Trusted Insighthttp://thetrustedinsight.com/2019-10-16T09:44:12.404642-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Future Returns: Impact Investing In Latin America
2019-10-16T09:44:12.404642-04:00https://www.thetrustedinsight.com/investment-news/future-returns-impact-investing-in-latin-america-20191016831/
Latin America's impact investing market is still emerging, with assets under management of only about $4.7 billion, it’s seeing rapid growth.
Why Venture Capital Is The Original Impact Investing
2018-12-02T21:13:52.571020-05:00https://www.thetrustedinsight.com/investment-news/why-venture-capital-is-the-original-impact-investing-20181202435/
With its focus on 'doing good,' impact investing is currently one of the hottest areas amongst the broader investment community, but there are many more facets to 'making impact’ than most investors realize.
Zoma Capital's All-In Approach To Impact Investing | CIO Melissa Cheong | Exclusive Q&A
2018-05-10T15:59:39.816841-04:00https://www.thetrustedinsight.com/investment-news/zoma-capitals-all-approach-impact-investing-cio-me-20180510556/
Melissa Cheong is the chief investment officer at Zoma Capital, the private family office of Ben and Lucy Ana Walton. In this interview, she discusses the Walton family's committed approach to impact investing; how Zoma is addressing many environmental and social challenges on a global scale; and why family offices are uniquely positioned to provide flexible long-term capital.
Ford Foundation Hires Roy Swan To Lead Mission Investments Portfolio
2018-01-05T00:24:01.956732-05:00https://www.thetrustedinsight.com/investment-news/ford-foundation-hires-roy-swan-to-lead-mission-investments-portfolio-2RuXqcNMCZBA9Mntmehaeh-20180105962/
New York, 4 December 2017 — The Ford Foundation announced today the appointment of Roy Swan as director of its Mission Investments team based in New York. Swan will lead a dedicated team managing the portfolio announced in April, when Ford committed to invest $1 billion over the next ten years in mission-related investments (MRIs). His team also leads one of the nation’s largest portfolios of program-related investments (PRIs), which Ford pioneered in the impact investing field.
10 Most Important Reads Of The Week - Aug 18, 2017
2017-08-18T11:33:25.617458-04:00https://www.thetrustedinsight.com/investment-news/10-most-important-reads-of-the-week-aug-18-2017-20170818820/
It has been an eventful week, and it's easy to fall behind. Here are the 10 most important reads of the week.
The $500M Family Office Investing 100% In Impact Investing | Podcast
2017-08-15T11:38:45.525594-04:00https://www.thetrustedinsight.com/investment-news/the-500m-family-office-investing-100-in-impact-investing-podcast-20170815474/
The Blue Haven Initiative was one of the earliest family offices to commit itself to 100% mission-aligned investing. At more than $500 million, it’s one of the biggest to make that commitment. And it’s one of the first to share its challenges publicly.
10 Most Important Reads Of The Week - Aug 11, 2017
2017-08-11T12:12:02.612615-04:00https://www.thetrustedinsight.com/investment-news/10-most-important-reads-of-the-week-aug-11-2017-20170811446/
It has been an eventful week, and it's easy to fall behind. Here are the 10 most important reads of the week.
10 Family Offices Committed To Impact Investing
2017-08-08T10:52:08.066676-04:00https://www.thetrustedinsight.com/investment-news/10-family-offices-committed-to-impact-investing-20170808368/
There is a growing trend among family investment groups to invest more into impact investment initiatives. Here are ten family-linked investment groups - in no particular order - that are leading the pack in impact investing and venture philanthropy.
California Pension Fund Divests From Coal Despite Industry Rebound
2017-08-08T10:43:12.475096-04:00https://www.thetrustedinsight.com/investment-news/california-pension-fund-divests-from-coal-as-industry-rebounds-20170808365/
Coal stocks are on the rebound, but California’s main public pension fund won’t see investment gains from that industry.
Sarona PE in Frontier & Emerging Markets: 2017 Values Report now available on our website
2017-08-01T14:00:30.779410-04:00https://www.thetrustedinsight.com/investment-news/sarona-pe-in-frontier-emerging-markets-2017-values-report-now-available-on-our-website-1-20170801309/
Growth that Matters: investing for profit and purpose
Sarona PE in Frontier & Emerging Markets: 2017 Values Report now available on our website
2017-08-01T14:00:20.655604-04:00https://www.thetrustedinsight.com/investment-news/sarona-pe-in-frontier-emerging-markets-2017-values-report-now-available-on-our-website-20170801308/
Growth that Matters: investing for profit and purpose
10 Most Important Reads Of The Week - July 7, 2017
2017-07-07T10:13:07.031091-04:00https://www.thetrustedinsight.com/investment-news/10-most-important-reads-of-the-week-july-7-2017-20170707874/
It has been an eventful week, and it's easy to fall behind. Here are the 10 most important reads of the week.
Investment Trust’s £119M Listing To Bring ‘impact Investing’ To Mass Market
2017-06-21T14:11:05.396222-04:00https://www.thetrustedinsight.com/investment-news/investment-trusts-119m-listing-to-bring-impact-investing-to-mass-market-20170621514/
An investment trust that will invest in improving the lives of those in poorer communities in emerging markets will launch on the London Stock Exchange in July opening up impact investing to more investors. The Impact Investment Trust aims to raise up to $150m (£118.9m). It will also become the second investment trust to list […]
Family Offices Move Beyond Philanthropy
2017-06-16T11:49:47.022537-04:00https://www.thetrustedinsight.com/investment-news/family-offices-move-beyond-philanthropy-20170616377/
“Once the markets offer investors the opportunity to understand and choose their impact, nothing will ever be the same again,” says Matthew Weatherley-White, managing director of the Caprock Group, in a Q&A that takes up three of the 30 pages in Bloomberg’s new family office “investing for impact” brief (which focuses largely on philanthropy). Weatherley-White on mispriced risk: “Most diversified, public-debt, investment-grade portfolios are going to be yielding somewhere south of 3 percent now. Micro-finance? You can get 4.25 percent with a similar or somewhat lower default rate.” On the familiarity of impact investing portfolios: Impact aside, Caprock’s portfolios “look...
