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What is Mission Investing?
The illustration is a rendering of The F. B. Heron Foundation's Mission-Related Investment Continuum.
Mission investments are made by foundations and other mission-based organizations to further their philanthropic goals. Mission investments (like impact investments) include any type of investment that is intended and designed to generate both a measurable social or environmental benefit and a financial return. Mission investments include:
- Mission-related investments (MRIs) that are expected to generate a market-rate financial return on investment comparable to an ordinary investment of a similar type and risk profile. They are designed to have a positive impact while contributing to the foundation’s long-term financial stability and growth.
- Program-related investments (PRIs) or other concessionary (below-market rate) investments that are primarily made to achieve programmatic rather than financial objectives.
*Impact investments are investments made by any type of investor with the intention of generating both a measureable social or environment benefit along with a financial return. Impact investors include, but are not limited to individuals, foundations, institutions and funds. Impact investing is sometimes used to describe any investment that considers environmental, social and governance (ESG) factors, as well as shareholder advocacy and/or screening.
Learn more here.
Published with Mission Investors Exchange
On a Mission: Investing for US Health Impact in 2014 provides an overview of mission investing in domestic health in 2014: participating organizations, areas of investment, dollars invested, profit status of investees, and most commonly used investment vehicles. The survey was not comprehensive of all mission investors, but it was intended to encourage participation in on-going data-gathering efforts. Participating organizations included foundations and other social investors that have a domestic health impact focus. Key findings:
The survey identified 16 organizations that made health impact investments in 2014 totalling more than $120 million.
Debt was the most commonly used investment vehicle (68% of all investments), although nearly half of respondents used multiple investment vehicles to support their investees.
Respondents invested across a range of health areas. More than two-thirds (69%) made investments in the care delivery system, 57% invested in social determinants of health, and 44% made investments in health and wellness.
More respondents invested in nonprofit groups than in for-profit organizations. These non-profit investments represented 66% of total investment dollars.
Read the entire report here.
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