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Inspiring philanthropy and social investment across borders, sectors and causes
Guide to giving
Collaboration in a crisis
Training Course for Professional Advisors
The State of Impact Measurement and Management Practice
Global Impact Investing Network (GIIN)
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
The ‘what?’ and the ‘why?’ of SRI
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...
Awakening the millennial philanthropist: A guide for professional advisers
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Going Beyond Giving: Perspectives on the philanthropic practices of high and ultra-high net worth donors
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Reporting on social impact investment – what is meaningful?
Last week we published the first Social Impact Report for the Resonance Bristol SITR Fund. The Fund is investing in social enterprises in and around Bristol under the broad agenda...
Sustainable investing: A unique opportunity for Swiss Private Wealth Management – Ten arguments and practical tools for client advisors
Swiss Sustainable Finance
This SSF report, accompanied by a short film on this topic , highlights the opportunity created for Swiss private banking by the combination of Swiss strengths and clients’ growing demand...
Building Impact Portfolios
Athena Capital Advisors LLC
The potential of impact investing is often illustrated in stories of individual investments. New entrants to the field and experienced participants alike are drawn to the idea of putting capital...
The growing appetite for social investment and how charities are increasingly making it part of their funding mix
The market for socially responsible investing is growing around the world, but particularly in Europe and the USA. A global survey [i] of investors found that respondents had committed $10.6...
Impact Investing: Who are we serving?
Oxfam & Sumerian Partners
In summary, this report have found that: Financial return targets do not reflect enterprise performance Fund structures are not designed to meet the needs of most enterprises The need for...
Insights from the Frontier of Impact Investing
Toniic Institute, the global action community for impact investors, released T100: Launch – Insights from the Frontier of Impact Investing . It is the first report in a longitudinal study...
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