CalPERS' Sustainable Investment Efforts Honored By Responsible Investor
2017-06-08T16:12:33.086020-04:00https://www.thetrustedinsight.com/investment-news/calpers-sustainable-investment-efforts-honored-by-responsible-investor-20170608197/
The California Public Employees' Retirement System (CalPERS) has won Responsible Investor's inaugural award for Innovation & Industry Leadership for its Environmental, Social, and Governance 5-Year Strategic Plan (PDF). The award was presented at the RI Europe 2017 conference in London, England.
Private Real Asset Funds On Par With ESG Investments
2017-06-06T10:39:44.410006-04:00https://www.thetrustedinsight.com/investment-news/private-real-asset-funds-on-par-with-esg-investments-20170606113/
<p>Funds that invest in private real assets, such as timber, real estate, and infrastructure, can offer similar objectives and returns as environmental, social, and governance (ESG) investments, according to a report from nonprofit organization Global Impact Investing Network.</p>
Mark Thompson, HSBC Pension Scheme On Why Investors Should Take Sustainability To Heart
2017-06-01T15:07:22.161498-04:00https://www.thetrustedinsight.com/investment-news/mark-thompson-hsbc-pension-scheme-on-why-investors-should-take-sustainability-to-heart-20170601045/
Mark Thompson, Chief Investment Officer, HSBC Pension Scheme, shares his views on why HSBC takes ESG and climate change to heart when making investment decisions, giving examples of how climate change considerations have been integrated into current funds.
Why Impact Investing Has Reached A Tipping Point
2017-05-30T17:20:29.395106-04:00https://www.thetrustedinsight.com/investment-news/why-impact-investing-has-reached-a-tipping-point-20170530960/
Mainstream investment managers are flocking to impact investments, and total funds committed are now $25 trillion worldwide. More major mainstream investment managers are flocking to impact investments. Already, funds invested in it are well into the tens of trillions and some foundations are committing to invest their endowments in it.
Sorting Out Impact Investing In A Changing Market
2017-05-30T17:17:24.335174-04:00https://www.thetrustedinsight.com/investment-news/sorting-out-impact-investing-in-a-changing-market-20170530955/
Impact investors seek both financial returns along with social and environmental impact. To achieve this, the impact must be inherent in the business model, meaning that as they sustainably scale on a financial and operational basis, the expected impact scales right along with the business scaling.
Pope-Inspired Accelerator Brings Silicon Valley To The Vatican
2017-05-10T10:54:54.837597-04:00https://www.thetrustedinsight.com/investment-news/pope-inspired-accelerator-brings-silicon-valley-to-the-vatican-20170510368/
Menlo Park-based investor Stephen Forte, of Fresco Capital, is launching an accelerator in Rome for social impact startups. Forte says he was inspired to do so by Pope Francis, who in a TED Talk last month challenged tech companies to act with thoughts of equality and social inclusion in mind, and has been an advocate for action on climate change.
Bottom Line, Front Line -- How Impact Investors Battle Global Crises
2017-05-02T17:26:52.318646-04:00https://www.thetrustedinsight.com/investment-news/bottom-line-front-line-how-impact-investors-battle-global-crises-20170502100/
Over the last few years, we've seen a huge influx of interest in a space from prospective investors, but this only occurred because there are very talented entrepreneurs who have identified some of the macro-challenges present within the food system who are coming up with very innovative solutions.
Why Impact Investing May Flourish In The Age Of Donald Trump
2017-04-24T16:25:45.889930-04:00https://www.thetrustedinsight.com/investment-news/why-impact-investing-may-flourish-in-the-age-of-donald-trump-20170424849/
As the U.S. government retreats from funding environmental, health and social needs, private investors and fund managers are moving in.
Ford Foundation Just Made A Billion-Dollar Bet On Impact Investing
2017-04-18T09:34:55.711615-04:00https://www.thetrustedinsight.com/investment-news/the-ford-foundation-just-made-ab-dollar-bet-on-impact-investing-20170418669/
Like many major philanthropic funders, the Ford Foundation for social justice spends roughly 5% of its annual endowment on charitable causes, reinvesting the rest to ensure it will be able to recoup those costs and operate in perpetuity. With a total endowment of about $12 billion, that means there’s about $600 million granted toward charitable programs each year.
Pact Ventures Appoints New President
2017-01-18T15:51:10.989359-05:00https://www.thetrustedinsight.com/investment-news/pact-ventures-appoints-new-president-20170118540/
Pact has appointed veteran impact investment fund manager Miguel Granier to lead Pact Ventures, a Pact business unit serving communities across the world through impact investing and social enterprise development. Granier brings more than 13 years of experience in social enterprise. He joins Pact from Invested Development, a successful impact investing management firm that he founded in Boston in 2009.
Global Family Office Report 2016 Key Findings - Impact Investing
2017-01-17T09:43:59.425449-05:00https://www.thetrustedinsight.com/investment-news/global-family-office-report-2016-key-findings-impact-investing-20170117440/
According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later?<br />
<br />
Family offices around the world are far more active in impact investing than originally thought, with almost two-thirds (61%) now active in the area or likely to be in the near future, according to the Global Family Office Report 2016.
