Investments

Resource
Released: 07/2009

We are pleased to provide the following resources available to members to use as they analyze their ability to meet future CGA obligations.

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Resource Type: Best PracticeMember Service



Resource
Released: 06/2015

As both investors and grantmakers, philanthropic foundations have a major opportunity to support the growing market for green bonds. For foundations focused on pressing environmental issues such as climate change, water, energy, and conservation, green bonds can be natural mission-related investments that mobilize a fuller array of philanthropic assets to expand the impact of often limited grantmaking dollars.

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Resource Type: Report
Topic: Investments
Funding Area: Environment



Resource
Released: 11/2014

Foundation Source has published a new report to provide insight into the asset allocation and investment trends of private foundations with less than $50 million in assets.

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Resource Type: Report
Topic: Investments



Resource
Released: 02/2014

Many skeptics of mission investing cite concerns that this practice violates foundation trustees’ fiduciary duties. Tim Smith, director of environmental, social and governance shareowner engagement at Walden Asset Management, argues that fiduciary duty should motivate instead of deter mission investing.

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Resource Type: Report
Topic: Investments



Resource
Released: 07/2013

In 2013, the Rockefeller Foundation funded an independent evaluation, conducted by Arabella Advisors, of 12 years of program-related investments (PRIs) made both domestically and internationally.

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Resource Type: EvaluationReport
Audience: All Members