Although the term ESG investing was coined in 2005, values-based investing has been around for decades—if not longer. At their core, environmental, social, and governance (ESG) criteria offer a way for endowments and foundations to better align their portfolios with their organizational mission and values. This type of mission-led investing helps demonstrate an added level of commitment to their stakeholders, showing that an organization is willing to walk the talk when it comes to investment practices.
According to CAPTRUST’s 2021 Endowment & Foundation Survey, 30 percent of organizations report growing donor interest in ESG investing. Interested in exploring how mission-led investing can benefit your organization? Watch this webinar recording to hear our experts discuss:
- how organizations use positive and negative screening methods;
- the types of asset classes used by nonprofits; and
- key learnings from organizations that implement values-based investing.