UK Impact Investment Bank Launches Impact Measurement Tool
2016-12-22T12:27:47.479015-05:00https://www.thetrustedinsight.com/investment-news/uk-impact-investment-bank-launches-impact-measurement-tool-20161222837/
<p>London-based <a href="http://www.clearlyso.com/" target="_blank">ClearlySo</a> is an investment banking firm that helps social enterprises raise capital from impact investors, those who seek a social impact along with a financial return. Last week, <a href="http://facebook.com/clearlyso" target="_blank">ClearlySo</a> announced a new impact measurement service for private equity and venture capital funds.</p>
<p>Founder and CEO, Rodney Schwartz, is excited about the new product, which he says will make impact reporting easier. He says, “We launched our impact assessment tool, which, for the first time, specifically addresses the needs of PE/VC firms to measure and report on the impact of their privately held portfolio companies. It does so in a way that is portal-based, efficient, robust, easy-to-use, inexpensive and requires no lengthy questionnaires to be filled out by fund managers or investees.”</p>
Linking Lead Impact Investors With Like-Minded Followers
2016-12-16T12:19:20.802626-05:00https://www.thetrustedinsight.com/investment-news/linking-lead-impact-investors-with-like-minded-followers-20161216594/
Investor Flow is all about helping investors in the scattered world of impact investing find partners.
<p>One problem slowing down investment in social enterprise startups is a simple matter of numbers: It's difficult to get enough investors together to raise the necessary financing, because they tend to be scattered all around the world. So unlike, say, Silicon Valley investors in tech startups, "There isn't one city where you find dozens of them," says Michael "Luni" Libes. Plus, even if there's an acceptable number of impact investors in an area, chances are they aren't all interested in the same causes or type of venture.</p>
10 Lessons From Impact Investing In India
2016-12-16T12:15:12.513202-05:00https://www.thetrustedinsight.com/investment-news/10-lessons-from-impact-investing-in-india-20161216592/
As an impact investor, the foundation catalyses market shifts through pioneering investments, which bridge gaps that have not yet been addressed by the market for a low-income population. Our objective is to create positive impact through market-sustainable models.
<p>10 years, US$ 50 million, over 50 investments.</p>
<p>Those numbers don't tell the whole story of Michael & Susan Dell Foundation's journey in India. Since the foundation began its work in India in 2006, with the goal of eradicating urban poverty through its focus on education and family economic stability, it has focused on scalable solutions supported by a combination of grants and impact investments. Our impact investing evolution is reflected in both the organisations and projects that have scaled up as well as our learnings along the way.</p>
Dutch Financial Institutions Launch SDG Investment Agenda
2016-12-08T12:51:27.480785-05:00https://www.thetrustedinsight.com/investment-news/dutch-financial-institutions-launch-sdg-investment-agenda-20161208236/
Eighteen Dutch financial institutions have come together to commit to a shared Sustainable Development Goals (SDG) investment agenda. With support from the Dutch government and central bank, pension funds, insurance firms and banks presented their report, Building Highways to SDG Investing, during the Global Impact Investing Network (GIIN) conference in Amsterdam.
Impact Investing: A Sustainable Strategy For Hedge Funds
2016-11-22T15:15:11.194029-05:00https://www.thetrustedinsight.com/investment-news/impact-investing-a-sustainable-strategy-for-hedge-funds-20161122602/
Nearly a decade after its arrival on the social finance scene, impact investing is still growing in popularity. Hedge fund managers have been slow to adopt the strategy, although other types of investment managers are already gathering assets in this space. Yet as the hedge fund industry continues to face performance headwinds, it may be time to take a closer look at how this type of sustainable investing may support alpha generation. Defined as ”the intentional allocation of capital to generate a positive social or environmental impact that can be—and is—measured,”¹ impact investing blends the earlier concepts of investment screens...
Impact Investing And Hedge Funds: A Sustainable Strategy
2016-11-10T14:15:11.743744-05:00https://www.thetrustedinsight.com/investment-news/impact-investing-and-hedge-funds-a-sustainable-strategy-1-20161110121/
Our people and our culture make Deloitte a place where leaders thrive. Get an inside look at the rich diversity of background, education, and experiences of our people. Impact investing is a sustainable and competitive strategy for hedge funds. Here are five considerations for hedge funds as they move towards social finance. Impact investing can be defined as “the intentional allocation of capital to generate a positive social or environmental impact that can be—and is—measured.” It blends the earlier concepts of investment screens and social selection criteria with the newer enhancements of intentionality and impact metrics. Hedge fund managers have...
Why Philanthropy Is Not Negative Assets
2016-11-07T21:25:59.679893-05:00https://www.thetrustedinsight.com/investment-news/why-philanthropy-is-not-negative-assets-20161107945/
Bernard Fung, Director and Head of Family Office Services and Philanthropy Advisory, Asia Pacific, Private Banking Division at Credit Suisse, discusses impact investing and shares his experience in managing philanthropy issues for his clients.
Is Impact Investing More Than A Fad?
2016-11-03T11:14:30.535087-04:00https://www.thetrustedinsight.com/investment-news/is-impact-investing-more-than-a-fad-20161103724/
Is it more than an investment fad for bored millennials drinking their mojito while partying at some beach club on Cape Cod?
Impact Investing And Hedge Funds: A Sustainable Strategy
2016-10-27T17:00:19.726964-04:00https://www.thetrustedinsight.com/investment-news/impact-investing-and-hedge-funds-a-sustainable-strategy-20161027407/
Our people and our culture make Deloitte a place where leaders thrive. Get an inside look at the rich diversity of background, education, and experiences of our people. Deloitte Investment Management industry services can help you rise to the challenges and capitalize on opportunities.
On-demand Grocery Startup Gets Funding To Start Its Own Farms
2016-10-21T12:31:40.428343-04:00https://www.thetrustedinsight.com/investment-news/on-demand-grocery-startup-gets-funding-to-start-its-own-farms-20161021018/
The startup announced recently it’s closed an undisclosed round of funding, which it says is in the “seven-digit money terms.” Investors in the round are RSA Capital, Business Research International Corporation, and Razor Capital.
