Impact Investing
Catalyzing 100% Of Our Balance Sheet
Overview
We activate 100% of our balance sheet for impact, investing in mission-aligned opportunities across multiple asset classes with a gender lens investment strategy that seeks to deliver strong risk-adjusted, market-rate financial returns because of its focus on social impact and not the lack thereof.
According to the IFC Jobs Study (2013), women-headed households were found to reinvest up to 90% of their income into their families, compared to 30-40% contributed by men. Another study by McKinsey (2015) found that if the labor force participation rate of women increased to match that of men by 2025, global GDP would increase by $28 trillion, or 26%. We believe women’s economic empowerment across all sectors is essential to building stronger economies and improving the quality of life for women, men, families and communities.
Our alternative investments are allocated among debt and equity managers of funds, fund-of-funds and in early-stage social ventures. Our traditional investments are allocated among debt and equity managers with robust, integrated diligence processes that analyze financial, environmental, social, and governance factors in publicly traded companies. In addition to parking our cash and equivalents with impactful institutions, we put our good financial standing to work as a loan guarantor to emerging market SMEs and microfinance institutions.
Our Impact Investments
Private Equity
Active Investments
Align is an independent and specialized impact advisor to families, foundations and their financial advisors.
Impact Global Education develops and delivers socially and environmentally-conscious educational experiences around the world.
MicroVest creates sustainable solutions to poverty by facilitating the flow of international private capital to low-income financial institutions.
Soko is an ethical fashion brand and mobile-enabled, distributed manufacturing platform for marginalized artisans.
Closed Loop Ventures deploys early-stage capital into companies developing breakthrough solutions for the circular economy.
Lumni finances university students through income share agreements so they can finish their studies.
NewGlobe supports national and state governments by creating powerful technology-enabled education systems.
Unleesh provides software and services to prepare employees for the future.
Good Capital seeks to accelerate the flow of capital to enterprises that create innovative, market-based solutions to inequality and poverty.
Maiyet forges partnerships with artisans that promote self-sufficiency and entrepreneurship in developing economies.
Sarona invests growth capital in emerging market private equity funds and companies that benefit local communities and the environment.
WWB Capital Partners deploys a gender lens investing strategy targeting women-focused financial institutions in emerging markets.
Private Debt
Active Investments
Advance Global Capital is a financial services company connecting SMEs with working capital.
The Maharishi Institute is developing a new generation of leaders for South Africa.
Align is an independent and specialized impact advisor to families, foundations and their financial advisors.
MicroVest creates sustainable solutions to poverty by facilitating the flow of international private capital to low-income financial institutions.
ImpactAssets provides products and educational resources to support individuals and advisors looking to engage in impact investing.
Matured Investments
All Across Africa creates market-driven employment opportunities to improve and empower the lives of rural and poor people across Africa.
The Katalysis Bootstrap Fund fights poverty in Central America by supporting microfinance activities.
FINCA seeks to alleviate poverty through lasting solutions that help people build assets, create jobs and raise their standard of living.
MissionHub connects innovators to the resources they need to accelerate positive impact in the world.
The EBCF Good Deeds program finds and fixes up foreclosed homes so local families can buy them at a fair price and keep them for good.
Soko is an ethical fashion brand and mobile-enabled, distributed manufacturing platform for marginalized artisans.
Hybrid Funds
Active Investments
GBF grows viable businesses that generate sustainable earnings or savings for people with low incomes in Africa, Asia, and Latin America.
MicroVest creates sustainable solutions to poverty by facilitating the flow of international private capital to low-income financial institutions.
Matured Investments
DWM makes socially positive investments in order to promote sustainable economic and social development on a global scale.
Public Equity
Active Investments
Aperio creates tax efficient index portfolios and socially screened portfolios that deliver performance comparable to their benchmarks.
ClearBridge is a global equity manager committed to delivering long-term results through active management.
Trillium integrates ESG factors into the investment process to identify the companies best positioned to deliver strong long-term performance.
Boston Common provides thoughtfully constructed portfolios of companies that can contribute to and benefit from sustainable global growth.
Nuveen believes responsible investing drives better outcomes for investors, our communities and the planet.
Calvert believes making informed investment decisions requires taking a company’s holistic risk and opportunity profile into account – something that’s impossible to do without a deep understanding of relevant ESG factors.
Nia invests at the intersection of social justice and environmental sustainability, building a portfolio of forward-thinking companies poised to play a key role in our transition to an inclusive, just, and sustainable economy.
Cash
Active Investments
Beneficial builds prosperity in its communities through beneficial banking services delivered in an economically and environmentally sustainable manner.
FICA for Impact seeks to safely generate a competitive yield on cash balances while maintaining high levels of FDIC insurance and leveraging the community banking system to drive small business lending and community reinvestment in all 50 states.
Guarantees
Active Investments
MCE mobilizes capital to generate economic opportunities for people in the developing world.
Matured Investments
Beneficial builds prosperity in its communities through beneficial banking services delivered in an economically and environmentally sustainable manner.
Advisors
Active Investments
Align is an independent and specialized impact advisor to families, foundations and their financial advisors.
Administration
Active Investments
ImpactAssets provides products and educational resources to support individuals and advisors looking to engage in impact investing.