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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
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
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
MS DEI Signal - Measuring Asset Managers Progress on DEI
Morgan Stanley Wealth Management
March 2022
 
pdf
From Capital-To-Community-First Mindset in Impact Investing *
Fair Food Network
2023
pdf
Leading Lobbying Practices to Drive 1.5C Policy Action *
Interfaith Center on Corporate Responsibility (ICCR)
2022
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
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 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
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
Guidance on Use of Sectoral Pathways for Financial Institutions
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Recommendations and Guidance on Net-zero Transition Plans for the Financial Sector
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
The Managed Phaseout of High-emitting Assets
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 

Confluence Programs + Publications

pdf
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 2022
pdf
Advisor List *
Confluence Philanthropy
2020
pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
C2C Press Release 6.2.17
Confluence Philanthropy
2017
 
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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
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
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From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
pdf
Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
pdf
Six Foundations for Building Community Resilience *
Post Carbon Institute
2020
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The Tax Cuts and Jobs Act: An Opportunity for Investors to Reduce Income Inequality? *
Confluence Philanthropy
2018
pdf
The Race of Our Lives Revisited *
Jeremy Grantham, GMO
2020
pdf
Oil and gas corporates risk future value destruction by rewarding executives for chasing growth *
Carbon Tracker Initiative
2020
pdf
The Global Fossil Fuel Divestment and Clean Energy Investment Movement *
Arabella Advisors
2020
pdf&sid=93877b58db2df5eb3c6c11236d447aa6
Divest Invest Philanthropy: Five Year After Launch *
Divest Invest
2020
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TEDMED Talk - Why Community is our best chance of survival *
Christine E. Nieves
2020
pdf&sid=e0e68ac1968e
Crossing the Bridge to Sustainable Infrastructure Investing *
MERCER
2020
html
Want to Do Something About Climate Change? Follow the Money *
The New York Times
2020
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
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Exploration Webinar: The Rainmakers Investment Collaborative *
Confluence Philanthropy
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2020
pdf
Why and How Investors Can Respond to Income Inequality *
Principles for Responsible Investment and The Investment Integration Project
2020

Confluence Portfolio Open Houses

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Portfolio Open House: The Russell Family Foundation *
The Russell Family Foundation
2019
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Confluence Philanthropy Member Spotlight: Forysthia Foundation *
Forysthia Foundation
2016
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Portfolio Open House: Inspirit Foundation *
Confluence Philanthropy
2019
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Portfolio Open House: Sierra Club Foundation *
Sierra Club Foundation
2018
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Portfolio Open House: Ceniarth *
Ceniarth
2017
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Portfolio Open House: Edwards Mother Earth Foundation *
Edwards Mother Earth Foundation
2018
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Portfolio Open House: Nia Community Foundation *
Nia Community Foundation
2018

Practitioners Gathering Program Guides

pdf
Open for Business *
Michael H. Shuman
2020
pdf
2018 Practitioners Gathering - Disrupt the Now - Program Guide
Confluence Philanthropy
2018
 
pdf
2019 Practitioner Gathering- "Truth & Transparency" - Program Guide *
Confluence Philanthropy
2019
pdf
2017 Practitioners Gathering - "Love & Resilience" - Program Guide *
Confluence Philanthropy
2017
pdf
2016 Practitioners Gathering - "Finance & Democracy" - Program Guide *
Confluence Philanthropy
2016
pdf
2015 Practitioners Gathering - "Facing Revolutionary Change" - Program Guide *
Confluence Philanthropy
2015
pdf
2014 Practitioners Gathering - "Honoring Legacy - Aligning Our Values" - Program Guide *
Confluence Philanthropy
2014
pdf
2013 Practitioners Gathering - "Catalyzing Change" - Program Guide *
Confluence Philanthropy
2013
pdf
2012 Practitioners Gathering - Agenda *
Confluence Philanthropy
2012
pdf
2011 Practitioners Meeting - Agenda *
Confluence Philanthropy
2011
pdf
Climate-Related Investment for Resilient Communities: DivestInvest Opportunities in Community-Orient *
Croatan Institute
2020
pdf
Emerging Solutions to Drive Private Investment in Climate Resilience *
Climate Policy Initiative
2020
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
default
From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
pdf
Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
pdf
The Race of Our Lives Revisited *
Jeremy Grantham, GMO
2020
pdf
Oil and gas corporates risk future value destruction by rewarding executives for chasing growth *
Carbon Tracker Initiative
2020
pdf
The Global Fossil Fuel Divestment and Clean Energy Investment Movement *
Arabella Advisors
2020
pdf&sid=93877b58db2df5eb3c6c11236d447aa6
Divest Invest Philanthropy: Five Year After Launch *
Divest Invest
2020
default
TEDMED Talk - Why Community is our best chance of survival *
Christine E. Nieves
2020
pdf&sid=e0e68ac1968e
Crossing the Bridge to Sustainable Infrastructure Investing *
MERCER
2020
html
Want to Do Something About Climate Change? Follow the Money *
The New York Times
2020

