Impact Investing

activating 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 that elevating the role of women 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

Color Key:

Public Debt

Breckinridge seeks to maximize risk-adjusted returns through a portfolio of sustainable fixed income securities.

CCM invests in high credit quality fixed income securities whose proceeds are designed to positively impact communities throughout the United States.

Private Debt

All Across Africa reates market-driven employment opportunities to improve and empower the lives of rural and poor people across Africa.

Advance Global Capital is a financial services company connecting SMEs with working capital.

FINCA seeks to alleviate poverty through lasting solutions that help people build assets, create jobs and raise their standard of living.

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.

ImpactAssets provides products and educational resources to support individuals and advisors looking to engage in impact investing.

The Katalysis Bootstrap Fund fights poverty in Central America by supporting microfinance activities.

Lumni finances university students through income share agreements so they can finish their studies.

The Maharishi Institute is developing a new generation of leaders for South Africa.

MicroVest creates sustainable solutions to poverty by facilitating the flow of international private capital to low-income financial institutions.

MissionHub connects innovators to the resources they need to accelerate positive impact in the world.

Soko is an ethical fashion brand and mobile-enabled, distributed manufacturing platform for marginalized artisans.

ThinkImpact provides experiential education programs that catalyze social innovation and entrepreneurship.

Waste Ventures India’s is moving India’s solid waste sector to models that are simultaneously environmentally and financially sustainable.

Public Equity

Aperio creates tax efficient index portfolios and socially screened portfolios that deliver performance comparable to their benchmarks.

Boston Common provides thoughtfully constructed portfolios of companies that can contribute to and benefit from sustainable global growth.

Everence incorporates faith and values with decisions about money.

Green Alpha capitalizes on the economic and technological transition to sustainability.

High Impact invests in companies with good day-to-day social practices promoting high impact solutions associated with water and energy usage.

Jantz invests in companies that fit with your social conscience and deliver superior total returns at an acceptable level of volatility.

PAX combines rigorous ESG analysis with rigorous financial analysis to construct and manage investment portfolios.

Progressive Asset Management uses ownership in public companies as a powerful vehicle to create positive economic, social and environmental change.

Trillium integrates ESG factors into the investment process to identify the companies best positioned to deliver strong long-term performance.

Private Equity

Align is an independent and specialized impact advisor to families, foundations and their financial advisors.

Bridge International Academies seeks to provide every child with the chance to have a high-quality primary education.

Good Capital seeks to accelerate the flow of capital to enterprises that create innovative, market-based solutions to inequality and poverty.

Lumni finances university students through income share agreements so they can finish their studies.

Maiyet forges partnerships with artisans that promote self-sufficiency and entrepreneurship in developing economies.

MicroVest creates sustainable solutions to poverty by facilitating the flow of international private capital to low-income financial institutions.

Sarona invests growth capital in emerging market private equity funds and companies that benefit local communities and the environment.

Soko is an ethical fashion brand and mobile-enabled, distributed manufacturing platform for marginalized artisans.

ThinkImpact provides experiential education programs that catalyze social innovation and entrepreneurship.

Unleesh provides software and services to prepare employees for the future.

WWB Capital Partners deploys a gender lens investing strategy targeting women-focused financial institutions in emerging markets.

Hybrid Funds

DWM makes socially positive investments in order to promote sustainable economic and social development on a global scale.

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.

Cash

Beneficial builds prosperity in its communities through beneficial banking services delivered in an economically and environmentally sustainable manner.

Guarantees

Beneficial builds prosperity in its communities through beneficial banking services delivered in an economically and environmentally sustainable manner.

MCE mobilizes capital to generate economic opportunities for people in the developing world.

Advisors

First Affirmative aligns investment decision-making with personal values and institutional missions.

US Trust incorporates investing in companies, organizations and funds with the intention of creating not only profit but also environmental and social impact.