Investment Topic: Mission-Related Investing

CA Answers December 2019
What Risks and Opportunities Are You Focused on as We Enter 2020?

We see opportunities to deploy capital in some niche areas of the investment landscape and reshape (or at least re-evaluate) some areas of the portfolio. Simultaneously, we are closely monitoring the lurch toward protectionist trade policies and their impact on global economic activity.
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Research Report August 2019
Pathways to Sustainable Investing: Insights from Families and Peers

Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
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Chart Book September 2018
Mission-Related Investing: Insights and Perspectives

Investor approaches to mission-related investing (MRI) are as varied as the social and environmental outcomes they seek to achieve. Based on responses from 148 clients—54 of which are engaged in mission-related investing—this chart book explores trends in the structure, implementation, and governance of MRI programs; investor motivations and perceived challenges; and expectations for future growth…
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Research Report July 2018
Social Equity Investing: Righting Institutional Wrongs

There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.
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CA Perspectives May 2018
Venture Capital and Impact Investing: Blurring Boundaries Mean New Opportunities

Impact investing – allocations that aim for social and/or environmental change or to solve a problem in the world – has historically stood apart from “traditional,” financial-return driven investing. But increasingly in several asset classes, including venture capital, an exciting convergence of variables is blurring the boundaries, perhaps turning this old distinction on its head.…
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CA Perspectives September 2017
Navigating the “Alphabet Soup” of Mission-Related Investing

Mission-related investing. Socially responsible investing. Impact investing. Sustainability investing. Environmental, Social, and Governance. Also known as: MRI, SRI, II, SI, ESG. The lexicon of mission-related investing can sometimes feel like “alphabet soup.” There is no universal framework for the terminology and the strategies that we include under the umbrella of mission-related investing are expansive—and often…
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Research Note September 2017
Newly Issued Guidance for UK Pension Schemes Emphasizes Need to Consider ESG Factors

Sustainable investing and the consideration of environmental, social, and governance (ESG) factors continue to gain prominence. The new 2017 investment guidance for defined benefit (DB) schemes from The Pensions Regulator (TPR) in the United Kingdom has material new ESG content. This follows similar guidance for defined contribution (DC) schemes issued last year. Cambridge Associates has prepared this short piece to summarise this guidance and its implications for pension scheme investment strategy, including how we might help.
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