Confluence Reports

pdf
Finding the Right Direction: First in the Racial Equity Lens Investing Series *
March 2024
pdf
A Compass: Second in the Racial Equity Investing Series *
March 2024
pdf
Creating the Compass: Third in the Racial Equity Investing Series *
March 2024
pdf
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 2022
pdf
Advisor List *
Confluence Philanthropy
2020
pdf
Finding the Right Strategic Consultant: A Resource List for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Strategic Consultant: A Resource Guide for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 2: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 1: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
2019 Six Principles for Proxy Impact *
August 9, 2019
pdf
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019
pdf
Confluence Philanthropy's Annual Report FY 2013 *
Confluence Philanthropy
2013
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Sustainable Fisheries and Food... *
Confluence Philanthropy
2013
pdf
Grants for Shareowner Action *
Confluence Philanthropy
2015
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Native American Community... *
Confluence Philanthropy
2014
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
pdf
Fixed Income Investing in Climate Solutions *
Confluence Philanthropy, Croatan Institute, Clean Energy Group
2015
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
pdf
Request For Proposals for Investment Advisors *
Confluence Philanthropy
2012
pdf
Reinvesting for a Clean Energy Economy *
Confluence Philanthropy
2014
pdf
Redefining Impact: Case Studies in Transformative Finance *
Confluence Philanthropy, Toniic, Transformative Finance Network
2013
pdf
Who's Who in the World of Working Groups *
Confluence Philanthropy
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014

Confluence Webinars

arf
Webinar: The Future of Economic Growth *
Confluence Philanthropy
2012
arf
Webinar: Catching the Carbon Bubble *
Confluence Philanthropy
2012
arf
Webinar: Without Responsibilities: Corporate Power in the Aftermath of Citizens United *
Confluence Philanthropy
2012
arf
Webinar: MRI & Fisheries: A Catalyst for Change *
Confluence Philanthropy
2012
arf
Webinar: The Burning Question: Is Fossil Fuel Divestment Right For Your Institution? *
Confluence Philanthropy
2013
arf
Webinar: Keeping Risk Above Water Part 1: Can MRI Be Used for Disaster Response & Recovery?
Confluence Philanthropy
2013
 
