheries Report (Presentation) *
Confluence Philanthropy
2014
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
Gulf of Maine Sustainable Wild and Aquaculture Seafood: An Investment Opportunity Analyzed *
Confluence Philanthropy
2014
pdf
Open for Business: Building Local Economies through Place-Based Investing *
Confluence Philanthropy, Michael Shuman
2015
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2015

Donor Advised Funds (DAFs)

pdf
How to Use Donor-Advised Funds to Make Impact Investments *
SSIR
2018
pdf
Donor-Advised Funds: an underutilized philanthropic vehicle to support innovation in science and eng *
MIT
2017

Fixed Income

pdf
Fixed Income Investing in Climate Solutions *
Confluence Philanthropy, Croatan Institute, Clean Energy Group
2015
pdf
Building a Healthy and Sustainable Social Impact Bond Market: The Investor Landscape *
Godeke Consulting
2012
pdf
Community Capital Management Affordable Housing White Paper *
September 2017
pdf
Gender Lens Investing: Opportunities in Fixed Income *
Community Capital Management
2018
pdf
Considering ESG Factors in Fixed Income Investing *
Cornerstone Capital Group
2018
pdf
Impact Investing and Employee Ownership *
Democracy Collaborative
2017

Funds

pdf
Introducing the Impact Investing Benchmark *
Cambridge Associates, Global Impact Investing Network
2015
pdf
Responsible Investment in Pooled Funds: A guide for charity trustees *
EIRIS Foundation
2013
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014

Grantmaking

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
Maximizing Impact: An Integrated Strategy for Grantmaking and Mission Investing in Climate Change *
FSG Social Impact Advisors, Surdna Foundation
2010

Guarantees + Loans

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Webinar: Enhancing "Investability:" Structuring Guarantees and Catalytic First Loss Capital *
Confluence Philanthropy
2016
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Loan Guarantees Webinar *
Confluence Philanthropy
2020

Investment Policy Statements

pdf
The van Ameringen Foundation Investment Policy Statement *
The van Ameringen Foundation
2022
pdf
The V. Kann Rasmussen Foundation, Inc. Investment Policy Statement *
The V. Kann Rasmussen Foundation
2022
pdf
Phillips Foundation Investment Policy Statement 2018 *
Phillips Foundation
2018
pdf
The Grove Foundation Investment Policy Statement | September 2020 REVISION *
Confluence Philanthropy
2020
pdf
AJL Foundation Investment Policy Statement - 2020 *
Confluence Philanthropy
2020
pdf
Sierra Club Foundation Investment Policy May 2018 & Draft 2019 *
Confluence Philanthropy
2020
pdf
Rockefeller Brothers Fund IPS & Board Commitment *
Confluence Philanthropy
2020
pdf
Yale Advisory Committee on Investor Responsibility *
Yale University
n.d.
pdf
Vermont Community Foundation Investment Policy *
Vermont Community Foundation
2004
pdf
Tides Canada Investment Policy *
Tides Canada
2012
pdf
Springcreek Foundation Impact Investment Policy Statement *
Sonen Capital
2012
pdf
Hewlett Foundation Social Investment Policy *
Hewlett Foundation
n.d.
pdf
Rose Foundation for Communities and the Environment Investment Guidelines *
Rose Foundation
2015
pdf
Rockefeller Brothers Fund Investment Policy Statement *
Rockefeller Brothers Fund
2011
pdf
Park Foundation Social Investment Policy Statement *
Park Foundation
2011
pdf
Merck Family Fund Investment Policy *
Merck Family Fund
2012
pdf
Gaylord and Dorothy Donnelley Foundation Statement of Investment Objectives and Guidelines *
Gaylord and Dorothy Donnelley Foundation
2010
pdf
CalPERS Proxy Voting Guidelines *
California Public Employees' Retirement System
2008
pdf
Merck Family Fund ESG Investment Guidelines *
Merck Family Fund
2016
pdf
Rockefeller Brothers Fund Investment Policy Statement - updated 2016 *
2016
pdf
The F.B. Heron Foundation Investment Policy Statement *
F.B. Heron Foundation
2015
pdf
Hazen Foundation ESG Investment Policy Statement *
Hazen Foundation
2016
pdf
Creating a Carve-Out? This Tool Will Help *
Julia W. Sze and Rebekah Saul Butler
2018
pdf
Northlight Foundation Investment Policy Statement *
Northlight Foundation
2021
pdf
Inspirit Foundation Investment Policy Statement *
Inspirit Foundation
2017

PRIs

PDF
MRIs and PRIs for Private Foundations *
2011
pdf
Program Related Investments *
Center for High Impact Philanthropy
2018

