Selected Readings
Click on the links below for a brief description, citation information and external links to each publication.
Reports and Primers
- June 2010 - Educational Endowments and the Financial Crisis: Social Costs and Systemic Risks in the Shadow Banking System
- April 2010 - The State of Community/Mission Investment of Canadian Foundations
- March 2010 - Investing for Impact - The Parthenon Group, Bridges Ventures, GIIN
- January 2010 - Local Foods: A Guide for Investors and Philanthropists - California Environmental Associates
- November 2009 - High Impact Giving Opportunities - Arabella Philanthropic Investment Advisors
- November 2009 - Solutions for Impact Investors: From Strategy to Implementation - Rockefeller Philanthropy Advisors
- October 2009 - Community Investing: Opportunities Across Asset Classes - Evaluation Associates
- Fall 2009 - Achieving Philanthropic Intent with Less - Springbanc Social Capital Advisors
- September 2009 - After the Credit Crisis: The Future of Sustainable Investing - Nick Robins, Cary Krosinsky & Stephen Viederman
- September 2009 - Education and Training on Responsible Investing for Canadian Foundations and Endowments: An Inventory and Needs Analysis
- August 2009 - Could Better Measurement of Social and Environmental Outcomes Entice More Institutional Investment Capital into Underserved Communities? - Federal Reserve Bank of San Francisco
- July 2009 - Green Fixed Income Investing - Community Capital Management
- June 2009 - Giving in a Recession: Tough Times Call for Smart Giving - Institute for Philanthropy
- May 2009 - The Value of Environmental, Social and Governance Factors for Foundation Investments - EIRIS
- Mission Investing for Small Foundations - Association of Small Foundations
- Spring 2009 - More for Mission Newsletter - More for Mission Campaign Resource Center
- April 2009 - Equity Advancing Equity - GPS Capital Partners
- April 2009 - Community Investing: Toolkit for the Faith Community - Social Investment Forum
- April 2009 - Handbook on Climate-Related Investing across Asset Classes - Boston College Institute for Responsible Investment
- March 2009 - 2009 Proxy Season Preview - As You Sow and Rockefeller Philanthropy Advisors
- January 2009 - Responsible Property Investing and Property Management: Exploring the Impacts of Good Labour Practices on Property Performance - SHARE
- January 2009 - Investing for Social and Environmental Impact - Monitor Institute
- December 2008 - Small Foundations: How to Investing in Microfinance - Social Enterprise Associates
- November 2008 - Fiduciary Duty - chapter from Sustainable Investing: The Art of Long Term Performance
- November 2008 - Social Investment Pilots, Action Research Final Report - UK Cabinet Office, Office of the Third Sector
- November 2008 - Handbook on Responsible Investment Across Asset Classes - Boston College Institute for Responsible Investment
- October 2008 - Guides to the Law of Mission Investing for U.S. Foundations - FSG Social Impact Advisors
- September 2008 - Investing for Impact - Environmental Grantmakers Association
- Fall 2008 - Mobilizing Assets, Multiplying Impact: Fully Leveraging Philanthropic Capital for Environmental Change - Harvard University and the Center for Social Philanthropy
- July 2008 - Green Investment Strategy Report - New York Community Trust
- May 2008 - Mission Possible: Emerging Opportunities for mission-connected investment - new economies foundation (nef)
- March 2008 - Philanthropy's new passing gear: Mission-Related Investing: A Policy and Implementation Guide for Foundation Trustees - Godeke Consulting and Rockefeller Philanthropy Advisors
- February 2008 - Mission-Related Investing: Building a Portfolio - Equilibrium Capital Group, LLC
- December 2007 - Expanding Philanthropy: Mission-Related Investing at the F.B. Heron Foundation - Southern New Hampshire University, School of Community Economic Development
- November 2007 - Aggregating Impact: A Funder's Guide to Mission Investment Opportunities - FSG Social Impact Advisors
