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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
For experienced impact investors and newbies alike, the Guide demonstrates the wide breadth of approaches and purposes that impact investing programs accommodate. Just as importantly, it provides actionable advice and insights that foundations can use to build or enhance their impact investing efforts. The Guide includes 21 case examples featuring investments made by small-staffed foundations.
Small-staffed foundations can use the Guide as a resource to revisit current investment strategies or create new ones, to inspire board members to amplify its reach, to encourage others to co-invest with them, and more. Impact investing is a high-impact, big-play intervention: This Guide shows how foundations of all sizes can now tap into the resources, expertise, and capacity they need to become successful and skilled impact investors.
Explore the Guide here.
Browse Mission Investors Exchange-published resources here.
- Mission Investing Mondays is out! https://t.co/XwyL4jJlBB Stories via #impinv @JohnArnoldFndtn @IAimpactassets @2SmallToFail — November 16, 2015
- Webinar today w/MIE @exponentphil @arabellaadvisor: 11am PT/2pm ET Why Foundations of All Sizes Engage in #impinv https://t.co/g8ooO8JrHg — November 12, 2015
- RT @arabellaadvisor: Webinar TODAY 2pm ET: Why Foundations of All Sizes Engage in Impact Investing https://t.co/C7GjNlccVk @exponentphil @MissionInvest — November 12, 2015
- Mission Investing Mondays is out! https://t.co/GxBI3i4M0H Stories via #impinv @FCSanFrancisco @northwesthealth @EmbreyFdn — November 9, 2015
- .@POTUS memo aimed to propel more #conservation investing. #impinv https://t.co/IEkY1KResa — November 3, 2015