Impact Investing

How we do the work

Photo: New Hope Village

Impact Management Framework

Building on the impact investing field’s emerging ABC framework for a continuum of impact.

Impact Investing Strategy

We seek investment opportunities to support impact themes that are important to the Foundation, including expanding opportunities for children and families, sustaining environmental systems, and strengthening developing communities. In doing so, we join other impact investors in advancing the UN Sustainable Development Goals, particularly the goals of Climate Action (SDG 13), Reduced Inequalities (SDG 10), Decent Work and Economic Growth (SDG 8), and Quality Education (SDG 4).

Asset Allocation

We invest across the full spectrum of asset classes

Fixed-income

Public equities

Cash or cash equivalents

Alternatives

Including private equity, venture capital, private debt, guarantees, real estate, and diversifiers.

While we target a portfolio return that supports the Foundation’s existence in perpetuity as a community partner, we structure selected highly impactful investments on flexible terms and may combine grant and investment resources to reinforce positive outcomes. In evaluating individual investment opportunities, the Foundation recognizes that asset classes have distinct attributes that can contribute to desired social impact.

As the Foundation moves from 86% to 100% alignment of assets invested for impact, we seek opportunities that optimize impact for the asset class while contributing to the Foundation’s overall financial return target of 6% plus CPI-U (https://www.bls.gov/news.release/cpi.t01.html. see right).

Example investments include women- and BIPOC-led (Black, Indigenous, and People of Color) venture capital funds that are dismantling barriers in access to growth capital for women, LGBTQ+, and BIPOC entrepreneurs at home and abroad, and long-term debt investments in local Community Development Financial Institutions (CDFIs, mission-driven funds) that enable those entities to provide affordable financing to local businesses, organizations, and households that otherwise lack access.

Impact Investing

Transforming investments into impactful solutions for a sustainable future

Impact Investing About Our Work

Impact Investing:
About Our Work

Impact Investing: Values

Impact Investing:
Values

Impact Investing: What we fund

Impact Investing:
What we fund

We acknowledge that we have significant work ahead to continue to align our investments with our values and make positive change with community.

Photo: New Hope Village