For those seeking a better ROI: Return on Impact
Impact investors are individuals or entities who make investments with the intention to generate social and environmental impact alongside a financial return.
Being intentional about desired non-financial outcomes is core to impact investing or values-based investing. Impact investing can, and often does, produce market rate returns while also lowering the volatility of your investment portfolio and can sometimes achieve outcomes not possible with traditional philanthropic giving. More reasons to consider impact investing. Worldwide, more than $25 trillion is invested with consideration of ESG (environmental, social and governance) factors. In the United States, socially responsible investing (SRI) assets have grown 33% to nearly $9 trillion in just the past two years. Here in the Greater Philadelphia region, there’s a growing movement to align financial assets in ways that build a more equitable and more sustainable economy that works for everyone.
Meet investors who lead by example.
Thinking beyond the financial returns of an investment is not new to Philadelphians. Benjamin Franklin was a pioneer. Today, the Philadelphia Chapter of the Social Venture Circle is the oldest and most active in the world’s largest early-stage impact investing network.
Investors interested in the purpose-driven investment models include individuals, foundations, and organizations of all types and sizes. Our regional impact investors typify this variety with superlative distinction and the positive outcomes they help generate create a smarter, healthier, more resilient Philadelphia region.
Tony Hitschler, founder and CEO of Brandywine Asset Management, invests $500,000 annually into early stage ventures focused on solving education, health, and environmental problems.
Most foundations utilize just 5% of their assets towards their mission by issuing grants. But the investments associated with their endowments are often not aligned with their mission. Here in the Philadelphia region, the Patricia Kind Family Foundation has aligned 100% of their endowment with their organization’s mission.
In 2018, the Reinvestment Fund launched the PhilaImpact Fund, an impact investing product that provides funding for place-based and community development projects right here in the Philadelphia region.
We welcome more investors to join the impact investing movement and create those positive outcomes for this place we all call home.
Make the Impact Capital Pledge.
The goal of this initiative is to engage local investors and catalyze new impact/mission-aligned investments that advance 21st-century social, environmental, and economic solutions for the benefit of our region. Learn more!
Join ImpactPHL Investor Roundtable.
Join the Impact Economy
Global Impact Investing Network (GIIN) provides a platform for investors to take part in the impact investing industry. GIIN Members gain access to industry information, tools, and resources to enhance their capacity to make and manage impact investments and connect with one another.
Social Venture Circle is the world’s largest and most active early-stage impact investing network and its most active chapter is right here in Philadelphia!
ImpactAlpha is redefining business media around social and environmental value, just as impact investing is redefining finance. ImpactAlpha is an instrument for the growing number of people who believe our most pressing social and environmental challenges represent the biggest business opportunities of the 21 century.
Social Capital Markets (SOCAP) is a network of investors, entrepreneurs, and social impact leaders addressing the world’s toughest challenges through market-based solutions. SOCAP’s flagship event each fall in San Francisco is the leading gathering for impact investors and social entrepreneurs. SOCAP 365 is an ongoing event series serving the rapidly growing network of impact investors, social entrepreneurs, conscious corporations, philanthropists, government agencies, and innovators in every sector. The SOCAP Blog is another great resource.
Mission Investors Exchange is the leading network of foundations engaged in impact investing. Our 200 members comprise a vibrant community committed to tackling the world’s most intractable social and environmental issues, from climate change and global health to education and quality jobs.
The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the premier annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future.
The F.B. Heron Foundation Heron’s mission is to help people and communities help themselves out of poverty. The foundation works with a diverse set of investment strategies focused on fostering economic innovations and practices that lead to long-term economic opportunity and prosperity for all.
MaRS Centre for Impact Investing A leading force in growing the impact investment market in Canada. It creates innovative ways for investors to fund social enterprises and charities with investments that create both a financial return for them and a dividend for society.