- Fall 2007 - The Power of Strategic Mission Investing - FSG Social Impact Advisors
- June 2007 - A History of the Emerging Domestic Markets - Center for Emerging Domestic Markets of the Milken Institute
- April 2007 - The Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions - Social Investment Forum
- March 2007 - Compounding Impact: Mission Investing by US Foundations - FSG Social Impact Advisors
- 2007 - Mission Stewardship: Aligning programs, investments, and administration to achieve impact - F.B. Heron Foundation
- 2007 - Mission-Related Investing for Foundations and Non-Profit Organizations: Practical tools for mission/investment integration - Trillium Asset Management
- 2007 - Investing in Clean Energy and Technology - Cambridge Associates, LLC
- October 2006 - The Responsible Investment Approaches of Common Investment Funds: A Guide for Charity Trustees - EIRIS/UKSIF Charity Project
- September 2006 - Responsible Investment Approaches to Non-Equity Investments: An Introduction for Charity Trustees - EIRIS/UKSIF Charity Project
- September 2006 - PRIME Toolkit: Primer for Responsible Investment Management of Endowments - Eurosif and the Bellagio Forum
- 2006 - At-A-Glance: Deployment and Allocation of Assets Within the Mission-Related Investing Program - F.B.Heron Foundation
- 2006 - Program-Related Investing: Skills and Strategies for PRI Funders - GrantCraft
- October 2005 - A Legal Framework for the Integration of Environmental, Social, and Governance Issues into Institutional Investment - UNEP FI and Freshfields Bruckhaus Deringer.
- August 2005 - A Climate for Change: A trustee's guide to understanding and addressing climate risk - Mercer
- 2005 - Investing Responsibly: A Practical Introduction for Charity Trustees - NCVO, EIRIS, and UKSIF
- June 2004 - The Investor's Toolkit - Jed Emerson, Timothy Freundlich, and Shari Berenbach
- April 2004 - Total Foundation Asset Management: Exploring Elements of Engagement Within Philanthropic Practice - Jed Emerson
- April 2004 - The 21st Century Foundation: Building Upon the Past, Creating for the Future - Jed Emerson
- 2004 - Unlocking the Power of the Proxy: How Active Foundation Proxy Voting Can Protect Endowments and Boost Philanthropic Missions - Rockefeller Philanthropy Advisors and the As You Sow Foundation
- Summer 2003 - Where Money Meets Mission Breaking Down the Firewall Between Foundation Investments and Programming - Jed Emerson
- 2003 - New Frontiers in Mission-Related Investments - F.B. Heron Foundation
- 2003 - Mission Related Investing: A Workshop for Foundations - Investors' Circle
Articles
- May 2010 - Mission Investing--even when assets are down - Washington Grantmakers Association
- April 2010 - With Impact Investing, a Focus on More Than Returns - NYTimes
- February 2010 - Antony Bugg-Levine, Managing Director, Harnessing the Power of Impact Investing, Rockefeller Foundation - PND
- February 2010 - More for Mission - Impact Investor
- February 2010 - Social Investing Gathers Momentum - BusinessWeek
- December 2009 - Prescription for Healthy Communities: Community Development Finance - Community Development Investment Review
- December 2009 - Performance of Social Investment Forum Mutual Funds - Social Investment Forum
- December 2009 - State Street Global Advisors Launches US Community Investing Index Strategy
- November 2009 - Families Pursue Mission Related Investing - Private Asset Management
- September 2009 - Steady Returns With Social Impact - Forbes.com
- September 2009 - Gates Allocates $400-Million for Charity Loans And Other Investments - Chronicle of Philanthropy
- September 2009 - Nonprofits Eye Mission-Related Investing - Foundation & Endowment Money Management
- September 2009 - Gates Foundation Branches Out Into Program-Related Investments - Philanthropy News Digest
- September 2009 - Creation of First ESG-Focused Emerging Markets Equity Fund for U.S. Institutional Investors - Cambridge Associates
