Entrepreneurs need financial capital to make their vision a reality. Some investors are willing to take prudent risks in exchange for the potential to make a large social impact. Philanthropic investors, institutions, government entities and individuals seek to leverage their grant investments. Together, social entrepreneurs and investors can help each other achieve a larger scale impact than working separately.
Long a leader in impact investing beginning with Prudential Social Investments, Susan is designing a social purpose fund for The Saint Paul Foundation. She has managed impact portfolios for diverse investors including the Ford Foundation, the City of St. Paul, and the Minneapolis Foundation.
Our graphic shows how impact investing fits within the spectrum of social impact and return.
The Short Guide to Impact Investing is a comprehensive yet accessible introduction to impact investing. It covers the what, why, where, and how of impact investing and includes several examples as well as a glossary of terms.
Rockefeller Foundation president Judith Rodin and Margot Brandenburg, two of the foremost experts in the field, explain what impact investing is, how it compares to philanthropy and traditional investments, where opportunities are evolving around the world, and how to get started. By sharing moving stories of impact investors and the exciting social enterprises benefiting from these investments, Rodin and Brandenburg offer a compelling resource for anyone interested in better understanding the power of impact investing—including retail investors, high-net-worth individuals, and heads of family offices, foundations, banks, and pension funds—while also offering experienced impact investors an opportunity to deepen their knowledge and benefit from the perspectives of other investors.
The Mission Investors Exchange has an extensive glossary of impact investing terms.
Susan Hammel joins Elaine Rasmussen, President & CEO of Social Impact Strategies Group to discuss structural racism in impact investing, how other communities can embark on mapping their own eco-system, as well as the untapped opportunities of corporate and unaccredited investors in the impact investing space.
The PRI Pulse is an ambitious research project undertaken by Venn Foundation to learn how Minnesota private foundations have historically used Program-Related Investments (PRIs) from 1998 to 2016.
Its goal was to put its fingers on the state’s PRI pulse and then report back the results, providing Minnesota’s philanthropic and impact investing communities with high-quality baseline statistics on how PRIs have been used in the past, right when many are discussing how best to utilize them in the future.
This guide combines Dr. Julia Balandina Jacquier’s 20 years of experience in investment management and input from over 40 wealthy families to create a set of guidelines for managing wealth for both profit and mission. The guide includes case studies, examples of successful funds, common mistakes, and concrete tools for implementing impact investing.
In this article, Dr. Julia Balandina Jacquier provides actionable advice for getting family members and trustees to buy into impact investing.
In this guide, Mission Investors Exchange breaks down numerous impact investing case studies in order to provide actionable advice for small staffed foundations.
This in depth article explains the distinction between Program Related Investments (PRI) and Mission Related Investments (MRI) in terms of requirements, taxes, and regulations.
“Cambridge Associates and the Global Impact Investing Network have collaborated to launch the Impact Investing Benchmark, the first comprehensive analysis of the financial performance of market rate private equity and venture capital impact investing funds. While the impact investing industry is in an early stage of development, it is poised for growth. One of the chief barriers to industry advancement remains a paucity of robust research on financial performance. Credible data on risk and return can help both existing and future impact investors better identify strategies that best suit their desired social, environmental, and financial criteria.”
Impact Investing 2.0 provides a synthesis of 12 case studies of highly successful impact investing funds from across the globe. The authors use the 12 case studies to look for reoccurring themes and shared attributes that lead the funds success. The study provides a wealth of insight into the workings of the funds as well as practical advice for other funds.
The GIIN offers specialized impact investment training for fund managers through a variety of courses that help fund managers build applied skills to successfully attract, deploy, and manage capital. A key program feature includes practical coursework that builds on real market data, case studies, and feedback from leading LPs, GPs, and advisors. The sessions are designed and delivered by experienced practitioners and specialized experts through a flexible format that allows participants to select a training that best suits their professional schedules and obligations.
“ImpactBase is the searchable, online database of impact investment funds and products designed for investors. Published fund or product profiles on ImpactBase gain exposure to the global impact investing community.”
Maximpact Ecosystems offers services, advice, and a deal listing platform for investors, intermediaries, and seekers of capital.
IRIS is a non profit organization that provides standardized metrics designed to measure the social, environmental and financial performance of an impact investment. IRIS’s services are a freely offered by the Global Impact Investing Network (GIIN) as part of its mission of increasing the scale and effectiveness of impact investing.