Blogs

March Philanthropy News Roundup

Politics The Boston Globe and the Wall Street Journal have compiled lists of what programs could lose funding under the Trump Administration’s proposed budget.The recent study, 2016 Millennial Impact Report: Cause Engagement During a U.S. Presidential Election Year, found that millennials don’t have much trust in the government to do what’s right. Rather, they count on themselves to create change by being “everyday changemakers,” expressed through what they buy, wear, and eat.Charitable Organizations/Foundations Tax exempt organizations (including... Read more »

The State of Financial Performance in Impact Investing, Part Two

Even as impact investing moves into the mainstream, the perception—whether true or imagined—of a financial trade-off remains a barrier. We at Threshold Group are often asked by first time impact investors: will I have to sacrifice financial return for impact?Our answer? Not necessarily. Here we explore the evidence showing that we need not sacrifice financial returns to generate positive social or environmental impact. In part one of this two-part series, we focused on public market investments and... Read more »

February 2017 Impact Investing News Roundup

The Global Impact Investing Network has appointed Mark Grier as its new Board Chair. Grier serves as Vice Chairman at Prudential Financial.ImpactAssets released their 2016 impact investing showcase, the ImpactAssets 50, a free online resource that provides a diversified overview of fund managers representing private debt and equity investments that seek to deliver social and environmental impact as well as financial returns.Common Cents, a financial research lab at Duke University that creates and tests interventions... Read more »

The State of Financial Performance in Impact Investing, Part One

Even as impact investing moves into the mainstream, the perception—whether true or imagined—of a financial trade-off remains a barrier. We at Threshold Group are often asked by first time impact investors: will I have to sacrifice financial return for impact? Our answer? Not necessarily. Here we explore the evidence showing that we need not sacrifice financial returns to generate positive social or environmental impact. In part one of this two-part series, we will focus on public market investments... Read more »

February Philanthropy News Roundup

2016 In Review Giving by the Philanthropy 50, The Chronicle of Philanthropy’s ranking of the Americans who donate the most to charity, totaled $5.6 million in 2016. This is 20% less than 2015 giving which totaled $7 billion.Here are the 18 biggest charitable donations of 2016.Charitable giving to U.S. colleges and universities increased 1.7% to $41 billion in 2016; lower than the 7.6% increase in giving to colleges in 2015. Harvard University raised the most money at $1.19 billion.The endowments... Read more »

January 2017 Impact Investing Roundup

Forest Trends Ecosystem Marketplace published a new report: The State of Private Investment in Conservation 2016: A Landscape Assessment of an Emerging Market. The report surveyed 128 banks, companies, fund managers, family offices, and non-governmental organizations and found that the private sector channeled $8.2 billion into investments that seek environmental benefits and financial returns between 2004 and 2015.The Economist discusses how impact investing is becoming increasingly mainstream and some of the growing pains the sector is currently experiencing.Toniic... Read more »

Making Volatility Great Again-Augmenting the 4 D’s with the 4 P’s.

One of my traditions during the year-end holiday break is to write this “beginning of the new year” commentary.  To be honest…I find myself struggling as we usher in 2017 given the 15 round, Rocky-like bout we experienced last year in terms of the political environment—both domestically and internationally.   I think most of us would agree that the acrimony of our election cycle has worn us out, yet we may only be at the beginning of... Read more »

December Impact Investing Roundup

The Investment Integration Project's William Burckart and Steve Lydenberg explore three trends in system-level impact investing and find that investors "must intentionally incorporate new ways of investing if they are to address big global problems."Here are four key takeaways from the Global Impact Investing Network’s (GIIN) Annual Forum on impact investing.GIIN has released a new trends report: Impact Investing Trends: Evidence of a Growing Industry. Impact investing assets under management have grown from $25.4 billion in 2013 to $35.5 billion... Read more »

Can Impact Investors Play a Trump Card

Open Letter from Stephanie Cohn Rupp, Managing Director, Impact Investing and Ronald G. Albahary, CFA, Chief Investment Officer While many in the impact investing community have been decrying the advent of Donald Trump as our 45th President, we have taken a few days to reflect on what this means for the impact investing sector. Many have expressed their expected gloom and dismay at the President-elect’s position on issues that impact investors hold so dear – including... Read more »

Impact Investing 101

Impact investing has become a buzzword over the past couple years. Many people aren’t just talking about it, they’re deploying capital as well. As of 2016, $1 out of every $5 is invested into sustainable investments, which equates to $8.72 trillion.[1] These days there is an overwhelming amount information about impact investing that can make it difficult to find the basics in one place. As many investors are increasingly curious about this topic, we thought... Read more »