Mission-Related Investing: Current Practices and Views of Non-Profit Investors

In early 2016 we surveyed our nonprofit clients to explore current institutional thinking and practice in the mission-related and impact investing space. The results presented in this report are organized
around three main topics:

• Implementation Themes and Strategies
• Structure, Governance, and Measurement
• Expectations for Future Growth

These findings provide direct insights into the ways in which investors are structuring and implementing MRI programs, as well as honest evaluations of the challenges they face in doing so.

In concert with our topical research and fieldbuilding efforts in the MRI space, the views and actions of practitioners as expressed in these survey results paint a more holistic picture of the MRI landscape at large and will better enable us to support the diverse social and environmental goals pursued by our clients.