Impact Investing - Foundations

We are working very closely with the foundation market, having been commissioned to write a report to record attitudes towards social investment, its relationship with grantmaking and best practice to improve social investment activity. 

We are working on a long-term mandate with a UK foundation managed by a leading trust company, Saffery Champness Registered Fiduciaries, to provide whole of market advice and embed our Good Investor social investment screening tools to maximise the foundation’s impact . At the outset we established an investment policy statement to define impact asset allocation strategy. We are now identifying and due diligencing suitable social investment opportunities through our market research, taking consideration of asset allocation needs, return requirements, risk appetite, liquidity and security of capital. We also offer ongoing monitoring and reporting tools for the aggregate portfolio. 

We have undertaken similar investment advisory consulting mandates for wealth managers. run seminars for advisers and made available our market intelligence.

Impact investing - International Planned Parenthood Federation

IPPF is a global NGO providing reproductive health and family planning services in over 180 countries. The organisation sought to leverage the experience of Investing for Good to evaluate the potential for a social enterprise acceleration programme fund that aims to support its member countries to initiate or grow income-generating activities. As well as creating transformational change, IPPF seeks to reduce reliance on donor models and diversify its funding sources. There is great potential in taking advantage of the significant growth potential offered by social enterprise and harnessing business strategies to support the delivery of the NGO’s overarching social mission.

Investing for Good analysed the different needs and level of support required of its member countries. We also examined the design of an investment readiness tool and put forward initial eligibility criteria for an investment fund, making recommendations for its future implementation through a commingled structure. Through this innovation, IPPF will grow social enterprises whose revenues can be used to support service delivery and adapt to increasing needs to secure health services for millions around the world.