Private Equity

arf
Webinar: Private Equity and Angel Investing in Sustainable Fisheries & Food Systems *
Confluence Philanthropy
2013
pdf
Private Equity and Emerging Markets Agribusiness: Building Value Through Sustainability *
Credit Suisse et al
2015
pdf
ESG and Sustainable Hedge Fund Investing: Observations *
Alternative Investment Group
2016
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Webinar: The Role of Venture Capital in Cleantech Innovation *
Confluence Philanthropy
2016
pdf
Impact Investing and Employee Ownership *
Democracy Collaborative
2017

Public Equity + ESG

pdf
Corporate Support for State Candidates in Trigger Law States *
Sustainable Investments Institute (Si2)
2022
pdf
Corporate Spending and Reproductive Health Rights Support in the 2020 Election Cycle *
Sustainable Investments Institute (Si2)
2021
pdf
Fondo Acción Sustainable Investment Case Study *
Confluence Philanthropy
2020
pdf
RISE Platform Overview *
Robasciotti & Philipson
2019
pdf
The ABC's of ESG *
Mercer
2015
pdf
Unburnable Carbon: Are the World's Financial Markets Carrying a Carbon Bubble? *
Carbon Tracker Initiative
2011
pdf
What A Carbon-Constrained Future Could Mean for Oil Companies Creditworthiness *
Standard and Poor's
2013
pdf
Unburnable Carbon 2013: Wasted Capital, Stranded Assets *
Carbon Tracker Initiative
2013
pdf
Allocating Capital for Long Term Returns: The Strengthened Case for Sustainable Capitalism *
Generation Foundation
2015
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
IW Financial: Corporate Practice & Governance Worksheet *
IW Financial
2006
pdf
Responsible Investment in Pooled Funds: A guide for charity trustees *
EIRIS Foundation
2013
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
CalPERS Proxy Voting Guidelines *
California Public Employees' Retirement System
2008
pdf
Fossil Fuel Company Exposure in Representative Walden Client Portfolios *
Walden Asset Management
n.d.
pdf
Women, Wealth, and Impact: Investing with a Gender Lens *
Veris Wealth Partners
2013
pdf
Proxy Voting Guidelines 2015 *
As You Sow
2015
pdf
Unlocking the Power of the Proxy *
Rockefeller Philanthropy Advisors, As You Sow
2004
pdf
Introduction to Shareholder Resolutions *
Rockefeller & Co.
2012
pdf
Measuring the Risk Impact of Social Screening *
Aperio Group
2011
pdf
Global Climate Disclosure in Oil & Gas Companies *
Ceres
2010
pdf
The Socially Responsible Quant *
Deutsche Bank
2013

Real Assets

pdf
Real Assets Primer: Research and Thought Leadership on Impact Investing *
Sonen Capital
2013
pdf
Investing in Conservation *
Sonen Capital, Confluence Philanthropy, Fondo Mexicano para la Conservación de la Naturaleza
2016

Shareholder Engagement

pdf
Women’s Inclusion Project - 2019 Shareholder Advocacy Update.Info Sheet.Aperio.2019-08-09 *
Aperio, Proxy Impact
2019
pdf
Five Takeaways from the 2019 Proxy Season *
EY
2019
pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
2019 Six Principles for Proxy Impact *
August 9, 2019
pdf
Grants for Shareowner Action *
Confluence Philanthropy
2015
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
arf
Webinar: Supply Chain & Shareholder Engagement *
Confluence Philanthropy
2013
arf
Webinar: Corporate Influence, Food Systems, and Shareholder Engagement *
Confluence Philanthropy
2014
pdf
Yale Advisory Committee on Investor Responsibility *
Yale University
n.d.
pdf
The Histories of Social Investing & Indigenous Peoples *
First Peoples Worldwide
2008
pdf
Environment: Natural Resource Management *
Sustainable Investments Institute
2011
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
arf
Webinar: Grants For Shareholder Action *
Confluence Philanthropy
2014
pdf
CalPERS Proxy Voting Guidelines *
California Public Employees' Retirement System
2008
pdf
Proxy Voting Guidelines 2015 *
As You Sow
2015
pdf
Unlocking the Power of the Proxy *
Rockefeller Philanthropy Advisors, As You Sow
2004
pdf
Introduction to Shareholder Resolutions *
Rockefeller & Co.
2012
pdf
Changing Corporate Behavior through Shareholder Activism *
Nathan Cummings Foundation
2010
pdf
Executive Summary - Report on Sustainable and Responsible Investing Trends in the United States 2012 *
US SIF
2012
pdf
Unleashing the Potential of US Foundation Endowments *
US SIF
2014
pdf
21st Century Engagement: Investor Strategies for Incorporating ESG Considerations... *
BlackRock, Ceres
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014
pdf
Confluence letter to SEC re: Regulation SK - July 21, 2016 *
Confluence Philanthropy
2016

