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Impact Investing Portfolios

RSF offers its Donor Advised Fund clients a choice of three 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 OneCalifornia Bank, Legacy Bank, and a first-of-its-kind suite of green housing bonds. Target returns are commensurate with money market accounts and bank CDs.

Download more information on investment strategy, performance, and holdings: Liquidity Portfolio Summary (PDF - 168.97 kB)

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, Ardsley Renewable Energy Fund, Beartooth Capital, and the Generation IM Climate Solutions Fund. Target returns are commensurate with university and foundation endowments.

Download more information on investment strategy, performance, and holdings: Impact Portfolio Summary (PDF - 154.24 kB)

Transformation Portfolio

Designed for donor advisors looking to achieve exceptional social impact and a more direct relationship with their investments. This unique offering is structured as a learning community in which participating donor advisors come together to determine how the Portfolio’s funds will be invested.  The Portfolio is designed to make direct venture and debt investments in enterprises seeking to solve the most pressing social and environmental problems, and is ideal for patient capital investors (the minimum time commitment is five years). Target returns are Core Inflation plus 1%.

Download more information on investment strategy and prospective holdings: Transformation Portfolio Summary (PDF - 153.61 kB)

Learn More

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/