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Mission-related investment


A call to foundations: divest now from fossil fuels

Ellen Dorsey, Sian Ferguson and Clara Vondrich 7 June 2016

Climate change amplifies virtually every global challenge – war, migration, drought, disease, food insecurity and poverty. It will transform the arts, culture and education, and shape human progress. Philanthropy faces a historic moment where we …

Philanthropy’s role in mobilizing green finance

Mark Campanale and Iancu Daramus 7 June 2016

While a diplomatic triumph, the Paris Agreement must overcome major challenges in its implementation. With the International Energy Agency estimating $15 trillion of investments required to meet the targets agreed, the philanthropic sector can play …

Are most foundations in breach of their fiduciary duty? Interview with Clara Miller and Toni Johnson

Charles Keidan 7 June 2016

Most people think of foundations as institutions which dispense funds for public benefit. But, in reality, foundations are more like low-risk investment companies that channel a small percentage of their assets into philanthropy. That’s the …

The long march towards responsible money

Matthieu Calame 1 December 2015

The majority of philanthropy institutions fulfil the SDGs through their grants. What about the rest of their metabolism? What is the global impact of PIs? If you consider a single PI – for instance our …

Exponent Philanthropy: New guide to impact investing for small‑staffed foundations

Exponent Philanthropy 1 December 2015

A new resource is now available to help small-staffed foundations better understand how to harness the massive potential of impact investing. Essentials of Impact Investing: A guide for small-staffed foundations was released this autumn by …

WINGS: Measuring social value and impact

WINGS 1 December 2015

Impact assessment, social return on investment (SROI) and evaluation were identified by WINGS members and partners as top trends in the philanthropy world. There is increasing recognition that we need better ways to account for …

Why should we invest in India’s daughters?

Dasra and Shrikant Ayyangar 23 March 2015

The recent documentary by Leslee Udwin, India’s Daughter, not only highlighted the miserable situation of women but also exposed the heavy influence of patriarchy and regressive gender bias in India. As per a poll by …

It’s the wrong answer

James Brooke Turner 1 June 2013

Buzz Schmidt and Clara Miller’s article about the F B Heron Foundation’s approach to mission investing requires support, both for what it says and also to push it further. They explain their frustration with the …

Why foundations should be responsible investors

Jackie Turpin 1 June 2013

I very much welcomed Catherine Howarth’s article on ‘why foundations should be shareholder activists’ (Alliance, March 2013). The Joseph Rowntree Charitable Trust, a Quaker foundation, would probably regard itself as having been a responsible investor …

It’s the wrong question!

Buzz Schmidt and Clara Miller 1 March 2013

‘How much is your financial return discounted by your mission investment strategy?’ We cannot tell you how many times we have heard that question. You might say we ask for it. The F B Heron …