Impact Reports

pdf
Terra Alpha Investments: 2023 Impact Report *
Terra Alpha Investments
March 2024
pdf
Impact Report 2023: Measuring contributions to the transition to a more sustainable economy *
Impax Asset Management
2023
pdf
Global Endowment Management Impact Annual Report - 2022 *
Global Endowment Management
May 2023
pdf
Candide Group 2022 Impact Report *
Candide Group
February 2023
pdf
Terra Alpha Investments 2022 Impact Report: Enabling a Sustainable Planet for Society *
Terra Alpha Investments
March 2023
pdf
MicroVest Capital Management Impact Report: Foundations of Impact *
MicroVest Capital Management
April 2023
pdf
2022 ESG Impact Report: Transforming Systems. Accelerating Impact. *
Boston Trust Walden
March 2023
pdf
Veris 2022 Impact Report *
2022
pdf
Calvert Impact - 2022 Impact Report *
Calvert Impact
2022
pdf
North Sky Capital Impact Report 2022 *
Northsky Capital
2022
pdf
2018-2019 Veris Impact Report
Veris Wealth Partners
2019
 
pdf
CNote 2018 Annual Impact Report *
CNote
2018
pdf
2018 Pathstone Annual Impact Report *
Pathstone
2018
pdf
Investing to Advance Racial Equity: Second Edition - Practical ways to tackle economic inequality *
Confluence Philanthropy
2020
pdf
Pathstone 2019 Sustainable Investing Highlights *
Pathstone
2019
pdf
Sonen 2018 Impact Report *
Sonen Capital
2018
pdf
Impact Report 2022 *
Greenbacker Renewable Energy Company
July 2023
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Racial equity in financial services *
Confluence Philanthropy
2020

Whole Portfolio

pdf
Can Foundation Endowments Achieve Greater Impact *
2024
pdf
Investing in a Time of Climate Change *
Mercer
2015
pdf
Improving the Planet and Walking the Talk: Park Foundation's Engagement with Mission-Related Inv... *
Park Foundation
2014
pdf
A New Foundation for Portfolio Management *
RSF Social Finance, Portfolio 21 Investments
2012
pdf
Maximizing Impact: An Integrated Strategy for Grantmaking and Mission Investing in Climate Change *
FSG Social Impact Advisors, Surdna Foundation
2010
pdf
Investing in the Clean Trillion: Closing the Clean Energy Investment Gap *
Ceres
2014
pdf
Handbook on Climate-Related Investing across Asset Classes *
Institute for Responsible Investment
2009
pdf
Climate Change Scenarios: Implications for Strategic Asset Allocation *
Mercer
2011
pdf
Philanthropy's New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide... *
Rockefeller Philanthropy Advisors
2008
pdf
Unleashing the Potential of US Foundation Endowments *
US SIF
2014
pdf
Ultimate Impact: Unifying an Investment Portfolio within a Donor Advised Fund *
ImpactAssets, RSF Social Finance, Tides
2012
pdf
Spotlight on the Market: The Impact Investor Survey *
JP Morgan, GIIN
2014
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2009
pdf
Shifting the Lens: A De-Risking Toolkit for Impact *
Bridges Ventures
2014
pdf
Adapting Portfolios to Climate Change *
BlackRock Investment Institute
2016
pdf
Essentials of Impact Investing - A Guide for Small-Staffed Foundations *
Arabella Advisors, Exponent Philanthropy, Mission Investors Exchange
2015
pdf
Impact Investing: History and Opportunity *
Athena Capital Advisors
2017
pdf
Investing for Positive Impact on Women *
Croatan Institute, Global Fund for Women, Thirty Percent Coalition, Root Capital, Trllium Asset Management
2015
pdf
Climate Finance: A Status Report & Action Plan *
R20: Regions of Climate Action
2015
pdf
Navigating the Sustainable Investment Landscape *
World Resources Institute
2016
pdf
Climate-Related Investment for Resilient Communities *
Croatan Institute, Divest-Invest Philanthropy
2016
pdf
Building Impact Portfolios *
Athena Capital Advisors
2017
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Across the Returns Continuum *
Omidyar Network
2017
pdf
Total Portfolio Activation: A Framework for Creating Social and Environmental Impact... *
Tellus Institute
2012
pdf
Edwards Mother Earth Foundation: An Impact Investment Case Study *
Edwards Mother Earth Foundation
2018
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