SouthCol Advisors’ Post

Broad access or limited access? The power of open architecture.

Panelists at TIFF’s 2024 Investment Forum discussed how strategic partnerships, like those with TIFF, empower organizations to make larger, long-term impacts. 💡 From strengthening grant-making strategies to aligning investment policies with community values, open communication and bold vision are key to achieving meaningful change. Click to read more: https://lnkd.in/e2kdd4kC #TIFFInvestmentForum2024 #OCIO #InvestingForGood Links or tags above may be to third party sites not operated by TIFF. We are not responsible for, nor do we endorse, any such third-party content.

How can impact investing jump-start an affordable housing boom in Europe? Bax's Director Rolf Bastiaanssen has been invited to to answer this question alongside an expert panel hosted by Erste Social Finance at Impact Europe's Impact Week next month. Affordable & social housing remain existential challenges to Europe. 1 in 10 city-based Europeans live in a household spending more than 40% of income on housing costs. Around 900,000 people are experiencing homelessness. More affordable housing is needed, and quickly. The panel will explore how local and European impact investment funds can best deploy impact capital to accelerate the building of high-quality affordable housing. Join the session in Bilbao next month: https://lnkd.in/eVqQWnmJ

Mastering the ups and downs of investing requires preparation. Hear what that means for nonprofits and associations at Raffa Investment Advisers.

How is the collective pool of impact-orientated capital likely to grow? Hear from Confluence Philanthropy, McConnell Foundation, Glenmede, Sonen Capital LLC, Fiduciary Trust International as they explore how 100% impact investors are filtering opportunities and the key differences in terms of the investment process relative to a standard market-rate investor. Unlock the full agenda to learn more here:https://okt.to/7pSsOU? #ImpactNA24 #Impactinvesting #Transitioninvesting #SustainableInvesting #ImpactPortfolio #Impactcapital Dana Lanza Amanda Feldman Edmund Piro Kate Huntington Mark Hays

#LatinAmerica #FamilyOffices increase their exposure to #impactinvesting, as a complementary strategy to #philanthropy. Some of the challenges in the region (but that are also common to impact investing in general) include: - Accurately measure and report the social/environmental impact of investments - Use standardized impact metrics - Apply rigorous evaluation methodologies - Develop and use tools that can enhance transparency and credibility - Improve skills and capacities This is "essential for building trust, attracting capital, and driving accountability". https://lnkd.in/eFCbD4Zv

Take 4 minutes out of your lunchbreak to read this insightful blog by investor and PYM Ambassador 𝙄𝙙𝙜𝙖𝙧 𝙑𝙖𝙣 𝙆𝙞𝙥𝙥𝙚𝙧𝙨𝙡𝙪𝙞𝙨 about how he included impact investments into his portfolio. 🧮 Coming from a private equity background 𝙄𝙙𝙜𝙖𝙧 diversifies between funds such as Wire Group and Aqua-Spark, direct investments and grants to (philanthropic) initiatives such as The School for Moral Ambition. His focus is always on the business model and the numbers of each investment and less on the anecdotes. 🌊 He is keen to see systemic change in how investors (private, professional and institutional) take the longer-term interests of a large variety of stakeholders into account and move into impact investing at a larger scale. 👉🏽 Blog here: https://lnkd.in/e-yhGM-X More inspirational stories here: https://lnkd.in/eQ2MWN8p #pym #impactinvestment #diversification #businessmodel #longterminterest

How does your investment oversight need to change when you have a values-based investment strategy?     It’s all about distinguishing between the performance impact of the values and the impact of your investment strategy decisions. #investmentstrategy #esg #sociallyresponsibleinvesting ——   ✉️ Let me know what other nonprofit investing topics I should cover.   📣 Share if you found this helpful.   🔔 Follow me for more insights on investing for nonprofits and associations.  

Check out the latest edition of the Philanthropy Impact magazine to read our Strategy and Sustainable Finance Director Stephanie Glover's thoughts on the importance of implementing the right financial products to enable philanthropists to be closely involved in the process of conducting philanthropy. Learn more about effective structures such as the Guernsey Foundation and the Guernsey Green Fund regime below. #SustainableFinance

How is the collective pool of impact-orientated capital likely to grow? Hear from Confluence Philanthropy, McConnell Foundation, Glenmede, Sonen Capital LLC, Fiduciary Trust International as they explore how 100% impact investors are filtering opportunities and the key differences in terms of the investment process relative to a standard market-rate investor. Unlock the full agenda to learn more here:https://okt.to/Q8EORa? #ImpactNA24 #Impactinvesting #Transitioninvesting #SustainableInvesting #ImpactPortfolio #Impactcapital Dana Lanza Amanda Feldman Edmund Piro, CFA Kate Huntington Mark Hays