arf
Webinar: Keeping Risk Above Water Part 2: Investing in Adaptation, Disaster Response & Recovery *
Confluence Philanthropy
2013
arf
Webinar: Investing in Water Sustainability: Creating Clean Water Cash Flows *
Confluence Philanthropy
2013
arf
Webinar: Supply Chain & Shareholder Engagement *
Confluence Philanthropy
2013
arf
Webinar: Private Equity and Angel Investing in Sustainable Fisheries & Food Systems *
Confluence Philanthropy
2013
arf
Webinar: MRI in Schools *
Confluence Philanthropy
2013
arf
Webinar: Losing Ground: Land Grabs and the Importance of Knowing What You Own *
Confluence Philanthropy
2014
arf
Webinar: Divest-Invest Philanthropy *
Confluence Philanthropy
2014
arf
Webinar: Building a Sustainable Value Chain for New England Groundfish *
Confluence Philanthropy
2014
arf
Webinar: Corporate Influence, Food Systems, and Shareholder Engagement *
Confluence Philanthropy
2014
php?RCID=0b94fd79651bf2342cab06584fbf840b
Webinar: Introduction to MRI & The Mission Fish Working Group *
Confluence Philanthropy
2014
arf
Webinar: Does Renewable Energy Have a Social Problem? Energy Access and Global Justice *
Confluence Philanthropy
2014
arf
Webinar: Lessons Learned in Sustainable Investing: A Discussion with Peter Knight of Generation Fund *
Confluence Philanthropy
2014
arf
Webinar: Grants For Shareholder Action *
Confluence Philanthropy
2014
arf
Webinar: Carry Your Cash *
Confluence Philanthropy
2015
arf
Webinar: Place-Based Investing *
Confluence Philanthropy
2015
arf
Webinar: Voices of the Next Generation in Impact Investing *
Confluence Philanthropy
2015
mp4
Investing in Vibrant Oceans: Financing the Transition of Small Scale Fisheries to Sustainability *
Confluence Philanthropy
2016
arf
Webinar: Aligning Portfolio with Mission - Pooled Funds and Proxy Voting *
Confluence Philanthropy
11/18/2015
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Webinar: Aligning Investor and Community Interests on Tribal Lands *
Confluence Philanthropy
2016

Impact Investing 101

pdf
Breaking Barriers: A Practical Guide to Unlocking Foundation Endowments for Missions and Returns *
Builders Initiative & Social Finance
April 2023
pdf
The Guide: What Cultural Institutions Need to Know About Investing for Values and Mission *
Upstart Co-Lab
2021
pdf
Finding the Right Strategic Consultant: A Resource List for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Strategic Consultant: A Resource Guide for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 2: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 1: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
CCM Report - CDFI Investing for the Impact Investor - September 2019 *
Community Capital Management
2019
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2017
pdf
How to Transition Your Investment Portfolio Toward Impact *
SSIR
2019
pdf
The ABC's of ESG *
Mercer
2015
pdf
Community Foundations Field Guide to Impact Investing *
Mission Investors Exchange
2013
pdf
Maximizing Impact: An Integrated Strategy for Grantmaking and Mission Investing in Climate Change *
FSG Social Impact Advisors, Surdna Foundation
2010
pdf
Executive Summary: Investing for Social and Environmental Impact *
Monitor Institute
2009
pdf
Introduction to Shareholder Resolutions *
Rockefeller & Co.
2012
pdf
Philanthropy's New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide... *
Rockefeller Philanthropy Advisors
2008
pdf
Key Facts On Mission Investing *
The Foundation Center
2011
pdf
Risk, Return & Social Impact: Demystifying the Law of Mission Investing by US Foundations *
FSG Social Impact Advisors
2008
pdf
Request For Proposals for Investment Advisors *
Confluence Philanthropy
2012
pdf
Unleashing the Potential of US Foundation Endowments *
US SIF
2014
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2009
pdf
Essentials of Impact Investing - A Guide for Small-Staffed Foundations *
Arabella Advisors, Exponent Philanthropy, Mission Investors Exchange
2015
pdf
Fully Committed: Our Roadmap Towards a 100% Impact Portfolio *
Inspirit Foundation, in partnership with Purpose Capital
1/2016
pdf
Impact Investing: History and Opportunity *
Athena Capital Advisors
2017
pdf
Philanthropy's Full Force: Mission investments to catalyze climate solutions *
Redstone Strategy Group
2016
pdf
THE IMPACT INVESTING GUIDEBOOK for Foundations *
Purpose Capital, Philanthropic Foundations Canada, Community Foundations of Canada
Oct 2017

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
default
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
default
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

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
default
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
be
Values-aligned Investing 101 *
Confluence Philanthropy
2020
default
Rev. Dr. William Barber Keynote Remarks, Advisors Forum 2019 *
Confluence Philanthropy
2019
default
Engaging for greater gender equality among Asian companies *
Impax Asset Management
May 2023
default
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
default
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
default
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
default
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
default
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
default
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
default
Indigenous Peoples and Engagement Timeline for Sustainable and Responsible Investing (2006 – 2015) *
Calvert Investments, Boston Common Asset Management
2016
default
Webinar: Aligning Investor and Community Interests on Tribal Lands *
Confluence Philanthropy
2016
default
Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
default
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
default
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
default
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
default
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
default
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