Maryland Pension System Begins Weighing Portfolio's Carbon Footprint
2016-10-20T12:07:53.500567-04:00https://www.thetrustedinsight.com/investment-news/maryland-pension-system-begins-weighing-portfolios-carbon-footprint-20161020937/
The managers of Maryland's pension fund have begun considering the effect their investments have on climate change and how to minimize the carbon footprint of the state's $45 billion portfolio....
Ex-NVCA Chairman, 2 Kauffman Fellows To Launch Impact Venture Capital
2016-10-13T13:19:37.564115-04:00https://www.thetrustedinsight.com/investment-news/ex-nvca-chairman-2-kauffman-fellows-to-launch-impact-venture-capital-20161013564/
Dixon Doll, Eric Ball, and Jack Crawford announced today that they are launching a new venture capital firm named Impact Venture Capital with California investment offices in Burlingame and Sacramento.
Who's The Biggest Impact Investor In Foundations?
2016-07-29T16:20:37.348497-04:00https://www.thetrustedinsight.com/investment-news/whos-the-biggest-impact-investor-in-foundations-20160729800/
Figuring out which foundations engage in the most impact investing is not so easy. While some reports, like a 2015 study by the Center for Effective Philanthropy, have gauged how widespread this practice has become in foundations, actual dollar amounts are still hard to come by—unlike annual grantmaking tallies, which are readily available.
Exclusive Q&A: Amy Jensen, Investment Director, Northwest Area Foundation
2016-05-25T11:32:54.648287-04:00https://www.thetrustedinsight.com/investment-news/amy-jensen-investment-director-northwest-area-foundation-exclusive-qa-20160525267/
Amy Jensen<span style="line-height: 20.8px;"> is the investment director for the </span>Northwest Area Foundation<span style="line-height: 20.8px;">. As an investment team of one, Jensen is responsible for the Foundation’s $420 million portfolio across all asset classes and strategies, including mission-related investments. She was recently named to Trusted Insight’s ranked list of the </span>Top 30 Foundation Rising Stars<span style="line-height: 20.8px;">.</span>
Family Offices Driving Interest In Impact Investments
2016-05-23T12:07:59.787262-04:00https://www.thetrustedinsight.com/investment-news/family-offices-driving-interest-in-impact-investments-20160523039/
Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.
Family Offices May Play Influential Role As Sustainable Investment Strategies Grow
2016-02-16T10:25:12.212406-05:00https://www.thetrustedinsight.com/investment-news/family-offices-may-play-influential-role-as-sustainable-investment-strategies-grow-20160216072/
Family offices in the United States are targeting issues like pollution, climate change and clean technology as they explore more opportunities for impact investing, according to a Feb. 8 study by sustainable investing nonprofit, the U.S. SIF Foundation.
5 Ways To Boost Impact Investing In Family Offices
2016-02-16T10:14:43.011058-05:00https://www.thetrustedinsight.com/investment-news/5-ways-to-boost-impact-investing-in-family-offices-20160216069/
In yet another sign of the growing interest in impact investing, the Forum for Sustainable and Responsible Investment (US SIF) has just released a guide for family offices on impact investing.
Family Office Grow More Interested In Impact Investing, Study Says
2016-02-09T13:11:14.271659-05:00https://www.thetrustedinsight.com/investment-news/family-office-grow-more-interested-in-impact-investing-study-says-20160209756/
Impacting investing is steadily creeping into family office investment strategies, according to a report released Monday by US SIF, the sustainable and responsible investment forum....
HESTA Makes First Impact Investment In Affordable Housing
2016-01-13T11:47:54.970233-05:00https://www.thetrustedinsight.com/investment-news/hesta-makes-first-impact-investment-in-affordable-housing-20160113515/
HESTA has made a $6.7 million investment in Horizon Housing, a community housing provider operating in Queensland focused on increasing the supply of social and affordable housing and helping low income earners achieve home ownership.
For Sir Ronald Cohen, The Impact Investing Revolution Is Just Starting
2015-12-30T10:04:40.536499-05:00https://www.thetrustedinsight.com/investment-news/for-sir-ronald-cohen-the-impact-investing-revolution-is-just-starting-20151230914/
The venture capital pioneer sees a transformation afoot as companies and investors aim to do good by looking beyond financial returns.
New York Pension, Goldman Form $2 Billion Low-Carbon Fund
2015-12-08T10:42:52.265856-05:00https://www.thetrustedinsight.com/investment-news/new-york-pension-goldman-form-2-billion-low-carbon-fund-20151208682/
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world....
Family business to family wealth: PwC’s tips to ease the transition
2015-12-07T15:58:56.083436-05:00https://www.thetrustedinsight.com/investment-news/family-business-to-family-wealth-pwcs-tips-to-ease-the-transition-20151207638/
Imagine it’s the big day, the day your investment in your family business turns into a large pot of cash, when you realise the reward for the lifetime’s work of one or more generations. The months of...
How Pension Investors Will React to the DoL’s New ESG Guidelines
2015-11-19T13:55:41.013424-05:00https://www.thetrustedinsight.com/investment-news/how-pension-investors-will-react-to-the-dols-new-esg-guidelines-20151119739/
Will the U.S. Department of Labor’s new ESG guidance prompt more pension funds to embrace sustainable investing? For Amy OBrien, head of responsible investment at $639 billion TIAA-CREF Asset Management, 2016 could be a very busy year.
Do Deals and Exits Aimed at Producing Social Good Sacrifice Returns?
2015-10-07T15:49:18.697781-04:00https://www.thetrustedinsight.com/investment-news/do-deals-and-exits-aimed-at-producing-social-good-sacrifice-returns-20151007253/
The nascent impact-investing field has sparked intense debate as the private equity community questions whether or not funds seeking to do social and environmental good can also produce strong returns. Impact investing is a relatively new term used to describe an investment approach that aims to produce positive social, environmental and governance changes. The paucity of data and the few standards on how to measure this impact have made the space a lightning rod for criticism. The researchers were able to obtain verified cash flow and valuation information on a portion of the data setâ170 portfolio companies backed by 16...
