Impact Investment

Community Development Corporations (CDCs)

Bedford-Stuyvesant Restoration Corporation

Bedford Stuyvesant Restoration Corporation, the nation's first community development corporation, partners with Central Brooklyn residents and business to foster economic self sufficiency, enhance family stability and growth, promote the arts and culture, and help the neighborhood develop into a safe, vibrant place to live, work and visit.   Since its establishment in 1967, the CDC has helped attract more than $500 million in investment, placed over 20,000 youth and adults in jobs, and helped construct or renovate 2,200 units of housing. Read more about Bedford-Stuyvesant Restoration Corporation...

BRIDGE Housing

BRIDGE Housing was originally founded to combat San Francisco's shortage of affordable housing. Since 1983, the organization has expanded its capabilities to include project financing, community outreach, planning, construction management, property maintenance, and asset management. To date, BRIDGE has successfully developed over 14,000 homes with an estimated market value of three billion dollars. Read more about BRIDGE Housing...

Community Development Financial Institutions (CDFIs)

Low Income Investment Fund

Since the group's founding in the mid-1980s, LIIF has provided capital and technical assistance totaling $1.5 billion, which in turn leveraged an additional $6 billion, broadening economic opportunity for 1.7 million people. LIIF's investments helped to create 174,000 units of low income and special needs housing, 243,000 childcare spaces, and 72,000 educational facilities. Read more about Low Income Investment Fund...

Nonprofits Assistance Fund

Based in Minneapolis, the Nonprofits Assistance Fund aims to strengthen the community by investing capital and expertise into nonprofit organizations.  In fiscal year 2015, the CDFI provided over $16 million in working capital and facilities loans and 1,362 hours of financial technical assistance to a wide range of 501(c)(3) organizations operating across Minnesota and its neighboring communities.

Impact Investing

Calvert Group

The Calvert Group, one of the pioneers of socially responsible investing, has been in the mutual fund business for over 30 years. It manages over $13.5 billion in assets in screened and non-screened portfolios for over 400,000 shareholders. Read more about Calvert Group...

Community Sourced Capital

Neither crowdfunding nor a financial institution in the traditional sense, Community Sourced Capital (CSC) aims to build community through finance by enabling community members to provide needed capital to

Domini Social Investments

Domini is an investment firm specializing exclusively in socially responsible investing. The firm, founded in 1991, now manages more than $1.8 billion in assets for individual and institutional investors who wish to integrate social and environmental criteria into their investment decisions. Read more about Domini Social Investments...

Equity Trust

Equity Trust is a national non-profit organization committed to helping communities to gain ownership interests in their food, land, and housing and protect the affordability of these resources. Equity Trust makes low interest loans to projects that promote environmentally conscious, economically sustainable land use, benefit people with low incomes, serve public as well as private interests, and promote active participation in social justice. Read more about Equity Trust...

Green Century Funds

Founded in 1991, Green Century Funds focuses primarily on environmentally responsible investing. As of March 2006, it had $87.5 million in assets under management. Because of its non-profit ownership, 100% of the net profits are dedicated to further efforts to preserve and protect the environment - efforts that include: campaigning for the protection of clean air, clean water, and open space; filing lawsuits against companies that illegally pollute; and advocating for reduced use of toxic chemicals and reduced emissions of global warming gases. Read more about Green Century Funds...

Investors' Circle

The IC Network is comprised of angel investors, professional venture capitalists, foundations, family offices and others who are using private capital to promote the transition to a sustainable economy. Since 1992, Investors' Circle has facilitated the flow of over $130 million into over 200 companies and small funds. Read more about Investors' Circle...

Newground Social Investment

Founded in 1994, Newground Social Investment provides socially conscious money management, financial coaching, and shareholder advocacy consultation to individual, institutional, and not-for-profit clients. Read more about Newground Social Investment...

Pax World

Founded in 1971 by two Methodist peace activists, Pax World is the nation's oldest socially screened investment management firm in the country, which uses a combined strategy of screening, shareholder activism, and community investments. As of December 2005, it had more than $2 billion of assets under management. Read more about Pax World...

