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Impact Investing Tools

pdf
2020 Community Investment Funds Final
Michael H. Shuman
2020
 
pdf
GIIN_2019 Annual Impact Investor Survey *
GIIN
2019
pdf
Building an Impact Investment Team *
Omidyar
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
Scaling Energy Access with Blended Finance-SunFunder white paper *
SunFunder
2019
pdf
Impact Report 2022 *
Greenbacker Renewable Energy Company
July 2023
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Values-aligned Investing 101 *
Confluence Philanthropy
2020
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The Journey Towards Implementation: Preview of 10th Anniversary Impact Investing Handbook *
Confluence Philanthropy
2020
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UN Sustainable Development Goals: Aperio's Perspective *
Aperio
2019
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"Is There ESG Alpha?" A Marketing Question in Research Clothing *
Aperio
2019
pdf
Creating a Carve-Out? This Tool Will Help *
Julia W. Sze and Rebekah Saul Butler
2018
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Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
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Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
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Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
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The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
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Cash For Impact Webinar *
Confluence Philanthropy
2020
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2020
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Moving Beyond the Trade-Off Debate *
Omidyar Network
2020
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Roadmap for the Future of Impact Investing: Reshaping Financial Markets *
GIIN
2020
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Shareholder Rights Rulemaking Toolkit *
USSIF
2020
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2020

Community + Place-based Investing

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
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
pdf
Financing the Inclusive Economy *
Democracy Collaborative
2016
pdf
Impact Investment Activity and Opportunities in New England Fisheries *
Confluence Philanthropy and Gulf of Maine Research Institute
2015
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Webinar: Local Investing and the JOBS Act: New Opportunities in a Developing Landscape *
Confluence Philanthropy
2016
pdf
Emerging solutions to drive private investment in climate resilience *
Climate Policy Initiative
2015
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
Just Transition Fund: A Philanthropic Initiative to Help Coal Communities in Transition *
Just Transition Fund
2016
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INVEST IN A MORE RESILIENT ECONOMY AND BUILD A MORE RESILIENT PORTFOLIO *
CNote
2019
pdf
INVESTMENT OPPORTUNITIES IN AFRICAN INFRASTRUCTURE: CHALLENGES AND OPPORTUNITIES *
Mercer
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Investment Policy Statements

pdf
McKnight Foundation Investment Policy Statement *
McKnight Foundation
2016

Public Equity + ESG

pdf
Executive Summary - Report on Sustainable and Responsible Investing Trends in the United States 2012 *
US SIF
2012
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
pdf
ESG and Sustainable Hedge Fund Investing: Observations *
Alternative Investment Group
2016
pdf
Merck Family Fund ESG Investment Guidelines *
Merck Family Fund
2016
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
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Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
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Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
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ESG is Not an Investment Strategy *
Financial Advisor Magazine
2017
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ESG in Equity Analysis and Credit Analysis *
2019
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A Guide to ESG Portfolio Construction *
Aperio
2019
pdf
Why and How Investors Use ESG Information *
Financial Analysis Journal
2018
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"Is There ESG Alpha?" A Marketing Question in Research Clothing *
Aperio
2019
pdf
Navigating the Sustainable Investment Landscape *
World Resources Institute
2016
pdf
Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
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ESG, OECD, and the Tragedy of the Commons *
Aperio Group
2017
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ESG Exclusions: Setting Expectations *
Aperio
2018
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The Alpha-Seeking ESG Investor *
Aperio
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Shareholder Engagement

pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
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Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
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Webinar: Utilizing Proxy Power to Support Gender Issues *
Confluence Philanthropy
2016
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What Do Advocates of Lobbying Disclosure Seek? *
Walden Asset Management
2016
pdf
Proxy Voting Conflicts: Asset Manager Conflicts of Interest in the Energy and Utility Industries *
50/50 Climate Project
2017
pdf
Guide to Filing Shareholder Resolutions *
2018
pdf
Proxy Preview 2019 *
As You Sow, Proxy Impact
2019
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Home Depot and the 23-Year Resolution *
Austin Wilson
May 27, 2021

Whole Portfolio

pdf
The Russell Family Foundation: The Impact Investing Journey *
The Russell Family Foundation
2018
pdf
TRRF's Impact Investing Journey: Summary *
The Russell Family Foundation
2018
pdf
Preparing Portfolios for Transformation *
Mercer
2017
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