VC investing boom neglects startups tackling poverty
2015-08-17T11:00:09.361127-04:00https://www.thetrustedinsight.com/investment-news/vc-investing-boom-neglects-startups-tackling-poverty-20150817722/
The venture capital investing boom has sent millions of dollars to startups that serve the upper crust of society with an app to deliver your laundry or order a valet to park your car, but many VCs continue to resist investing in viable businesses that are bringing toilets, water and electricity to the rural poor.
Wells Fargo Profits Flat, but Wealth Unit Jumps
2015-07-15T17:52:50.787980-04:00https://www.thetrustedinsight.com/investment-news/wells-fargo-profits-flat-but-wealth-unit-jumps-20150715113/
“Wells Fargo’s second quarter results reflected continued strength in the fundamental drivers of long term growth,” said Chairman and CEO John Stumpf, in a statement. “Compared with a year ago, we gr...
PIMCO Releases Asset Allocation Strategies for ‘New Neutral’
2015-07-15T11:07:08.621510-04:00https://www.thetrustedinsight.com/investment-news/pimco-releases-asset-allocation-strategies-for-new-neutral-20150715088/
The authors, Mihir Worah, chief investment officer focusing on real return and asset allocation, and Geraldine Sundstrom, managing director, argue that central banks will raise rates “slowly and prud...
Dynasty Adds $3B Ex-Deutsche Team
2015-06-29T18:26:57.399891-04:00https://www.thetrustedinsight.com/investment-news/dynasty-adds-3b-ex-deutsche-team-20150629800/
Dynasty Financial Partners said Monday that a new group with about $3 billion in assets has joined the wealth management partnership in San Francisco: Intellectus Partners, formerly of Deutsche Bank....
Lincoln Financial Securities Chief Departs
2015-06-29T16:14:35.475035-04:00https://www.thetrustedinsight.com/investment-news/lincoln-financial-securities-chief-departs-20150629798/
Lincoln Financial Network said Monday that Christopher Flint has resigned as head of Lincoln Financial Securities Corp., a post he had held since October 2012; Flint also ended his work as head of re...
Schwab Unleashes RIA Robo-Beast
2015-06-24T16:32:37.407351-04:00https://www.thetrustedinsight.com/investment-news/schwab-unleashes-ria-robo-beast-20150624725/
Schwab Advisor Services announced Tuesday that its Schwab Institutional Intelligent Portfolios (IIP) platform is now available for advisors who custody with Schwab. The platform will include twice th...
What Are Institutional Investors Buying?
2015-06-17T21:21:48.340050-04:00https://www.thetrustedinsight.com/investment-news/what-are-institutional-investors-buying-20150617822/
Hamilton Lane CIO Erik Hirsch discusses private equity and institutional investing. He speaks on “Market Makers.”
Merrill Lynch Launches New Impact Portfolio
2015-06-11T12:27:53.769373-04:00https://www.thetrustedinsight.com/investment-news/merrill-lynch-launches-new-impact-portfolio-20150611476/
Joining the cadre of Wall Street firms bent on reaping rewards from a burgeoning new area of sustainable investing, Merrill Lynch is rolling out a multi-asset class portfolio for its 14,000 financial advisors.
Private Equity Firms Selling Companies Faster
2015-05-19T18:14:45.476812-04:00https://www.thetrustedinsight.com/investment-news/private-equity-firms-selling-companies-faster-20150519146/
The average time private equity firms hold buyout investments has dropped to 5.5 years for companies sold so far in 2015, according to a report last week by Preqin, the alternatives data provider....
Rockefeller & Co. Invests to Save the Seas
2015-05-19T14:59:11.636646-04:00https://www.thetrustedinsight.com/investment-news/rockefeller-co-invests-to-save-the-seas-20150519143/
"The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources."
Finance and Tech Entrepreneurs Make Move into Impact Investing Space
2015-05-07T17:31:28.603801-04:00https://www.thetrustedinsight.com/investment-news/finance-and-tech-entrepreneurs-make-move-into-impact-investing-space-20150507783/
Big players like Bain Capital and Blackrock alongside entrepreneurs Marc Benioff and Marc Andreessen have stepped off the sidelines into the impact investing game.
