Impact Investing Offers Options from “Just a Taste” to “Full Plate”

The Impact Investing Working Group meets monthly to discuss prospective impact investment opportunities, hear pitches from social entrepreneurs, and perform due diligence in order to make informed investment decisions on behalf of SV2. Examples of social impact companies currently under consideration: a land-rights company in Colombia that formalizes property ownership for the country’s poorest residents; an enterprise which extracts lithium more efficiently, lowering costs and environmental impact; a water purification approach which builds small entrepreneurs while reducing plastic usage; and more! All Partners are welcome to begin regularly attending IIWG meetings at any point in the year or are welcome to audit meetings on a drop-in basis.

We also welcome all Partners to attend the upcoming Learning Session on Public Equities and Market Returns. The evidence is in that values aligned investing in public equity funds yields market returnsand in this session, we’re going to help you take that evidence and put it into action in your own portfolio.  

Our panel of experts includes a return visit from Jennifer Kenning from Align Impact, who will share evidence-based research findings comparing returns over time for standard and values aligned public equities funds (both index funds and actively managed.) Then Anthony Eames from Calvert (index) and Bob Johanson from ClearBridge (actively managed) will share their perspectives on different “flavors” of values-aligned public equities funds.  These experienced practitioners will dig into the details of ESG strategies across markets and investment styles and light a path forward to help you move from analysis to action.

Other opportunities for involvement include joining the quarterly Impact Investing Interest Circle, led by Board Member Tony Stayner, and many conferences and learning opportunities in the broader Bay Area community. We hope you’ll consider joining this growing movement to learn more!