Category Archives: Mission Related Investing

Sustainable Investing

As philanthropy moves towards impact investing and adopts more blended value approaches, it is worth understanding that there are many different options in this space. PRIs, MRIs, SRI, impact investing, mission aligned investing and sustainable investing all are different takes on how best to deploy capital in ways that generates financial returns while pursuing social [...]

First Loss Capital

The Chronicle of Philanthropy has an excellent new column titled Innovations that “focuses on pioneering efforts by nonprofit organizations to solve social problems.” The first column is about a program of the Lemelson Foundation called First Loss Capital. The program helps nonprofits obtain debt financing by injecting a “cash cushion” into the deal. Should the [...]

Mission Related Investing for Individuals

In my column on the future of wealth management and philanthropy that appeared in Wealth Manager magazine last November I wrote: Mission related investing (MRI) is the term used to describe investments made by philanthropic entities in the pursuit of both financial and social returns. Unlike traditional socially responsible investing that relies on “negative screening”—the [...]

“Investing” & Philanthropy

Tactical Philanthropy reader Leslie Forman, marketing director at microfinance organization Wokai, asks a question: I really appreciate the way you use the language of investment to talk about philanthropy, and I think the long-term outlook is very important, but I have a question about messaging. Whenever I use the word “invest” when talking about Wokai, [...]

Wealth Management & Philanthropy

This article appears in the November issue of Wealth Manager magazine. It chronicles the way that I think the wealth management industry is currently underserving their clients when it comes to philanthropy and social investing. The Next Wave: Part Three By Sean Stannard-Stockton Originally Appeared: Wealth Manager Magazine, November 2008 This is Part 3 of [...]

Wealth Management & Philanthropy

This article appears in the November issue of Wealth Manager magazine. It chronicles the way that I think the wealth management industry is currently underserving their clients when it comes to philanthropy and social investing. This is Part 2 of 3. Please read part 1 and part 3. The Next Wave: Part Two By Sean [...]

SoCap2008 Video

The good people at FORA.tv were at SoCap and filmed a number of sessions. This is the video of the session I moderated on New Wealth Management. The audio is fine on the video, but the mics only fed to the camera, so the large, packed room had trouble hearing us at first. That’s why [...]

SoCap 2008: New Wealth Management Panel

I just moderated what ended up being a standing room only session at SoCap 2008. Don’t tell the fire marshal, but the the audience was a exponentially larger than the room posted limit of 49. It was actually rather exciting to see the “demand” side of equation for social investments beyond capacity and to see [...]

SoCap08 Offer for Tactical Philanthropy Readers

The people behind the Social Capital Markets Conference that I wrote about yesterday want you there to listen to their “rock star line up” of the social capital movement. So as a special offer, they are offering a 30% discount on the conference registration fees to Tactical Philanthropy readers. You can find conference info here [...]

Social Capital Markets Conference

From October 13-15, in San Francisco, the Social Capital Markets Conference (SoCap08), will bring together a rock star line up of the social capital movement. Speakers include: Matthew Bishop | THE ECONOMIST Jed Emerson | BLENDED VALUE Doug Bauer | ROCKEFELLER PHILANTHROPY ADVISORS Carla Javits | REDF Jim Fruchterman | BENETECH In addition, there will [...]