Balancing Attractive Returns with Positive Effect
2015-05-07T17:07:41.805812-04:00https://www.thetrustedinsight.com/investment-news/balancing-attractive-returns-with-positive-effect-20150507023/
<a href="https://www.thetrustedinsight.com/profile/JoshCohen/"><strong>Josh Cohen</strong></a><strong>, Managing Partner, </strong><a href="https://www.thetrustedinsight.com/profile/firm/city-light-capital/">City Light Capita</a>l<strong>: Impact investing is a very important form of socially responsible investing. We are strong believers in the opportunity to generate attractive financial returns while at the same time achieving a significant net positive effect from a social and environmental perspective.</strong><br />
<strong>How did you end up getting involved in impact investing?</strong><br />
I have been making impact investments since 2004, before the term existed. At the time, this began as an experiment. We set out to find entrepreneurs using technology to prevent the next 9/11, but we didn’t know what we would find, if we could make money, if we were any good at it or if we liked it. Over time, we honed the thesis, built a team and raised a formal fund.<br />
Prior to Impact Ventures I was investing on behalf of family offices, worked at a technology company called Mobility Electronics and began my career as a technology banker in San Francisco at Deutsche Banc Alex Brown.<br />
<strong>Was there an “aha” moment when you knew that you were destined to be part of an impact strategy?</strong><br />
The pace of innovation in the late 90s tech scene was a good catalyst, and I think the seminal moment for me and my partners was probably 9/11. The market meltdown and global uncertainty post facto really was a call to action for our team. We thought about what the world would have said about us if we were in the buildings and didn’t think we had good enough answers. We were already successful entrepreneurs and investors and like-minded in the sense that we did not want to wait for the third act of life (like Dale Carnegie would suggest) to do good deeds upon retirement. We wanted to use our skills and capital to make a different as soon as possible. It makes me feel great to know that I am not waiting to make the world<br />
<strong>Impact investing is a bit broad, what are the industries that you are most focused on?</strong><br />
My partners and I have carefully reviewed the market opportunities and narrowed our focus to some key industries where we have significant knowledge and networks. We were also colored by the 9/11 experience and ultimately settled on education, environment, and safety with a focus on companies that use their core technology to effect change with business model consistent with the implementation of that technology. This lens has allowed us to achieve venture capital returns while simultaneously having a measurable positive impact.<br />
<strong>Can you share a big success story with us so that we have a better sense for the types of investment and associated impact?</strong><br />
While we are very proud of many of our investments, I am pleased to share that one of our companies, 2U (Nasdaq: TWOU) went public last year. 2U Inc. is an education technology company that partners with top colleges and universities to bring their degree programs and credit-bearing courses online. We have over 12,000 students in 17 graduate partner programs. This is one of the first times there has been high quality education at scale. <br />
<strong>How did you build your pipeline and how do you manage it?</strong><br />
Like many funds we have the usual traditional sources: our current portfolio entrepreneurs, co-investors, foundations, investment banks, law firms, and our personal networks et al. We do have an edge vis-à-vis peers via our involvement in herox (a joint venture with XPRIZE), City Spark (our seed fund), and the many relationships we have built with family offices – particularly those with a strong interest in impact & philanthropy. With regard to management we are really disciplined in our approach, but as you would suspect we are generally look at 300-400 companies a year (and fund 2-4).<br />
<strong>With a new fund on the horizon do you have any specific interests that you think you will spend more time on?</strong><br />
We will spend some time looking at the friction points that exist in education - high school to college, college to employment...There is a real skills gap that exists (especially for liberal arts majors looking for high quality jobs). The numbers in this economic recovery don’t really reflect the facts. Millennials and younger grads are still massively underemployed. We have recently funded Koru (<a href="http://www.joinkoru.com">www.joinkoru.com</a>) in a effort to address this problem.<br />
Thanks so much for your time Josh. Please see the <a href="https://www.thetrustedinsight.com/profile/firm/city-light-capital/">City Light Capita</a>l profile on Trusted Insight.
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Extraordinary Women Revive World of Wealth Management
2015-03-17T13:02:06.824572-04:00https://www.thetrustedinsight.com/investment-news/extraordinary-women-revive-world-of-wealth-management-20150317476/
"As the trickle of women hires into the RIA business begins to look more like a gusher, it’s clear that hiring decisions have a deeper basis"
Advisers Slow to Embrace Socially Responsible Investments
2015-03-17T11:43:07.794667-04:00https://www.thetrustedinsight.com/investment-news/advisers-slow-to-embrace-socially-responsible-investments-20150317471/
"Adviser surveys indicate that more clients are asking if they can have a positive effect on society with their portfolios, and well-known asset management companies are offering more so-called impact investment options."
Jane Swan Joins Veris Wealth Partners
2015-03-17T11:09:37.461385-04:00https://www.thetrustedinsight.com/investment-news/jane-swan-joins-veris-wealth-partners-20150317465/
"Swan has more than 15 years of experience in private wealth management and specializes in creating impact investing strategies for individuals, families and foundations."
Nancy Pfund Becomes Go-To Investor in Start-Ups With a Social Mission
2014-10-29T17:19:18.539615-04:00https://www.thetrustedinsight.com/investment-news/nancy-pfund-becomes-go-to-investor-in-start-ups-with-a-social-mission-20141029539/
The fund’s managing director, Nancy Pfund, isn’t a household name. Yet over the last decade, she has quietly built a reputation as the go-to venture capitalist for companies looking to make a social impact.
Is Social Impact Investing On The Rise?
2014-09-23T15:20:00.309602-04:00https://www.thetrustedinsight.com/investment-news/is-social-impact-investing-on-the-rise-20140923175/
In late August, mobile security company Lookout raised $150 million in venture capital, taking advantage of the surging demand for cybersecurity products that had already attracted nearly $900 million in VC funding in the first half of the year. Why can’t we address social needs with similar inventiveness and resources?
The Supply Chains of the Future
2014-09-09T12:04:41.781286-04:00https://www.thetrustedinsight.com/investment-news/the-supply-chains-of-the-future-20140909981/
In late 2012, a fire at the Tazreen garment factory in Bangladesh claimed the lives of 112 workers - and it later emerged that two American apparel makers in Walmart's supply chain were using the fac...
McKnight names Elizabeth McGeveran to direct program-related and mission-driven investing
2014-07-16T09:15:15.004685-04:00https://www.thetrustedinsight.com/investment-news/8345-mcknight-names-elizabeth-mcgeveran-to-direct-program-related-and-mission-driven-investing-20140716345/
he McKnight Foundation has hired Elizabeth McGeveran as Impact Investing Program Director, a new position at McKnight. Beginning this September, McGeveran will manage program-related and mission-driven investments for the Foundation. Her hiring is an important next step in McKnight’s broad commitment to channel an initial target of $200 million into impact investments that generate financial return, uphold fiduciary duties, and align with strategies to advance McKnight’s program impact and learning.
Why investments that do good make good business sense
2014-07-03T11:52:04.153855-04:00https://www.thetrustedinsight.com/investment-news/why-investments-that-do-good-make-good-business-sense-20140703166/
Specialist Peter Giacchi gives a listing price for Foresight Energy LP during the company's IPO on the floor of the New York Stock Exchange June 18, 2014....
Why ESG is Gaining Traction Among Institutional Investors
2014-06-16T13:51:34.033425-04:00https://www.thetrustedinsight.com/investment-news/7888-why-esg-is-gaining-traction-among-institutional-investors-20140616888/
Wether it is called sustainable investing or responsible investing, this concept of allocating capital that creates value for both the investor and society as a whole, has achieved traction among various institutional stakeholders in recent years. Commonly referred to as ESG investing (environmental, social and governance), a number of institutional investors are participating in the movement such as the New Zealand Superannuation Fund.