Portfolio 21 Investments

Since 1982, Portfolio 21 Investments has maintained a commitment to environmental and social investing by investing in companies dedicated to the same environmental goals. Portfolio 21 sees global warming as “climate destabilization” which indicates social and economic instability as well; the most promising long-term companies are those that are environmentally sustainable. With total asset funds surpassing $250 million, Portfolio 21 offers services in a global equity mutual fund, an institutional share class, and separate account portfolio management. Read more about Portfolio 21 Investments...

RSF Social Finance

RSF is a group of non-profit organizations that employs the following strategies: attracting and developing a community of philanthropists and socially-minded investors; putting donor and investor intentions to work through grants, loans, and investments in organizations that create environmental, social, and economic sustainability; and developing the capacity of individuals and organizations to explore the social implications of financial practices. In the past 15 years, assets under management have increased from $6,000 to over $100 million. Read more about RSF Social Finance...

Trillium Asset Managment

Founded in 1982, Trillium Asset Management manages investment portfolios for individuals and institutions, with an overall value of $1 billion as of 2007. Trillium pursues an integrated approach to socially responsible investing that includes screening, shareholder advocacy, proxy voting, community investing, and public policy involvement. Trillium is majority owned by its employees, who elect two members to the company's board of directors. Read more about Trillium Asset Managment...

Walden Asset Managment

Founded in 1975, Walden has grown to have $1.5 billion in assets under management as of 2006. Walden and its clients have been involved in shareholder engagement with companies through dialogue and shareholder resolutions as well as social screening of their portfolios. Many Walden clients also participate in community investing. Since 2004, Walden has been a division of Boston Trust & Investment Management Company, an employee-owned firm. Read more about Walden Asset Managment...

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...

Program Related Investments

Community Economic Development Assistance Corp.

The Community Economic Development Assistance Corporation (CEDAC) is a quasi-public intermediary that finances community development projects in low-income areas of metropolitan Boston. A 10-year, $1.5 million program-related investment from the Boston Foundation made in 2004 is expected to result in an additional 1125 units of housing for Greater Boston low-income individuals. Read more about Community Economic Development Assistance Corp....

George Gund Foundation, Program Related Investments

The George Gund Foundation, a private foundation dedicated to investment in Cleveland, is a leader among regional foundations in using program-related investments to leverage foundation assets in support of community wealth-building projects. The Foundation's first PRI was made in 1984 when $333,000 was loaned to the Famicos Foundation for construction of the Lexington Village Project, a 183 unit housing development in the Hough neighborhood of Cleveland. Since then, nearly 26 separate PRI transactions have been completed. Read more about George Gund Foundation, Program Related Investments...

Hope-Enterprise Corporation

Enterprise Corporation of the Delta provides financial services in Arkansas, Louisiana, Mississippi and the Greater Memphis area of Tennessee. Since 1994, ECD and its affiliate, Hope Community Credit Union, have generated over $1 billion in financing for small business, homebuyer and community development, and assisted more than 40,000 individuals in low-income communities throughout the Mid South. Read more about Hope-Enterprise Corporation...

ImpactAssets

Incubated by the Calvert Foundation and launched independently in 2009, ImpactAssets is a nonprofit financial services company striving to tackle global issues with equal regard for problem solving and profit. With the goal of achieving maximum environmental, social and financial impact, ImpactAssets also works to speed the adoption of impact investing by investors and philanthropists. To date, the nonprofit administers $60 million in assets, with a long-term goal of $1 billion in assets. Read more about ImpactAssets...

Opportunity Fund

Founded in 1993, Opportunity Fund (formerly Lenders for Community Development) has disbursed over $10 million to more than 3,800 savers through its Individual Development Account (IDA) program, the nation's largest. The group has also made over 600 loans worth over $8 million to support local microenterprise and has directed over $115 million in community investment into affordable housing and community facilities. Read more about Opportunity Fund...

Swan's Market

This effort involved a $20 million, 135,000 square-foot project that included affordable housing, renovation of an existing market (Swans Market), a neighboring shopping center (Jack London Gateway), and cultural facilities (including a museum). Led by the East Bay Asian Local Development Corporation, an Oakland CDC, it also received critical support from the Heron Foundation, which provided two PRI loans for a total of $600,000 to support the project. Read more about Swan's Market...

