Are so-called “too big to fail” banks an issue that investors should factor into their decision making? This is the topic we considered in the Trustee Leadership Forum for Retirement Security’s quarterly webinar series, held earlier this month. MIT Professor Simon Johnson and the AFL-CIO’s Director of the Office of Investment Heather Slavkin Corzo spoke […]

On September 15th, the IRS issued new guidance on mission investing by private foundations that clarified that foundations can use their endowments to further their mission without fear of incurring tax liabilities. The purpose of the guidance is to reassure mission investors that so long as they use a clear, prudent process for underwriting their […]

We are excited that our partners at Mission Investors Exchange, along with Arabella Advisors and Exponent Philanthropy, have released Essentials of Impact Investing: A Guide for Small-Staffed Foundations. The Guide includes advice, tools, and case examples designed for foundations with few or no staff who want to align their investments with their mission. IRI Director […]