Mission Investors Exchange

Sharing ideas. Driving philanthropic impact.

Header Menu

User menu

Featured Resource

Peter Broffman, Encore Fellow, Mission Investors Exchange -- How and why are companies in the financial services industry different when it comes to mission investing? Why have they taken the lead in adopting mission investing, while other companies and their foundations have been slow to incorporate it into their social impact portfolios? The corporate foundations of banks and other financial services companies are different than most other corporate foundations in two key ways that explain their willingness and ability to engage in mission investing.

What's New in Mission Investing

  • April 10, 2014 - Surdna’s second PRI from the fund is a loan of $750,000 to RSF Social Finance to capitalize a loan program to supply lines of credit and loans to help food hubs provide healthy food profitably to new markets, including underserved communities.
  • April 8, 2014 - Meyer Memorial Trust (MMT) is entering the next phase of mission related investing with the announcement of Invest Oregon, an initiative to further align the foundation’s mission and investment strategy. Invest Oregon will redirect a portion of MMT’s approximately $800 million corpus to investments in Oregon and Southwest Washington. MMT has selected Threshold Group, a Pacific Northwest‐based investment advisory firm, as a partner in researching place‐based investment opportunities with the greatest potential for social, environmental, and regional economic impact.