KL Felicitas Investment Policy Statement
The KL Felicitas Foundation pursues two broad investment types in its portfolio:
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Impact First investments seek to optimize social or environmental returns and may accept a range of financial returns, from simply principal to market-rate. Impact first investments can accept lower rates of financial return in order to seed new, higher-risk investments that can generate sizeable social or environmental returns.
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Financial First Investments seek to optimize financial returns that simultaneously yield some social or environmental good.
View their investment policy statement to explore how their strategy is applies in practice and operations. The 2018 version is attached here, but you can find the most recent policy statement on their website.
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