Impact Investing

Measuring the "Impact" in Impact Investing

Ivy So and Alina Staskevicius

The aim of this study was to deepen the understanding of the specific practices and methodologies that established impact investors are using to measure the social impact generated by their investments, and to analyze the conditions under which each measurement method is most relevant. The intended audience for our analysis is impact investors themselves, as well as social sector organizations, traditional funders, and evaluators. 

Network Evaluation in Practice: Approaches and Applications

Madeleine Taylor Ph.D., Anne Whatley M.S. and Julia Coffman M.S.
This article describes the evaluation framework and its three pillars of network assessment: network connectivity, network health, and network results. 

Social Impact Bonds: A promising tool for bringing private dollars to programs that create opportunity for low-income families

John Griffith and Victoria Shire

This issue brief takes a close look at two SIB initiatives currently in the development phase, each with Enterprise’s support. One initiative aims to reduce chronic homelessness in Denver, while the other aims to reduce the number of days homeless children stay in foster care in Cuyahoga County, Ohio. The brief also looks at federal policy initiatives underway to promote SIBs and similar “pay-for-success” initiatives, including bipartisan legislation that would create a new fund at the Department of the Treasury to support SIB contracts. 

Philanthropy and the Social Economy: Blueprint 2016

Lucy Bernholz

Philanthropy and the Social Economy: Blueprint 2016 is an annual industry forecast about the ways we use private resources for public benefit. Each year, the Blueprint provides an overview of the current landscape, points to major trends, and directs your attention to horizons where you can expect some important breakthroughs in the coming year. 

A Checkup on PRIs

Margaret Laws

For one leading health funder, program-related investments promise to help underserved populations.

Risk, Return and Impact: Understanding Diversification and Performance Within an Impact Investing Portfolio

Jed Emerson

This brief offers impact investors a review of key considerations concerning risk, return and impact when constructing an impact portfolio. Various types of risk are identified along with a review of the “New Efficient Frontier” and the types of impact investing options that may be arrayed across a range of financial, social and environmental returns. 

Solutions for Impact Investors: From Strategy to Implementation

Steven Godeke and Raúl Pomares

Solutions for Impact Investors: From Strategy to Implementation aims to increase the rigor with which impact investors frame their investment decisions and demonstrate the integration of impact investing across asset classes. In conjunction with the team of academics and practitioners who have produced this monograph, Rockefeller Philanthropy Advisors highlights some of the areas in which behavioral economics and innovative organizational and legal structures can be applied to the discipline of impact investing. By describing best practices in transparency, disclosure and rigorous decision- making, we also hope to bridge the divide between traditional and social purpose investing. 

Making Big Bets for Social Change

William Foster, Gail Perreault, Alison Powell and Chris Addy

Why does such a large gap exist between what donors say they would like to achieve with their philanthropy and where they actually make their biggest bets? And how can we close it?

When Can Impact Investing Create Real Impact?

Paul Brest and Kelly Born

Although it is possible for impact investors to achieve social impact along with market rate returns, it’s not easy to do and doesn’t happen nearly as often as many boosters would have you believe. 

Strategies for Financing the Inclusive Economy

Marjorie Kelly, Violeta Duncan and Steve Dubb

How can impact investors, family foundations, and financial institutions strategically leverage  their investments toward solutions that help stem and reverse rising economic inequality? This new report from The Democracy Collaborative explores ways in which impact investors can  help build an inclusive economy by accelerating  the growth of broad-based ownership models—worker cooperatives, social enterprises, employee stock ownership plans (ESOPs), hybrid  enterprises, and municipal enterprise.

Community Foundations Pursue Impact Investments to Build Local Economies

Catherine Covington
The Chronicle of Philanthropy

In this issue of The Chronicle of Philanthropy, our Senior Fellow Marjorie Kelly was featured for her work on equitable, sustainable community development and innovations in the community wealth building field.

Zevin Asset Management, LLC

Zevin Asset Management, LLC is an employee-owned socially responsible investment firm established in 1997. The firm manages accounts for endowments, foundations, religious institutions, and families. Zevin Asset Management was built to perpetuate the unique investment and social investing approaches pioneered by Robert Zevin, who started what is now Walden Asset Management in 1975, making it the first explicit socially responsible unit in any bank. Read more about Zevin Asset Management, LLC...

SRI Annual Conference

November 9th, 2016 to November 11th, 2016
Denver, CO

New Orleans Start-up Fund

The New Orleans Startup Fund (The Startup Fund) is a nonprofit seed fund formed to accelerate the growth of early-stage, innovative New Orleans area businesses into venture-ready companies, and thus, create jobs and economic prosperity for New Orleans.  Established by area business and financial leaders, The Startup Fund has initial commitments of more than $5 million, from which it invests between $25,000 and $100,000 in businesses located in the Greater New Orleans area. Read more about New Orleans Start-up Fund...

What is Community Wealth Building and Why is it so Important?

CWB builds on local talents, capacities and institutions, rebuilding capital to strengthen and create locally-owned family and community owned businesses.

Crossposted from Veris Wealth Partners

More than a decade ago, my colleagues and I at The Democracy Collaborative began using a term for a new kind of economic development – Community Wealth Building. For years, the term was so uncommon that it almost invariably appeared within quotation marks when used.

Today, a Google search identifies 124,000 entries and is growing daily.

Community Foundations in Pacific Northwest Expand Impact through Collective Impact Investing

The Cascadia Foodshed Funding Project offers a model that is critical not only to the development of good funding, but also to the development of a social and financial infrastructure to grow any local economy.
http://www.csrwire.com/