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Meyer Memorial Trust Mission Investing Case Study - Harvard Kennedy School
By Lisa Hagerman, Tuesday July 20th
A case study by eight students at the Harvard Kennedy School is a fascinating read for staff at foundations considering becoming mission investors. The case study, $650 Million Ain't What It Used To Be: The Meyer Memorial Trust Considers Mission Related Investing, chronicles Meyer Memorial Trust's move to mission-related investing. Meyer Memorial Trust uses a strategy to prioritize its investments in relation to its mission and values - starting from the "bull's eye" of finding investments with direct environmental, social, or economic impact within the state of Oregon, to investments that do not run contrary to its mission or cause direct harm. A mission investing strategy and policy statement is the roadmap for a foundation's mission investing practice depending on what is most appropriate for the foundation's unique culture and mission. More for Mission continually updates its website to add new examples of foundation mission investing policy statements.
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