Issues: Climate + Environment

pdf
Leading Lobbying Practices to Drive 1.5C Policy Action *
Interfaith Center on Corporate Responsibility (ICCR)
2022
pdf
Guidance on Use of Sectoral Pathways for Financial Institutions
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Recommendations and Guidance on Net-zero Transition Plans for the Financial Sector
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
The Managed Phaseout of High-emitting Assets
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
2022 Concept Note on Portfolio Alignment Measurement
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Introductory Note on Expectations for Real-economy Transition Plans
Glasgow Financial Alliance for Net Zero (GFANZ)
June 30, 2022
 
pdf
Report on Engagement Strategy for Decarbonizing Bank Lending *
Confluence Philanthropy
2020
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
Investing in a Time of Climate Change *
Mercer
2015
pdf
A Guide to Community Solar: Utility, Private and Nonprofit Project Development *
April 8, 2016
pdf
From Risk To Return Investing in a Clean Energy Economy *
December 2016
pdf
NATIONAL DEVELOPMENT BANKS AND GREEN INVESTMENT BANKS: MOBILIZING FINANCE IN LATIN AMERICA AND THE C *
NRDC
June 2017
default
Invest to Rebuild the Ocean *
Confluence Philanthropy
2020
pdf
Scaling Energy Access with Blended Finance-SunFunder white paper *
SunFunder
2019
pdf
C2C Press Release 6.2.17
Confluence Philanthropy
2017
 
default
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar an *
Clean Energy Group
2020
pdf
Climate-Related Investment for Resilient Communities: DivestInvest Opportunities in Community-Orient *
Croatan Institute
2020
pdf
Emerging Solutions to Drive Private Investment in Climate Resilience *
Climate Policy Initiative
2020
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
default
From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
pdf
Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
default
Portfolio Open House: Ceniarth *
Ceniarth
2017

Agriculture + Food Systems

pdf
Bridging the Gaps: Funding and Social Equity Across the Food System Supply Chain *
RSF Social Finance
2012
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
Real Assets Primer: Research and Thought Leadership on Impact Investing *
Sonen Capital
2013
pdf
Promoting Sustainable Food Systems through Impact Investing *
The Springcreek Foundation
2011
arf
Webinar: Private Equity and Angel Investing in Sustainable Fisheries & Food Systems *
Confluence Philanthropy
2013
arf
Webinar: Corporate Influence, Food Systems, and Shareholder Engagement *
Confluence Philanthropy
2014
pdf
Private Equity and Emerging Markets Agribusiness: Building Value Through Sustainability *
Credit Suisse et al
2015
pdf
Literature Review: Greenhouse Gas Mitigation Potential of Agricultural Land Management Activities... *
Duke University Nicholas Institute for Environmental Policy Solutions
2010
pdf
Mitigating climate change through agriculture: An untapped potential *
Deutsche Bank
2011
pdf
Undermining Agriculture: How Extractive Industries Threaten Our Food System *
The Gaia Foundation
2014
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
Feeding Ourselves Thirsty: How the Food Sector is Managing Global Water Risks *
Ceres
2015
default
From seed to supper: opportunities in food waste mitigation *
Impax Asset Management
February 2023
pdf
Fighting Fire with Finance: A Roadmap for Collective Action *
2017
pdf
Back to Grass: The Market Potential for U.S. Grassfed Beef *
SLM Partners
2018
pdf
The Investment Case for Ecological Farming *
Paul McMahon
2018
pdf
Assessing Corporate Performance on Food Waste Reduction: A Strategic Guide for Investors *
Trillium Asset Management, NRDC
2017

