Construction of an Impact Portfolio: Total Portfolio Management for Multiple Returns
By Jed Emerson, Chief Impact Strategist and Lindsay Smalling, Director of Programming at Social Capital Markets
Publications
& Insights
Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.
The ImpactAssets Handbook for Investors: Generating Social and Environmental Value through Capital Investing
Jed Emerson, Senior Fellow, ImpactAssets and contributing experts from the impact investing field share their insights in this critical how-to guide for investors. Learn practical methods for building an investment portfolio that generates not only financial returns, but also creates positive social and environmental impact in the world.
Total Portfolio Management: One Practitioner’s Approach
By Matthew Weatherley-White, Co-Founder and Managing Director, The Caprock Group
Seed Stage Investing: High Impact, But Not for the Faint of Heart
By Timothy Freundlich, CEO, Jed Emerson, Senior Fellow and Lindsay Smalling, Director of Programming at Social Capital Markets
Choosing Your Impact Investment Advisor
By Brad Harrison, Managing Director, Tiedemann Advisors and Stephanie Cohn Rupp, Managing Director and Principal, Tiedemann Advisors
Targeted Impact: Donor-Advised Funds and Impact Investing
Jointly authored by senior staff at ImpactAssets, RSF Social Finance and Tides Network
Transformational Giving: Philanthropy as an Investment in Change
By Kris Putnam-Walkerly, President, Putnam Consulting Group
Assessing Your Opportunities: The Challenges and Key Practices of Engaging in Investor Due Diligence
By Sandra Osborne Kartt, Director of Investments
The Measurement Challenge
By Sara Olson, Founding Partner, SVT Group
Communicating Impact: Frameworks for Messaging
By Amy Hartzler, Strategic Partnerships, New Dream: More of What Matters
IA Journey to Impact: Initial Steps toward Impact Investing
By Jennifer Kenning, CEO and Co-Founder, Align Impact
Getting to Impact
By Jed Emerson, Senior Fellow
Concluding Thoughts on Mobilizing for Impact
By Timothy Freundlich, CEO and Jed Emerson, Senior Fellow
The ImpactAssets Handbook for Investors is available for purchase on Amazon.
Ready for the next step?
Impact investments are investments made into organizations and funds that generate measurable social and environmental impact as well as financial returns.