Soft Skills Becoming More Important For FAs
2014-05-27T17:04:26.159830-04:00https://www.thetrustedinsight.com/investment-news/7577-soft-skills-becoming-more-important-for-fas-20140527577/
“The right brain is becoming on a par with the left brain for advisors. We’ve trained an industry to solve math problems and our clients need philosophical problems solved,” said Andy Sieg, head of global wealth and retirement solutions for Bank of America Merrill Lynch.
Urban real estate investing is back with a new name, look
2014-05-27T17:02:32.531950-04:00https://www.thetrustedinsight.com/investment-news/urban-real-estate-investing-is-back-with-a-new-name-look-20140527576/
Urban investing — real estate investments made in densely populated, ethnically diverse communities — is making a comeback, but under new names such as impact, millennial or hipster investing.
DFID launches second RFP to foster impact investments in Africa
2014-05-09T13:18:19.281858-04:00https://www.thetrustedinsight.com/investment-news/7241-dfid-launches-second-rfp-to-foster-impact-investments-in-africa-20140509241/
. The DFID Impact Fund, however, is investing on an impact-first basis, whereby the investments will be focused on backing businesses that achieve positive impact specifically on the poorer sections of the population, either as consumers, producers or workers. Unlike CDC’s usual investments, the DFID Impact Fund has no set target for returns...
Big Society Capital: £93 million new investment commitments in 2013
2014-05-01T09:45:45.309355-04:00https://www.thetrustedinsight.com/investment-news/7042-big-society-capital-93-million-new-investment-commitments-in-2013-20140501042/
4: Big Society Capital, the world's first social investment bank, today published its
2013 annual report, outlining performance to date and setting out a new three-year strategy.
As of December 2013, Big Society Capital had received £225.4 million of funding from the
Reclaim Fund and four UK high street banks, making total cumulative commitments of
£149.1 million, with matching funding of 116% from third party investors alongside Big
Society Capital’s own signed investments.
Family Offices, Pensions Among Most Likely Providers of Risk Capital for Social Investments
2014-04-29T10:00:19.911237-04:00https://www.thetrustedinsight.com/investment-news/7000-family-offices-pensions-among-most-likely-providers-of-risk-capital-for-social-investments-20140429000/
Charities, corporations, housing associations and family offices were found to be the most
likely prime providers of the next £500m in required risk capital as they are primarily
motivated to create impact as an objective of their investment activities or approach to
service delivery. The larger, more established end of the market is likely to be supported by
a group of local authority pension funds who require substantial investment sizes and have
created dedicated allocations to support social investments, as well as family offices and
charitable endowments with capacity to consider larger investments in sectors that are close
to their current areas of focus.
Deal of the Century: Buy Out the US Coal Industry for $50bn
2014-03-24T17:58:06.831065-04:00https://www.thetrustedinsight.com/investment-news/6471-deal-of-the-century-buy-out-the-us-coal-industry-for-50bn-20140324471/
Would you make a one time $50 (PS31) investment to save $100-500 each year? Sound good? Add nine zeros to each of those numbers. In other words, invest $50bn once over the next decade, and generate $...
17 Foundations Come Together to Swear Off Fossil Fuels
2014-02-07T12:19:27.886110-05:00https://www.thetrustedinsight.com/investment-news/17-foundations-come-together-to-swear-off-fossil-fuels-20140207555/
Signatories of Divest-Invest Philanthropy include Ben & Jerry's Foundation, the Chorus Foundation, The John Merck Fund, The Sierra Club Foundation, and the Schmidt Family Foundation.
Impact Investing getting mainstream attention from LP's
2013-12-02T11:12:46.257806-05:00https://www.thetrustedinsight.com/investment-news/3279-impact-investing-getting-mainstream-attention-from-lps-20131202279/
Money Matters - Because some of these socially conscious funds are starting to get impressive results. ...
In India: a 'caste-based' venture fund - SME Mentor
2013-11-07T13:43:17.735749-05:00https://www.thetrustedinsight.com/investment-news/in-india-a-caste-based-venture-fund-sme-mentor-20131107587/
It's being called India's first 'social impact' venture capital fund, a phrase that is causing quite a stir. Small Industries Development Bank of India (SIDBI) had announced that it would provide Rs 10 crore to a venture capital fund launched by the Dalit Indian Chamber of Commerce and Industry (DICCI).
Bridges Ventures crosses funding hurdle
2013-10-10T11:41:03.156156-04:00https://www.thetrustedinsight.com/investment-news/1970-bridges-ventures-crosses-funding-hurdle-20131010970/
Bridges Ventures, the fund manager started by Sir Ronald Cohen to back UK private equity investments with a positive effect on society and the environment, has amassed £125m for a new fund. The new ve...
Uplifting A Continent: Impact Investing
2013-09-30T16:59:27.886000-04:00https://www.thetrustedinsight.com/investment-news/1819-uplifting-a-continent-impact-investing-20130930819/
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Fin...
Vital Capital, One of the World's Largest Impact Investing Private Equity Funds, is Highlighted in the World Economic Forum's "From the Margins to the Mainstream" Report
2013-09-25T12:24:12.121162-04:00https://www.thetrustedinsight.com/investment-news/1758-vital-capital-one-of-the-worlds-largest-impact-investing-private-equity-funds-is-highlighted-in-the-world-economic-forums-from-the-margins-to-the-mainstream-report-20130925758/
Vital Capital mentioned in the WEF “From the Margins to the Mainstream” report...