- Summer 2009 - What Are We Talking About? - Stephen Viederman guest columnist for Walden Asset Management
- March 2009 - As The Economic Crisis Deepens, Socially Oriented Capital Emerges - onPhilanthropy
- March 2009 - Funder's View - Christa Velasquez - Regional Association of Washington Grantmakers
- January 2009 - CDFI Model Can Show the Way Back to Sustainability - American Banker
- January 2009 - A First Look at the Foundation and Corporate Response to the Economic Crisis - Foundation Center
- January 2009 - Outlook for Community Investing in 2009 - National Federation of Community Development Credit Unions
- January 2009 - Systemic Reform Is the Only Course For 'Decimated' Investors - Responsible Investor
- December 2008 - Green Funds Are Attracting Investors - The News & Observer
- December 2008 - Shareowner Advocates Find Hope Despite Troubled Economic Times - SocialFunds.com
- December 2008 - An Unconventional Success - Financial Times
- November 2008 - Investment Funds Push an Environmental Agenda - NY Times
- November 2008 - New York Philanthropy Paved Path for "Mission Investing" - The Chronicle of Philanthropy
- November 2008 - Invested with Purpose - The Chronicle of Philanthropy
- November 2008 - Couple's Commitment to Mission Investing Pays Off for Their Foundation - The Chronicle of Philanthropy
- November 2008 - Community Banks Step Up As Big Lenders Pull Back - Crain's New York Business
- November 2008 - Q&A with Doug Stamm, Meyer Memorial Trust, and Carol Lewis, Philanthropy Northwest - Council on Foundations Blog
- November 2008 - Foundations Can Be Smarter Investors - by Stephen Viederman, of Christopher Reynolds Foundation & Needmor Fund, in Philanthropy Journal
- November 2008 - Investing for Social Impact Lures Investors - InvestmentNews
- November 2008 - Few Legal Barriers Prevent Mission-Related Investments, Study Finds - Chronicle of Philanthropy
- November 2008 - A radically reimagined philanthropy, As belts tighten and wallets shrink - The Oregonian
- October 2008 - Sustainable Investment Strategies Earn Respect in Aftermath of the Financial Crisis - SocialFunds.com
- September 2008 - Large Foundation of the Year W.K. Kellogg Foundation in Mission Investing - Foundation & Endowment Money Management
- Fall 2008 - Get Off Your Assets for Climate!
- July/August 2008 - New Strategies for Leveraging Foundation Assets
- July 2008 - Investing to Empower Homeowners - SocialFunds.com
- July 2008 - Re-casting the supporting roles to bring mission investing to scale - Next Street Financial
- May 2008 - Seattle Foundation Dips Toe into Mission-Related Investing - Puget Sound Business Journal
- May 2008 - Proxy Voting Made Painless - SocialFunds.com
- February 2008 - Foundations Move Toward Mission Related Investing, One Foundation at a Time - SocialFunds.com
- February 2008 - How Grantmakers Can Curb Global Warming - Chronicle of Philanthropy
- December 2007 - Giving and Receiving with program-related investing, charitable foundations expect to get their money back - Wall Street Journal
- December 2007 - The Virtue of Consistency: The Gates Foundation and Mission-Based Investing - KLD Research & Analytics
- May 2006 - Social Lending Today: Challenges Facing Social Finance Intermediaries - Center for the Development of Social Finance
- May 2006 - Meshing Proxy with Mission - Chronicle of Philanthropy
- February 2005 - Community Investment Surpasses the $1 Billion Mark at The Rock - SocialFunds.com
- April 2004 - Community Foundations and Community Investment: An Obvious But Underused Link - SocialFunds.com
- August 2003 - The Needmor Fund Utilizes a Muscular Definition of Fiduciary Responsibility - SocialFunds.com
- October 2002 - A New World Order - Money Magazine
- 2002 - From Donor to Investor: Applying a Venture Capital Model to Foundations - Conservation and Community Investment Forum
- November 2000 - Dissonance, Responsibility and Corporate Culture: How Two Camps Struggle For Our Hearts and Minds and What We Can Do About It - Jessie Smith Noyes Foundation