Carbon

pdf
Finding+the+Right+Investment+Advisor+Part+2_+A+Resource+Guide+for+Foundations+(Fall+2019+update) (1) (1)
August 4, 2022
 
pdf
Finding+the+Right+Investment+Advisor+Part+2_+A+Resource+Guide+for+Foundations+(Fall+2019+update)+(1)+(1)
August 4, 2022
 
pdf
Unburnable Carbon: Are the World's Financial Markets Carrying a Carbon Bubble? *
Carbon Tracker Initiative
2011
pdf
The Coming Carbon Asset Bubble (Wall Street Journal) *
Al Gore + David Blood
2013
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
arf
Webinar: Catching the Carbon Bubble *
Confluence Philanthropy
2012
pdf
Know Your Oil: Creating a Global Oil-Climate Index *
Carnegie Endowment for International Peace
2015
pdf
Literature Review: Greenhouse Gas Mitigation Potential of Agricultural Land Management Activities... *
Duke University Nicholas Institute for Environmental Policy Solutions
2010
pdf
Catalyzing Capital Towards a Low Carbon Economy *
James Cameron, David Blood
2009
pdf
Global Climate Disclosure in Oil & Gas Companies *
Ceres
2010
pdf
Opening Pandora's Box: The New Wave of Land Grabbing by Extractive Industries *
The Gaia Foundation
2012
default
A Price on Carbon May Be Coming Soon to the U.S. *
Wall Street Journal
2016
pdf
Smart Tax: Pricing Oil for a Safe Climate *
Carnegie Endowment for International Peace
2016
pdf
State and Trends of Carbon Pricing *
World Bank Group
2016
default
Webinar: Carbon Markets and the True Value of Nature *
Confluence Philanthropy
2016
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17

Conservation

pdf
Financing Fisheries Change: Learning From Case Studies *
Manta Consulting, Inc.
2011
pdf
Investing in Conservation *
Sonen Capital, Confluence Philanthropy, Fondo Mexicano para la Conservación de la Naturaleza
2016
pdf
Fighting Fire with Finance: A Roadmap for Collective Action *
2017
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17

Ecosystems

pdf
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
pdf
Real Assets Primer: Research and Thought Leadership on Impact Investing *
Sonen Capital
2013
pdf
Peak: Investing at the Edge of Ecological Limits *
Portfolio 21 Investments
2012
PDF
Estimating the Size and Impact of the Ecological Restoration Economy *
Multiple
2015
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17

Energy Efficiency

pdf
Investing in the Clean Trillion: Closing the Clean Energy Investment Gap *
Ceres
2014
pdf
Guide to Federal Financing for Energy Efficiency and Clean Energy Deployment *
US Federal Government
2014
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2015
pdf
Expect the Unexpected: The Disruptive Power of Low-carbon Technology *
Carbon Tracker Initiative, Grantham Institute
2017
pdf?dl=0
From Risk to Return: Investing in a Clean Energy Economy *
Risky Business Project
2017
mp4?dl=0
Webinar: Superefficiency: Key to a Profitable Zero-Carbon Future *
Confluence Philanthropy
2016
default
Webinar: The Role of Venture Capital in Cleantech Innovation *
Confluence Philanthropy
2016
pdf
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar... *
Clean Energy Group
2017
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17

Fisheries

pdf
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Sustainable Fisheries and Food... *
Confluence Philanthropy
2013
arf
Webinar: MRI & Fisheries: A Catalyst for Change *
Confluence Philanthropy
2012
arf
Webinar: Private Equity and Angel Investing in Sustainable Fisheries & Food Systems *
Confluence Philanthropy
2013
arf
Webinar: Building a Sustainable Value Chain for New England Groundfish *
Confluence Philanthropy
2014
php?RCID=0b94fd79651bf2342cab06584fbf840b
Webinar: Introduction to MRI & The Mission Fish Working Group *
Confluence Philanthropy
2014
pdf
Maine Fisheries Report (Presentation) *
Confluence Philanthropy
2014
pdf
Gulf of Maine Sustainable Wild and Aquaculture Seafood: An Investment Opportunity Analyzed *
Confluence Philanthropy
2014
pdf
Financing Fisheries Change: Learning From Case Studies *
Manta Consulting, Inc.
2011
pdf
Meeting the World's Protein Needs: Fish from Farm to Table *
The Ocean Foundation
2014
pdf
Impact Investment Activity and Opportunities in New England Fisheries *
Confluence Philanthropy and Gulf of Maine Research Institute
2015
pdf
Indonesia Fisheries Value Chain Assessments *
Wilderness Markets
2015
pdf
Investing for Sustainable Global Fisheries *
Encourage Capital
2015
mp4
Investing in Vibrant Oceans: Financing the Transition of Small Scale Fisheries to Sustainability *
Confluence Philanthropy
2016

