COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

The Evolving Impact Investing Landscape

In the not-too-distant past, what we now know as impact investing was pretty much confined to de-selecting “bad” publicly traded securities from portfolios and investing in securities that were selected because of factors deemed to be positive – board diversity, nascent social impact industries, and so on. Private impact investments were generally funded by individual …

Connecting Impact Investors and Companies

As impact (responsible) investing has become increasingly mainstream in the public markets - mutual funds, ETFs, 403(b) plans, and so on - a parallel market for private investment has naturally emerged. The number of channels and mechanisms for connecting financing with companies - platforms, as it were - is significant and looks at this point …