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Mission-related investing

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InvestingTwo guides tackle the basics and the intermediates of mission-related investing, or investing assets to achieve both social and financial returns.

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A new guide published by Rockefeller Philanthropy Advisors outlines policies and procedures intended for foundation trustees using case studies from funders like the W.K. Kellogg Foundation, Robin Hood Foundation and F.B. Heron Foundation.

Authors Doug Bauer, Rockefeller senior vice president, and Steven Godeke, the principal at Godeke Consulting, also discuss structuring a policy discussion among board members; integrating mission-related investing into existing programs; selecting investment consultants; and monitoring portfolios.

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A second guide from FSG Social Impact Advisors explores mission investment intermediaries, or organizations that collect capital from multiple sources and reinvest it in a variety of people and enterprises.

Authors Mark Kramer, founder of FSG, and Sarah Cooch, a former FSG director, explore the benefits and challenges of investing in intermediaries, and provide an analysis of available intermediaries that address focus areas like economic development, housing and the environment.

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