While environmental and governance factors in ESG investing are well-defined, the magnitude of social factors can leave foundations unsure of where to focus their efforts. Join us for guidance on how to address and measure social factors in your portfolio. We’ll touch on subjects such as equity and inclusion, access to quality employment, community investment strategies, and human rights considerations, among others.
Learning Objectives:
- Articulate an investment mission statement for your foundation that incorporates specific social goals
- Create a blueprint for implementing these goals into your foundation’s portfolio
- Understand key elements to evaluating impact and measuring progress toward these goal