Fossil Fuel Divestment

pdf
Unburnable Carbon: Are the World's Financial Markets Carrying a Carbon Bubble? *
Carbon Tracker Initiative
2011
pdf
The Coming Carbon Asset Bubble (Wall Street Journal) *
Al Gore + David Blood
2013
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
arf
Webinar: Catching the Carbon Bubble *
Confluence Philanthropy
2012
arf
Webinar: The Burning Question: Is Fossil Fuel Divestment Right For Your Institution? *
Confluence Philanthropy
2013
arf
Webinar: Divest-Invest Philanthropy *
Confluence Philanthropy
2014
pdf
Financial Risks of Investment in Coal *
As You Sow
2012
pdf
Know Your Oil: Creating a Global Oil-Climate Index *
Carnegie Endowment for International Peace
2015
pdf
Environment: Natural Resource Management *
Sustainable Investments Institute
2011
pdf
Institutional Pathways to Fossil-Free Investing: Endowment Management in a Warming World *
Tellus Institute
2013
pdf
Fossil Fuel Company Exposure in Representative Walden Client Portfolios *
Walden Asset Management
n.d.
pdf
Do the Math: Building a Carbon-Free Portfolio *
Aperio Group
2013
pdf
Coal Divestment Toolkit: Moving Endowments Beyond Coal *
Power Shift
n.d.
pdf
Reinvesting for a Clean Energy Economy *
Confluence Philanthropy
2014
pdf
Opening Pandora's Box: The New Wave of Land Grabbing by Extractive Industries *
The Gaia Foundation
2012
pdf
Investing in Conservation *
Sonen Capital, Confluence Philanthropy, Fondo Mexicano para la Conservación de la Naturaleza
2016
default
Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
default
Beyond Divestment: Decarbonizing our Investment Portfolio *
Rockefeller Brothers Fund
2023
pdf
Trillion Dollar Transformation: Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate ri *
Center for International Environmental Law
2016
pdf
Climate-Related Investment for Resilient Communities *
Croatan Institute, Divest-Invest Philanthropy
2016
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17

Green Infrastructure

pdf
Real Assets Primer: Research and Thought Leadership on Impact Investing *
Sonen Capital
2013
pdf
NATIONAL DEVELOPMENT BANKS AND GREEN INVESTMENT BANKS: MOBILIZING FINANCE IN LATIN AMERICA AND THE C *
NRDC
June 2017
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17
pdf
Building a Bridge to Sustainable Infrastructure *
Mercer
2016
pdf
Crossing the Bridge to Sustainable Infrastructure Investing *
Mercer
2017
pdf
Sustainable Infrastructure Framework *
January 2017

Renewable Energy

arf
Webinar: Does Renewable Energy Have a Social Problem? Energy Access and Global Justice *
Confluence Philanthropy
2014
pdf
The Economic Impacts of the Regional Greenhouse Gas Initiative *
Analysis Group
2011
pdf
Investing in the Clean Trillion: Closing the Clean Energy Investment Gap *
Ceres
2014
pdf
Reinvesting for a Clean Energy Economy *
Confluence Philanthropy
2014
pdf
Guide to Federal Financing for Energy Efficiency and Clean Energy Deployment *
US Federal Government
2014
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2015
mp4
Webinar: Investing in Clean Energy Accelerators *
Confluence Philanthropy
2016
pdf
Expect the Unexpected: The Disruptive Power of Low-carbon Technology *
Carbon Tracker Initiative, Grantham Institute
2017
pdf?dl=0
From Risk to Return: Investing in a Clean Energy Economy *
Risky Business Project
2017
default
Webinar: Public Policy's Role in Climate Finance *
Confluence Philanthropy
2016
default
Webinar: The Role of Venture Capital in Cleantech Innovation *
Confluence Philanthropy
2016
default
Investing In Domestic Clean Energy Projects 101
Confluence Philanthropy
2020
 
pdf
A Resilient Power Capital Scan: How Foundations Could Use Grants and Investments to Advance Solar... *
Clean Energy Group
2017
pdf
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
pdf
NYT- Is It O.K. to Tinker With the Environment to Fight Climate Change? *
JON GERTNER
4/18/17
default
C2C Exploration: CalSeed Entrepreneurs *
Confluence Philanthropy
2018

