Evolution of an Impact Portfolio: From Implementation to Results

Sonen Capital, a leading Social & Environmental impact investment firm, in collaboration with the KL Felicitas Foundation (KLF), announced the launch of the first-of-its-kind report detailing the financial performance of an impact investing portfolio. The report, titledEvolution of an Impact Portfolio: From Implementation to Resultsdemonstrates to investors that impact investments can compete with, and at times outperform, traditional asset allocation strategies while pursuing meaningful and measurable social and environmental impact results.

Evolution of an Impact Portfolio is written for asset owners, advisors, and other intermediaries interested in learning more about building diversified impact portfolios anchored in rigorous financial analysis and ongoing assessments of factors affecting macroeconomic conditions.

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Impact Investing in West Africa

Impact Investing in West Africa, a report written by Dalberg Global Development Advisors and funded by the Rockefeller Foundation, is the first comprehensive analysis ever conducted on the impact investing industry in West Africa.

The report aims to: map the landscape of impact investing supply and demand in West Africa; identify the substantive challenges that hamper the growth of the industry and recommend solutions for overcoming them; and serve as a starting point for regional dialogue and local network development activities among impact investors.

Why Translation is a Key Tenet of Natural Capitalism

Natural capitalists and financial capitalists don’t often come face to face, but theWorld Forum on Natural Capital will bring these two groups together. Of course, some are members of both communities. What will happen?

But let’s assume that the natural capitalists have a shared mission to accelerate corporate behavior change to create an economy that runs within environmental limits.  What then are the key tools natural capitalists must acquire and deploy for success?  I propose three above all – translation, pragmatism and stamina.

J.P.Morgan Social Finance Providing Financial Services For Impact Investments

Forbes Asia interviewed Amy Bell, Head of Principal Investments for J.P. Morgan Social Finance, which provides financial services to the growing market for impact investments, meaning those investments made with intent to generate impact alongside a financial return.

She has overseen the group’s principal investment portfolio, which seeks to earn a reasonable rate of return alongside of achieving positive impact on low-income and excluded populations around the world. The deals completed to date include investments in MicroVest II, the LeapFrog Financial Inclusion Fund, IGNIA, the Bridges Social Entrepreneurs Fund, and the African Agricultural Capital Fund.

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Investor’s Circle