Impact Investing Portfolios
RSF offers its Donor Advised Fund clients a choice of innovative Impact Investing Portfolios designed to achieve deep social impact while growing philanthropic dollars.
The mission-driven strategy behind each Impact Investing Portfolio works in concert with the charitable intentions for establishing an RSF Donor Advised Fund. Unlike other Donor Advised Fund investment programs, RSF invests directly in enterprises and funds with core social and environmental missions to ensure greater mission-alignment and the deepest impact possible.
RSF has identified and invested in unique social and environmental opportunities that span asset classes, issue areas, and return profiles, ensuring that our clients can match their philanthropic goals with one of our portfolios.
Liquidity Portfolio
Designed for donor advisors seeking to maintain account balances for active grant making. This portfolio includes a mix of cash and liquid, fixed-income funds, and is comprised primarily of deposits with leading community development and environmental banks, and bond offerings that support economic development projects, affordable housing, and environmental initiatives. Current investments include deposits with Southern Bancorp, Self Help Credit Union and Latino Community Credit Union. Target returns are commensurate with money market accounts and bank CDs.
Impact Portfolio
Designed for donor advisors seeking to grow their accounts over time. This portfolio is diversified across asset classes and invests in institutional-quality funds that address global challenges in the areas of climate change, resource depletion, poverty, disease and illness, and corporate responsibility. Current investments include FJC Agency, Cascade Sierra, Beartooth Capital and Lyme Timber. Target returns are commensurate with university and foundation endowments.
Download for more information:
Impact Investing Portfolio Summary 2012 Impact Investing Portfolio Holdings 2012
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For more information about RSF’s Impact Investing Portfolios, please contact Taryn Goodman at 415.561.6195 or taryn.goodman@rsfsocialfinance.org.
- Printed from http://rsfsocialfinance.org/services/investing/impact-investing-portfolios/
