Webinar Slides: Terms and Inherent Risks of Retirement Plan Investments
EPIP Mission Related Investments webinar
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Transcript of EPIP Mission Related Investments webinar
U.S. private foundations total giving (2013)
$52 billion
U.S. private foundations total assets
$715 billion
JP Morgan projection for 5-10 years
! Mission-related investing (MRI) Mission-driven investing
! Program-related investing (PRI) ! Responsible investing ! Impact investing ! Environmental, Social, and Governance
factors (ESG) ! Triple bottom line ! CSR
Social Issues
Asset Classes Cataly&c Capital (Grants, First-‐Loss, and Guarantees)
Cash Fixed Income Private Equity / Venture
Public Equity Real Assets
Community Development
Idea Village Amalgamated Bank
Impact America Fund
Domini Social Investments
Affordable Housing
Racial and gender equity
Liberty Bank (CDFI)
Calvert WIN-‐WIN IniEaEve
South Africa Divestments
Small Business Finance
Frogtek BOC Capital
Health and Wellness
Global Health Investment Fund
California FreshWorks Fund
Happy Family
EducaEon New Schools Venture Fund
Utah High Quality Preschool (Social Impact Bond)
Bridge InternaEonal Academies
Charter School Financing
Financial Inclusion / CooperaEves
The Working World
Beneficial State Bank (CDFI)
Opportunity Fund
EssenEal Products Pigeon.ly
Renewable Energy and Climate Change
Divest-‐Invest Movement
Sustainable Resources and Agriculture
Natural Capital Investment Fund (CDFI)
Iroquois Valley Farms
! Active ownership ! Screening – positive and negative ! Coops and employee ownership ! Manager recruitment and engagement
! Mission Investors Exchange ! Confluence Philanthropy ! Initiative for Responsible Investment at Harvard ! Council on Foundations ! The Global Impact Investing Network
! Rockefeller Philanthropy Advisors Mission-related Investing policy and implementation guide
! National Committee on Responsive Philanthropy Quarterly Journal issue on Mission Investing
! W.K. Kellogg Foundation Mission-Driven Investing case study
! Case Foundation A Short Guide to Impact Investing
! Handbook on Responsible Investment Across Asset Classes