Impact Investing


DECEMBER 2019

Diversity and Inclusion: Not Optional

Anna Kastrilevich, senior research associate, explores how promoting workplace diversity and inclusion can have material business consequences beyond the value of taking a moral stance.

APRIL 2019

ESG and Impact Investing: Q1 2019 News Highlights

Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup highlights new growth for ESG strategies, commissioned research on the state of diversity in the U.S. asset management industry, and the dreams and shortcomings of the Opportunity Zone investment program.

JANUARY 2019

ESG and Impact Investing: Q4 2018 News Highlights

Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup includes highlights from US SIF Foundation's biennial report assessing sustainable and impact investing in the US, the launch of The Diversity Project, and proposed guidelines issued by the IRS for taxpayers electing to defer capital gains by investing in economically distressed communities.

OCTOBER 2018

ESG and Impact Investing: Q3 2018 News Highlights

Institutional investor interest in incorporating environmental, social, and governance (ESG) factors into investment decision making continues to grow. Callan reported that 43 percent of U.S. institutional investors surveyed in 2018 incorporate ESG information into their decisions, up from 22 percent five years ago.

AUGUST 2018

Exploring Faith-Based Investing at the Vatican Impact Investing Conference

Alex Paul, managing director, portfolio management, attended the Vatican Conference on Impact Investing in Rome, which explored the role that values-based and faith-based investing can play in addressing challenges important to both the Catholic Church and the global community.
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