Allocate a % of the portfolio to specific impact or to a manager with ESG expertise
The network has created a non-comprehensive list of sustainable investment products in each asset class that (1) incorporate ESG factors, (2) apply exclusions or (3) focus on a specific impact. Each asset class category below is linked to a spreadsheet that provides firm name, product name, strategy description, investment minimum, vehicle types, expense ratio and availability for several dozens of investment products as well as links to the firm website where you can learn more. The investment options are provided as a beginning point in the diligence process not the end. It is meant to introduce potential investment products to endowment professionals and their advisors to help better align the endowment with the institution's mission.
Public Fixed Income and Cash (Includes Community Loan Funds and other CDFI's)
The Intentional Endowments Network has become aware of these products through members of our network and other connections but has not fully diligenced these products. The spreadsheets are in beta mode with information being completed as researched and updates being made as new products become available.