Impact Investing Institute’s Post

We loved working with Impact Investing Institute to incorporate Diversity, Equity and Inclusion (DEI) considerations into the "endowments with impact" project! Thanks to the amazing team at III especially Sophia O. Sarah Teacher Bella Landymore Lizzy Robins, and to Yu-Shan Chiu for leading the project. Read our blogs below to find out more (special thanks to Daniel Amewor for your comms magic!) The Social Investment Consultancy (TSIC) #dei #impactinvesting #endowments

In 2021, the 300 largest foundations in the UK gave away a record £3.7 billion to charities and individuals in need. That money had a huge impact on the world. But what of the other £87bn of assets that those foundations controlled through their charitable endowments? What impact did those assets have? And more importantly, what impact could they have had? Today, we are launching our newest guide “Evolving your endowment: Driving change through impact investing”, which provides practical guidance for charitable foundations that want to invest the assets in their main endowment with impact.   Drawing deeply on existing best practices, case studies, and real-world experience of charitable foundations that have successfully adopted an impact approach, the guide provides practical steps, information and resources on how to do the following:      ✅ Laying the groundwork and setting an impact strategy including internal resourcing, creating a theory of change, and different models to transition your portfolio. ✅ Codifying your goals and approach through impact-enabling investment policy statement. ✅ Choosing the right partners to work with and foster productive and trusting relationships with your advisers and managers. ✅ Exploring peer networks, impact organisations and educational resources to help inform, support, and inspire you and your organisation on your impact journey.    This unique resource is designed to support and inspire charitable foundations that want to deliver positive change in the world beyond their grant-making.  It is part of the Impact Investing Institute’s endowments with impact programme (https://bit.ly/3v5Gv1n), which provides tailored support, practical tools, and guidance to enable charitable foundations and other endowed bodies to invest their endowment for positive social and environmental impact alongside a financial return.   Download the full guide here: https://lnkd.in/dyGZ4ctg    Thank you to the Esmée Fairbairn Foundation for their generous support of this work. Do reach out to us for your feedback on the guide or get in touch with Sophia O. or Sarah Teacher who are leading this work. #impactinvesting #endowments #foundations

So important it bears sharing again. This is literally about actively aligning capital designated for good with mission and purpose, by ensuring invested capital has a positive impact (and not just grant capital). All out into a guide, for fully socially-conscious Foundations to act from. Please re-share. It bears it. The Impact Investing Institute produces excellent, clear, actionable guides. It's unsurprising that the Esmée Fairbairn Foundation had the generosity to fund it. #generosity #sharedsociety #wealthforpurpose

Imagine what would happen if £87bn was invested for impact?? In 2021, the 300 largest foundations in the UK gave away a record £3.7 billion to charities and individuals in need. That money had a huge impact on the world. But what of the other £87bn of assets that those foundations controlled through their charitable endowments? What impact did those assets have? And more importantly, what impact could they have had? Thank you Impact Investing Institute for highlighting this important question

In 2021, the 300 largest foundations in the UK gave away a record £3.7 billion to charities and individuals in need. That money had a huge impact on the world. But what of the other £87bn of assets that those foundations controlled through their charitable endowments? What impact did those assets have? And more importantly, what impact could they have had? As part of our brand new guide "Evolving your endowment: Driving change through impact investing” (https://lnkd.in/dyGZ4ctg) - a unique resource for charitable foundations that want to invest the assets in their main endowment with impact - we have held in-depth interviews with foundations and investment advisors who are supporting them. We talked to both senior executives at foundations of all sizes and their advisors about their practical experience of how to set up an impact investing strategy and deliver it. Find out how they think about impact and the responsibility of managing a charitable endowment: https://lnkd.in/eRVSxN3k #foundations #impactinvesting #endowments #resources

In 2021, the 300 largest foundations in the UK gave away a record £3.7 billion to charities and individuals in need. That money had a huge impact on the world. But what of the other £87bn of assets that those foundations controlled through their charitable endowments? What impact did those assets have? And more importantly, what impact could they have had? As part of our guide "Evolving your endowment: Driving change through impact investing” (https://lnkd.in/dyGZ4ctg) - a unique resource for charitable foundations that want to invest the assets in their main endowment with impact - we have held in-depth interviews with foundations and investment advisors who are supporting them. We talked to both senior executives at foundations of all sizes and their advisors about their practical experience of how to set up an impact investing strategy and deliver it. Find out how they think about impact and the responsibility of managing a charitable endowment: https://lnkd.in/eRVSxN3k #foundations #impactinvesting #endowments #resources

Don't we all love an 'untapped' opportunity? If foundations all over the world started to deploy impact investing in their mainstream investment approach, it could unlock billions globally to address the world’s most pressing challenges. Great to see the Impact Investing Institute's guide for foundations wanting to align their investable assets for impact (published with support from the Esmée Fairbairn Foundation) - see report below. "Directing just 5% more of the top 300 UK charitable foundations’ investable assets towards pressing social and environmental challenges would represent a £4.35bn increase in capital targeting impact." Some great examples of foundations aligning their investments with their mission also - see link to case studies below.

The best way to drive impact through your Endowment is to supply money to enterprise for its use, for a purpose, for a time, at a cost and on terms through negotiated agreements on equity paybacks to a fiduciary cost of money, plus opportunistic upside, from enterprise cash flows prioritized for suitability, longevity and fairness across all six vectors of enterprise cash flows: fairness to suppliers (Fair Trade); fairness to communities (Fair Engagement); fairness to Nature and Society (Fair Reckoning); fairness to workers (Fair Working); fairness to customers and competitors (Fair Dealing); and fairness to the savers whose savings are the ultimate and original source of the money supplied to enterprise by its financiers, fiduciary or otherwise (Fair Sharing). Deploying philanthropy money through Private Ownership Equity divides your loyalties between your MISSIOn and the selling price for the equity that you own. Deploying philanthropy money through Social Stewardship Equity (as above) unites your MISSION and your MONEY.

In 2021, the 300 largest foundations in the UK gave away a record £3.7 billion to charities and individuals in need. That money had a huge impact on the world. But what of the other £87bn of assets that those foundations controlled through their charitable endowments? What impact did those assets have? And more importantly, what impact could they have had? As part of our brand new guide "Evolving your endowment: Driving change through impact investing” (https://lnkd.in/dyGZ4ctg) - a unique resource for charitable foundations that want to invest the assets in their main endowment with impact - we have held in-depth interviews with foundations and investment advisors who are supporting them. We talked to both senior executives at foundations of all sizes and their advisors about their practical experience of how to set up an impact investing strategy and deliver it. Find out how they think about impact and the responsibility of managing a charitable endowment: https://lnkd.in/eRVSxN3k #foundations #impactinvesting #endowments #resources

What does impact investing look like in practice? The Impact Investing Institute helps answer this with its bank of case studies containing real-life examples of impact investments across asset classes and geographies. We're thrilled to have been involved in the Endowments case study. In the study, our Head of Charities, Carli Baldasare, and Suzannah O'Brien, Managing Director of The Bishop Radford Trust, discuss our process for investing their endowment and how we manage it for impact. This conversational piece is great for those who understand the "why" of impact investing, but aren't quite sure about the "how". Read it in full here: https://lnkd.in/e5di8PDc #impactinvesting #endowments