This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Christa Velasquez, University of Chicago So much time and effort is focused on getting an impact investment closed and... Read More
This post originally appeared on Arabella Advisors’ blog. Nobody knows when the next recession will arrive or how bad it will be. But there are plenty of signals that experts point to that can make investors cautious or nervous. Regardless of when the next economic downturn does arrive, foundations and nonprofit asset owners can—and should—play a... Read More
It is a risky proposition to take issue with any advice offered by Warren Buffett. Recently Marc Gunther, a notable philanthropy and sustainability reporter, wrote an article entitled Warren Buffett Has Some Excellent Advice For Foundations That They Probably Won’t Take. In the article, Mr. Gunther quotes part of the renowned investor’s annual letter: “When... Read More
Social justice refers to everyone in society having equal access to the social determinants of health including economic stability; education access and quality; health care access and quality; neighborhood and built environment; and social and community content. For investors, a widening income inequality gap can change risk and return expectations across investment opportunities and may... Read More
Investors’ Circle (IC), an Exponent Philanthropy Professional Partner, is the world’s largest and most active impact investing network and has invested over $200 million into more than 330 enterprises dedicated to improving the environment, education, health, and community. The organization was founded in 1992 by a group of successful social entrepreneurs who shared a desire... Read More
An investment policy statement (IPS) is the starting point and bedrock of a foundation’s investment strategy. It constitutes a road map for how the foundation plans to achieve and support its stated mission and giving goals through its investment strategy. A foundation’s IPS is a guiding force for the organization, so in the beginning, expect... Read More