Investing in the Community

Learning the Basics: 

Read through a quick guide to some fundamental concepts in community investing: 

The Power and Impact of Community Investing

IEN approached specialists within the Community Investing space to get their perspectives on the value of Community Investing, understanding how to incorporate such investments in ones portfolio and how to truly make an impact regardless of varying levels of assets under management.

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Maximizing Returns to Colleges and Communities  

A handbook on community investment by the Responsible Endowments Coalition 

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IEN Curated Resources: 

Publications & articles

A library of publications and articles IEN has developed on community investing

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Webinars and online workshops 

Recordings of webinars that IEN has hosted on community investing 

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Access event summaries and panel recordings on community investing

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Collection of thought leadership by network members and partners on community investing

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Invest with Community Development Finance Institutions (CDFIs)

Community Loan funds and Community Development Finance Institutions offer endowments cash or fixed income like investments that have a positive impact on the surrounding community.  They have a risk/return profile that can make investments suitable for the fixed income or cash portfolio dependent on the tenor of the note or CD.  When used as a cash investment, endowments may want to consider laddering investments as the loans made generally have a 1 - 10 year tenor and these investments cannot be sold on the public market.

  • Step 2: Evaluate and Invest
    • Many CDFI's are rated by an organization called Aeris which rates both the financial stability and impact of the organization. A few have been rated by Standard & Poors rating agency.

Peer Examples


Sample Investment Policy Statements 

  • 🔐 Sample Sustainable Investing Policies: You can see a comprehensive list of sample policies curated by IEN.[member only resource]


Additional Resources

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