Community Development Corporations (CDCs)

Bedford-Stuyvesant Restoration Corporation

Bedford Stuyvesant Restoration Corporation, the nation's first community development corporation, partners with Central Brooklyn residents and business to foster economic self sufficiency, enhance family stability and growth, promote the arts and culture, and help the neighborhood develop into a safe, vibrant place to live, work and visit.   Since its establishment in 1967, the CDC has helped attract more than $500 million in investment, placed over 20,000 youth and adults in jobs, and helped construct or renovate 2,200 units of housing. Read more about Bedford-Stuyvesant Restoration Corporation...

BRIDGE Housing

BRIDGE Housing was originally founded to combat San Francisco's shortage of affordable housing. Since 1983, the organization has expanded its capabilities to include project financing, community outreach, planning, construction management, property maintenance, and asset management. To date, BRIDGE has successfully developed over 14,000 homes with an estimated market value of three billion dollars. Read more about BRIDGE Housing...

Impact Investing

Calvert Group

The Calvert Group, one of the pioneers of socially responsible investing, has been in the mutual fund business for over 30 years. It manages over $13.5 billion in assets in screened and non-screened portfolios for over 400,000 shareholders. Read more about Calvert Group...

Community Sourced Capital

Neither crowdfunding nor a financial institution in the traditional sense, Community Sourced Capital (CSC) aims to build community through finance by enabling community members to provide needed capital to

Domini Social Investments

Domini is an investment firm specializing exclusively in socially responsible investing. The firm, founded in 1991, now manages more than $1.8 billion in assets for individual and institutional investors who wish to integrate social and environmental criteria into their investment decisions. Read more about Domini Social Investments...

Equity Trust

Equity Trust is a national non-profit organization committed to helping communities to gain ownership interests in their food, land, and housing and protect the affordability of these resources. Equity Trust makes low interest loans to projects that promote environmentally conscious, economically sustainable land use, benefit people with low incomes, serve public as well as private interests, and promote active participation in social justice. Read more about Equity Trust...

Green Century Funds

Founded in 1991, Green Century Funds focuses primarily on environmentally responsible investing. As of March 2006, it had $87.5 million in assets under management. Because of its non-profit ownership, 100% of the net profits are dedicated to further efforts to preserve and protect the environment - efforts that include: campaigning for the protection of clean air, clean water, and open space; filing lawsuits against companies that illegally pollute; and advocating for reduced use of toxic chemicals and reduced emissions of global warming gases. Read more about Green Century Funds...

Investors' Circle

The IC Network is comprised of angel investors, professional venture capitalists, foundations, family offices and others who are using private capital to promote the transition to a sustainable economy. Since 1992, Investors' Circle has facilitated the flow of over $130 million into over 200 companies and small funds. Read more about Investors' Circle...

Newground Social Investment

Founded in 1994, Newground Social Investment provides socially conscious money management, financial coaching, and shareholder advocacy consultation to individual, institutional, and not-for-profit clients. Read more about Newground Social Investment...

Pax World

Founded in 1971 by two Methodist peace activists, Pax World is the nation's oldest socially screened investment management firm in the country, which uses a combined strategy of screening, shareholder activism, and community investments. As of December 2005, it had more than $2 billion of assets under management. Read more about Pax World...

Portfolio 21 Investments

Since 1982, Portfolio 21 Investments has maintained a commitment to environmental and social investing by investing in companies dedicated to the same environmental goals. Portfolio 21 sees global warming as “climate destabilization” which indicates social and economic instability as well; the most promising long-term companies are those that are environmentally sustainable. With total asset funds surpassing $250 million, Portfolio 21 offers services in a global equity mutual fund, an institutional share class, and separate account portfolio management. Read more about Portfolio 21 Investments...

RSF Social Finance

RSF is a group of non-profit organizations that employs the following strategies: attracting and developing a community of philanthropists and socially-minded investors; putting donor and investor intentions to work through grants, loans, and investments in organizations that create environmental, social, and economic sustainability; and developing the capacity of individuals and organizations to explore the social implications of financial practices. In the past 15 years, assets under management have increased from $6,000 to over $100 million. Read more about RSF Social Finance...

