The ImpactAssets Handbook for Investors

Generating Social and Environmental Value through Capital Investing

Edited by Jed Emerson

Publication date:

03 October 2017

Publisher

Anthem Press

Dimensions:

229x153mm
6x9"

ISBN-13: 9781783087297

"The ImpactAssets Handbook for Investors" offers an introductory overview for investors interested in generating financial returns with the creation of social and environmental impact. In addition to discussions of portfolio structure and strategy, the handbook offers an overview of due diligence necessary to assess potential investments, a discussion of communications and performance measurement issues and other factors key to managing capital for multiple returns. While not an “answer book,” "The ImpactAssets Handbook for Investors", with contributions from some of the field’s leading experts in impact investing, offers practical insights and presents critical questions every investor should consider in creating an investment strategy and executing the deployment of investment capital.

List of Contributors; Introduction, Jed Emerson; 1. Construction of an Impact Portfolio: Total Portfolio Management for Multiple Returns, Jed Emerson and Lindsay Smalling; 2. Total Portfolio Management: One Practitioner’s Approach, Matthew Weatherley-White; Case Study 1; 3. Seed Stage Investing: High Impact, But Not for the Faint of Heart, Tim Freundlich, Jed Emerson and Lindsay Smalling; 4. Choosing Your Impact Investment Advisor, Brad Harrison and Stephanie Cohn- Rupp; Case Study 2; 5. Targeted Impact: Donor- Advised Funds and Impact Investing, Jointly authored by senior staff of ImpactAssets, RSF Social Finance and Tides Network; 6. Transformational Giving: Philanthropy as an Investment in Change, Kris Putnam-Walkerly; 7. Assessing Your Opportunities: The Challenge and Key Practices of Engaging in Investor Due Diligence, Sandra Osborne; Case Study 3; 8. The Measurement Challenge, Sara Olsen; 9. Communicating Impact: Frameworks for Messaging, Amy Hartzler; 10. A Journey to Impact: Initial Steps toward Impact Investing, Jennifer Kenning; Case Study 4; 11. Getting to Impact, Jed Emerson; 12. Concluding Thoughts on Mobilizing for Impact, Jed Emerson and Tim Freundlich; Appendix: Impact Investing Resources; Notes on Contributors; Index.

“A much-needed guide for investors seeking to both understand the impact investing landscape and engage their own portfolios for impact. Full of examples and resources to provide guidance and insight along the journey.”
—Ron D. Cordes, Co-founder, Cordes Foundation