Water

pdf
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
arf
Webinar: Investing in Water Sustainability: Creating Clean Water Cash Flows *
Confluence Philanthropy
2013
pdf
Water Disclosure 2010 Global Report *
Carbon Disclosure Project
2010
pdf
Rewarding Water Users to Minimize Water Use Impacts *
Alliance for Water Stewardship
2011
pdf
Undermining Agriculture: How Extractive Industries Threaten Our Food System *
The Gaia Foundation
2014
pdf
Feeding Ourselves Thirsty: How the Food Sector is Managing Global Water Risks *
Ceres
2015
pdf
Protecting Drinking Water at the Source: Lessons from Watershed Investment Programs in the U.S. *
World Resources Institute
2016
pdf
Sonen Capital Water Investment Primer *
June 2016
pdf
Water Investment Primer *
Sonen Capital
2016
default
Exploring Investor Solutions to Restore the Ocean *
Confluence Philanthropy
2019
default
Water quality: a critical pillar of biodiversity *
Impax Asset Management
March 2023
pdf
Western Water Briefing: Strategies for Water Resilience *
Confluence Philanthropy
2017

Miscellaneous

pdf
CDFIs and the Environment: A Time for Innovation in Practice and Policy *
Opportunity Finance Network
2008
pdf
The Earth Security Index 2015 *
The Earth Security Group
2015
arf
Webinar: Keeping Risk Above Water Part 1: Can MRI Be Used for Disaster Response & Recovery?
Confluence Philanthropy
2013
 
arf
Webinar: Keeping Risk Above Water Part 2: Investing in Adaptation, Disaster Response & Recovery *
Confluence Philanthropy
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
Fixed Income Investing in Climate Solutions *
Confluence Philanthropy, Croatan Institute, Clean Energy Group
2015
pdf
Navigating Climate Risk: Ceres’ Primer for Family Offices *
Ceres
2013
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
Proxy Voting Guidelines 2015 *
As You Sow
2015
pdf
Changing Corporate Behavior through Shareholder Activism *
Nathan Cummings Foundation
2010
pdf
Undermining Agriculture: How Extractive Industries Threaten Our Food System *
The Gaia Foundation
2014
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
Adapting Portfolios to Climate Change *
BlackRock Investment Institute
2016
pdf
Are Banks Prepared for Climate Change? *
Boston Common Asset Management
2015
pdf
Investing in a Time of Climate Change - summary slides *
Mercer
2015
pdf
Philanthropy's Full Force: Mission investments to catalyze climate solutions *
Redstone Strategy Group
2016
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2015
default
Webinar: Are Banks Prepared for Climate Change? *
Confluence Philanthropy
2016
default
Webinar: Autonomous Vehicles and the Future of Mobility: Investing in the Next Generation of Transpo *
Confluence Philanthropy
2016
mp4
Webinar: The Road Beyond Paris: Implications for Impact Investing & Philanthropy *
Confluence Philanthropy
2015
pdf
Climate Finance: A Status Report & Action Plan *
R20: Regions of Climate Action
2015

