Category: Case Studies

Ten Ingredients for Impact Investing

Posted on by Gabriela

Over the last 11 years, The ImPact has partnered with ultra-high-net-worth (UHNW) families working to integrate impact into their investment strategies. This report reflects the insights we’ve gained through that work, highlighting 10 key actions families commonly take as they align their values with their capital.

While resources on the technicalities of impact investing are ample, few case studies on the actual implementation of impact investing in the context of UHNW families and individuals exist.

This report includes: The ImPact’s framework of 10 Key Actions families take as they envision, develop, and implement impact investment strategies. A collection of cases from families and their family office representatives corresponding to each Key Action.

This report was published in partnership with the University of Zurich’s CSP

Case Study: Mission-Aligned Investing

Posted on by admin

This case study explores the Rockefeller Brothers Fund’s mission-aligned and impact investing strategies. Its purpose is to offer actionable insights that families can use as they work to align their investments and their values. While every family is unique, ImPact members have experiences that provide for shared learning.

By understanding the decision points and outcomes of the Rockefeller Brothers Fund case, other families can make more informed decisions as they develop and implement their mission-aligned and impact investing programs.

Case Study: Solving Problems through Capital Markets

Posted on by Gabriela

Jim Sorenson is a successful entrepreneur, business executive, investor, and philanthropist. He
is a pioneer impact investor and plays a leadership role in building the impact investing field
worldwide. Jim believes impact investing is a powerful method for scaling solutions to local and
global challenges, and for creating significant economic value. Jim makes impact investments with
his personal capital, out of the endowments of his foundations (in the form of mission-related

investments), and uses grantmaking capital from his foundations to make program-related investments (or PRIs).

This case study focuses on Jim’s PRIs as they constitute the majority of the impact investments
he makes. Jim uses PRIs as a tool to fill critical market gaps and catalyze financing for scalable
innovations with the potential to improve the livelihoods of poor and marginalized people. While
every family is unique, Jim Sorenson has experiences that can provide for shared learning. Through understanding the decision points and outcomes of Jim Sorenson’s work, other families can make more informed decisions as they develop and implement their own impact investing programs.

Rockefeller Philanthropy Advisors – Philanthropy Roadmap

Posted on by Gabriela

This guide from The Rockefeller Philanthropy Advisors is an introduction to impact investing. It discusses the definition of impact investing, its importance, various strategies and structures, and examples of how it is being utilized by organizations and individuals. The document also outlines the benefits and challenges of impact investing and provides resources for further exploration of the topic.