From SRI to ESG: The Changing World of Responsible Investing
2013-09-17T10:54:06.907841-04:00https://www.thetrustedinsight.com/investment-news/1652-from-sri-to-esg-the-changing-world-of-responsible-investing-20130917652/
Thoughtful investment professionals continue to debate whether a portfolio’s long-term performance can be enhanced by including environmental, social and governance (ESG) considerations in the security selection process, but responsible investing is more than a passing trend...
United Methodist Foundation Mid-2013 Investment YTD Review and Endowment Trends
2013-09-10T14:25:33.528690-04:00https://www.thetrustedinsight.com/investment-news/united-methodist-foundation-mid-2013-investment-ytd-review-and-endowment-trends-20130910353/
This is a mid-2013 review of Investments at the Foundation. Speakers were Kristi Kinnison, Executive Director, and Derek Casteel, Managing Director from Wespath.
It's Time to Cut Through the Hype of Impact Investing
2013-08-20T11:35:51.598071-04:00https://www.thetrustedinsight.com/investment-news/1333-its-time-to-cut-through-the-hype-of-impact-investing-20130820333/
Nonprofits, business, and government need to get serious about moving forward ideas that mix social and environmental benefits with financial rewards....
Report Calls for Socially Conscious Investing by Colleges
2013-07-22T16:05:14.363887-04:00https://www.thetrustedinsight.com/investment-news/903-report-calls-for-socially-conscious-investing-by-colleges-20130722903/
With more than $400-billion in endowment assets at their disposal, America's colleges are well positioned to invest in the financially struggling communities in which they may be located, according t...
NZ Super Fund reveals excluded companies |
News.com.au
2013-06-25T13:02:10.741131-04:00https://www.thetrustedinsight.com/investment-news/473-nz-super-fund-reveals-excluded-companies-newscomau-20130625473/
THE New Zealand Superannuation Fund has excluded seven companies with operations in nuclear bases from its $NZ22 billion ($A18.56 billion) portfolio, while clearing the return for four firms which had...
Gov Abercrombie opening remarks at 2013 NCPERS
2013-06-18T13:13:58.196784-04:00https://www.thetrustedinsight.com/investment-news/gov-abercrombie-opening-remarks-at-2013-ncpers-20130618289/
National Conference on Public Employee Retirement Systems (NCPERS) is the largest trade association for public sector pension funds, representing more than 550 funds in the United States and Canada. It is a non-profit network of trustees, administrators, public officials and investment professionals who collectively manage nearly $3 trillion in pension assets held in trust for approximately 21 million public employees and retirees -- including firefighters, law enforcement officers, teachers, and other public servants.
The theme of this year's annual meeting was "Unifying in a Changing Environment." Approximately 650 NCPERS members participated. Members attend seminars educating them on the newest advances in managing public sector pension plans, including funding, financial services, legislation, and regulation.
G8 Supports Impact Investing
2013-06-07T12:04:53.960075-04:00https://www.thetrustedinsight.com/investment-news/g8-supports-impact-investing-20130607221/
This week, in the lead up to the G8 Summit in Enniskillen, Prime Minister Cameron will convene key global leaders from government, civil society, and the private sector to evaluate G8 governments have an essential role to play in helping this quickly growing field achieve maximum social benefit...
AFL-CIO HIT Launches HITWIRE To Demonstrate How Union Pension Funds And Union Labor Are Helping Revitalize Communities - PR Newswire - The Sacramento Bee
2013-06-04T11:06:18.940438-04:00https://www.thetrustedinsight.com/investment-news/145-afl-cio-hit-launches-hitwire-to-demonstrate-how-union-pension-funds-and-union-labor-are-helping-revitalize-communities-pr-newswire-the-sacramento-bee-20130604145/
/PRNewswire-USNewswire/ -- The AFL-CIO Housing Investment Trust (HIT) announced today the launch of its HITWIRE service. The news service will inform union members, working families and the public on...
Call It What You Like — New Investing Approach Gains Followers - Bloomberg
2013-05-21T11:55:49.053886-04:00https://www.thetrustedinsight.com/investment-news/86-call-it-what-you-like-new-investing-approach-gains-followers-bloomberg-20130521086/
More than 11 percent of investments under U.S. professional management were selected for companies’ financial performance and their social and environmental responsibility in 2012. That’s $3.74 trilli...
A Foundation Risks All of Its Endowment on Creating Jobs - Grant Makers - The Chronicle of Philanthropy- Connecting the nonprofit world with news, jobs, and ideas
2013-05-21T11:13:06.316578-04:00https://www.thetrustedinsight.com/investment-news/85-a-foundation-risks-all-of-its-endowment-on-creating-jobs-grant-makers-the-chronicle-of-philanthropy-connecting-the-nonprofit-world-with-news-jobs-and-ideas-20130521085/
The F.B. Heron Foundation has attracted attention throughout the nonprofit world with its effort to put all of its investments and grants into projects and companies that fight poverty....
Impact Investing
2013-05-04T17:15:36.054214-04:00https://www.thetrustedinsight.com/investment-news/impact-investing-20130504266/
Steve Case - Revolution Ventures Steve Case (Chairman and CEO, Revolution; Co-Founder, AOL; and Chairman, Case Foundation) describes America Online’s roots as “mission-driven,” but attributes its success to starting as a company with a focus on creating the product as opposed to evangelizing the concept. Case further expresses his belief that impact investing is at its tipping point poised for acceleration, and lays out the wide returns spectrum that exists across the industry
Impact Investing: TIAA-CREF's Amy O’Brien & Neuberger Berman's Ingrid Dyott
2013-04-09T11:58:59.651755-04:00https://www.thetrustedinsight.com/investment-news/impact-investing-tiaa-crefs-amy-obrien-neuberger-bermans-ingrid-dyott-20130409258/
From WealthTrack Part 2 of our series on “impact investing,” making money while doing good. Two investment pros, Neuberger Berman Portfolio Manager, Ingrid Dyott and TIAA-CREF’s Amy O’Brien share their strategies to match financial goals with values. Originally Broadcast on 7/6/12