Organization Type / Constituency

pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018

Advisors

pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
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
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
org
RSF Finance 2014 Annual Report *
RSF Social Finance
2014
pdf
Evaluating Collaboration Models for Family Foundations and Their Investment Advisors *
Threshold Group
2011
pdf
Sonen Capital 2016 Annual Impact Report *
Sonen Capital
2017
pdf
Sonen Capital Water Investment Primer *
June 2016
pdf
NEW-FORESTS 2018 Sustainability Report *
New Forests
2018
default
It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
pdf
Building Impact Portfolios *
Athena Capital Advisors
2017
pdf
Proxy Voting Conflicts: Asset Manager Conflicts of Interest in the Energy and Utility Industries *
50/50 Climate Project
2017
PDF
The Investors Perspective: Constructing a portfolio on the efficient impact-financial frontier... *
Root Capital, Impact Management Project
April 8, 2019
pdf
Accelerating Diversity and Inclusion in Venture Capital *
Surdna Foundation
Jan 2019
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers *
USSIF
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Community Foundations

pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
How to Transition Your Investment Portfolio Toward Impact *
SSIR
2019
pdf
A New Anchor Mission For A New Century *
Democracy Collaborative
2014
pdf
Community Foundations Field Guide to Impact Investing *
Mission Investors Exchange
2013
pdf
Driving Impact through Donor Advised Funds: Community Foundations as Catalysts for Impact Investing *
ImpactAssets, Silicon Valley Community Foundation
2015
pdf
Northern New England Community Foundation Impact Investing: A Rural Community Foundation Case Study *
GPS Capital Partners, The Philanthropic Initiative
2013
pdf
To Find Real Prosperity, Community Foundations are Exiting Wall Street *
BALLE
2015
pdf
On the Brink of New Promise: The Future of U.S. Community Foundations *
Blueprint Research & Design
2005
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
Fully Committed: Our Roadmap Towards a 100% Impact Portfolio *
Inspirit Foundation, in partnership with Purpose Capital
1/2016
pdf
Building an Impact Investment Team *
Omidyar
2018
pdf
THE IMPACT INVESTING GUIDEBOOK for Foundations *
Purpose Capital, Philanthropic Foundations Canada, Community Foundations of Canada
Oct 2017
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018
pdf
Rockefeller Philanthropy Advisors: Impact Investing Strategy & Action *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018
pdf
Building Power Across the Impact Investing Field: Key Takeaways from our Investment Advisor Search *
Jessie Smith Noyes Foundation
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Family Foundations + Offices

pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2017
pdf
How to Transition Your Investment Portfolio Toward Impact *
SSIR
2019
pdf
RISE Platform Overview *
Robasciotti & Philipson
2019
pdf
Navigating Climate Risk: Ceres’ Primer for Family Offices *
Ceres
2013
pdf
Evaluating Collaboration Models for Family Foundations and Their Investment Advisors *
Threshold Group
2011
pdf
Philanthropy's New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide... *
Rockefeller Philanthropy Advisors
2008
pdf
Risk, Return & Social Impact: Demystifying the Law of Mission Investing by US Foundations *
FSG Social Impact 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
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2009
pdf
Essentials of Impact Investing - A Guide for Small-Staffed Foundations *
Arabella Advisors, Exponent Philanthropy, Mission Investors Exchange
2015
pdf
Fully Committed: Our Roadmap Towards a 100% Impact Portfolio *
Inspirit Foundation, in partnership with Purpose Capital
1/2016
pdf
Private Foundations—Tools for Redirecting Dollars from Excise Tax Payments to Your Mission *
Aperio Group
2016
default
Webinar: Building a Foundation for the 21st Century *
Confluence Philanthropy
2016
pdf
Building an Impact Investment Team *
Omidyar
2018
pdf
THE IMPACT INVESTING GUIDEBOOK for Foundations *
Purpose Capital, Philanthropic Foundations Canada, Community Foundations of Canada
Oct 2017
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018
pdf
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting... *
Cambridge Associates
2016
pdf
Rockefeller Philanthropy Advisors: Impact Investing Strategy & Action *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Edwards Mother Earth Foundation: An Impact Investment Case Study *
Edwards Mother Earth Foundation
2018
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018

Next Gen + Millenials

pdf
Impact Investing Needs Millennials *
Harvard Business Review
2014
pdf
The Millenial Perspective: Understanding Preferences of the New Asset Owners *
ImpactAssets
2015
arf
Webinar: Voices of the Next Generation in Impact Investing *
Confluence Philanthropy
2015
pdf
Next Gen Perspectives on Mission Related Investing *
Resource Generation
n.d.
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