Trillium Asset Managment

Founded in 1982, Trillium Asset Management manages investment portfolios for individuals and institutions, with an overall value of $1 billion as of 2007. Trillium pursues an integrated approach to socially responsible investing that includes screening, shareholder advocacy, proxy voting, community investing, and public policy involvement. Trillium is majority owned by its employees, who elect two members to the company's board of directors. Read more about Trillium Asset Managment...

Walden Asset Managment

Founded in 1975, Walden has grown to have $1.5 billion in assets under management as of 2006. Walden and its clients have been involved in shareholder engagement with companies through dialogue and shareholder resolutions as well as social screening of their portfolios. Many Walden clients also participate in community investing. Since 2004, Walden has been a division of Boston Trust & Investment Management Company, an employee-owned firm. Read more about Walden Asset Managment...

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...

Program Related Investments

Community Economic Development Assistance Corp.

The Community Economic Development Assistance Corporation (CEDAC) is a quasi-public intermediary that finances community development projects in low-income areas of metropolitan Boston. A 10-year, $1.5 million program-related investment from the Boston Foundation made in 2004 is expected to result in an additional 1125 units of housing for Greater Boston low-income individuals. Read more about Community Economic Development Assistance Corp....

George Gund Foundation, Program Related Investments

The George Gund Foundation, a private foundation dedicated to investment in Cleveland, is a leader among regional foundations in using program-related investments to leverage foundation assets in support of community wealth-building projects. The Foundation's first PRI was made in 1984 when $333,000 was loaned to the Famicos Foundation for construction of the Lexington Village Project, a 183 unit housing development in the Hough neighborhood of Cleveland. Since then, nearly 26 separate PRI transactions have been completed. Read more about George Gund Foundation, Program Related Investments...

Hope-Enterprise Corporation

Enterprise Corporation of the Delta provides financial services in Arkansas, Louisiana, Mississippi and the Greater Memphis area of Tennessee. Since 1994, ECD and its affiliate, Hope Community Credit Union, have generated over $1 billion in financing for small business, homebuyer and community development, and assisted more than 40,000 individuals in low-income communities throughout the Mid South. Read more about Hope-Enterprise Corporation...

ImpactAssets

Incubated by the Calvert Foundation and launched independently in 2009, ImpactAssets is a nonprofit financial services company striving to tackle global issues with equal regard for problem solving and profit. With the goal of achieving maximum environmental, social and financial impact, ImpactAssets also works to speed the adoption of impact investing by investors and philanthropists. To date, the nonprofit administers $60 million in assets, with a long-term goal of $1 billion in assets. Read more about ImpactAssets...

Opportunity Fund

Founded in 1993, Opportunity Fund (formerly Lenders for Community Development) has disbursed over $10 million to more than 3,800 savers through its Individual Development Account (IDA) program, the nation's largest. The group has also made over 600 loans worth over $8 million to support local microenterprise and has directed over $115 million in community investment into affordable housing and community facilities. Read more about Opportunity Fund...

Swan's Market

This effort involved a $20 million, 135,000 square-foot project that included affordable housing, renovation of an existing market (Swans Market), a neighboring shopping center (Jack London Gateway), and cultural facilities (including a museum). Led by the East Bay Asian Local Development Corporation, an Oakland CDC, it also received critical support from the Heron Foundation, which provided two PRI loans for a total of $600,000 to support the project. Read more about Swan's Market...

Community Development Financial Institutions (CDFIs)

Low Income Investment Fund

Since the group's founding in the mid-1980s, LIIF has provided capital and technical assistance totaling $1.5 billion, which in turn leveraged an additional $6 billion, broadening economic opportunity for 1.7 million people. LIIF's investments helped to create 174,000 units of low income and special needs housing, 243,000 childcare spaces, and 72,000 educational facilities. Read more about Low Income Investment Fund...

Nonprofits Assistance Fund

Based in Minneapolis, the Nonprofits Assistance Fund aims to strengthen the community by investing capital and expertise into nonprofit organizations.  In fiscal year 2015, the CDFI provided over $16 million in working capital and facilities loans and 1,362 hours of financial technical assistance to a wide range of 501(c)(3) organizations operating across Minnesota and its neighboring communities.