15 Impact Investing Podcasts To Explore

The past decade of growth in the Impact Investing movement has been impressive. More investors, entrepreneurs, corporations, foundations and nonprofits are investing with the intention of generating both financial and social return than ever before. As the field has expanded, we’ve built a series of tools like the Short Guide to Impact Investing and the 10-year Interactive Timeline to provide information, learnings and insights to those inside the movement as well as those looking to “stick their toe” into Impact Investing.

And others have joined us, with many taking to podcasts to give investors a window into the ins and outs of Impact Investing by showcasing conversations with professionals and leaders in the field. Here’s a rundown of some of our favorites:

Stanford Social Innovation Review Podcast features lectures and talks by leaders in the social change movement. These leaders come from all places and walks of life, but they have one thing in common: they are dedicated to using their businesses and crafts to make a social impact. By telling their own stories, these leaders are able to inspire the listeners to embark on a social impact journey of their own.

Beyond Reports is a monthly podcast that discusses the latest news in the world of sustainability. It features interviews with experts such as Amanda Feldman, Director of the Impact Management Project and Caroline Rees, President of Shift, the leading center of expertise on the UN Guiding Principles on Business and Human Rights. This podcast will bring you the latest on global sustainability from experts in the GRI global community.

Returns on Investment is a podcast from ImpactAlpha. The brief episodes give you the opportunity to quickly learn from leading impact investors. The short tid-bits are a perfect coffee break activity if you’re looking to delve into Impact Investing. The episodes are light, conversational and put things in layman’s terms so anyone can listen in and learn something new.

Next Economy Now, produced by impact consulting firm LIFT Economy, the podcast features pioneering individuals and leaders who are working to use business as a force for good. Highlighting people such as Rose Marcario of Patagonia, John Fullerton of Capital Institute, and Rha Goddess of Move the Crowd, this podcast interviews leaders in a conversational atmosphere that gives them a platform to present how they are working to make a change and how you too can get involved in Impact Investing.

Investing in Impact is a short podcast series produced by The Fletcher Social Investment Group, a student-run organization committed to the study and practice of Impact Investing This group gives students and young entrepreneurs advisory services and information that makes Impact Investing accessible to them. This podcast is an extension of those services that dives deep into the practices of their featured guests, which include investors, organizations, and beneficiaries. Some of these guests include Yigal Kerszenbaum, Senior Program Associate for PRI of The Rockefeller Foundation and  Mitchell Strauss, the Special Advisor for Socially Responsible Investment Finance.

The Impact Investing Podcast includes interviews and conversations with leaders in the Impact Investing movement to help build a community of new investors. By interviewing leaders in Impact Investing, it gives listeners an idea of how to begin and how to delve into socially responsible investing themselves. This podcast takes the larger idea of Impact Investing and boils it down to accessible and understandable information for listeners.

The SRIESG Podcast features relatively short episodes that give how-tos on the ins and outs of Impact Investing and socially responsible investing. The host, Bill Holliday, candidly and casually speaks about how you can make an impact in the world with your capital. Holliday highlights a range of topics that make it easy for readers to find their interest area.

Impact on Record is hosted by three Yale students who are interested in educating the public, and especially young adults, about Impact Investing. When encountered with confusion from their peers, Kodjo Adovor, Jenny Chan, and Kristina Whyte created Impact on Record in order to bring Impact Investing to the mainstream. The podcast features interviews with experts in the field who go through the logistics of Impact Investing and make it easy for listeners to learn how they can get involved.

Social Entrepreneur Podcast is hosted former Fortune 500 executive Tony Loyd. He invites changemakers on the show to spotlight individuals who are investing in impactful causes through their own businesses. He makes a point to invite underrepresented voices on the podcast in order to make Impact Investing accessible to everyone. The podcasts consists of cheerful and lively conversations with small business owners that give people a thorough idea of how they can get into Impact Investing. Some of these changemakers include Alicia Wallace of All Across Africa, Junita Flowers of Junita’s Jar, and Aine Mulloy of GirlCrew.

More Than Money focuses on how people can use their conscience to guide their investing. Host Dawn Carpenter created the podcast in order to bring her doctoral research on the responsibilities of wealth to the public. The podcast encourages listeners to use their ethics and values in order to inform investments. Carpenter presents Impact Investing as an alternative approach to asset management through interviews with leading impact investors.

Financing Social Entrepreneurs is a weekly podcast that interviews social innovation leaders like grant providers, impact investors, foundations and even independent individuals. These people share their backgrounds, how they got into their business, their successes, and failures. All this information gives the listener a well rounded image of what Impact Investing looks like, as well as how they can get involved.

The University of Pennsylvania’s Wharton School of Business hosts a series of podcasts that present the idea of responsible investing that creates a social impact. The different podcasts come together to give the listener a well rounded image of the world of Impact Investing, featuring leaders from the Gates Foundation, the Wharton Social Impact Initiatives and more Impact Investing Leaders. The lively conversations emphasize the importance of using business and investing as a source for good.

Money + Meaning is a new podcast launched by SOCAP hosted by their own Linsday Smalling and Liz Maxwell. This podcast aims to widen the conversation around Impact Investing and the strategies to stimulating social change through finance and partnerships. They come out with new episodes each week filled with relevant and up to date information on Impact Investing today.

The CDC Podcast launched by Development Finance and the CDC, UK’s development finance institution, brings you discussions on the role of development finance firms in the fight against poverty. The podcasts features experts such as Philippe Le Houerou, the CEO of International Finance Corporation and Sir Suma Chakrabarti, president of the European Bank for Reconstruction and Development.  

The Bottom Line, hosted by Drucker Institute’s Rick Wartzman, highlights companies that are advancing social progress. The podcast features conversations with top executives who give insights as to how their companies are fighting against the world’s most pressing problems. Some of these experts include Deloitte Consulting’s U.S. Human Capital leader Erica Volina, as well as Tim O’Reilly, CEO of O’Reilly Media. The conversations with leading changemakers in the world of business will give you the foundation you need to dive headfirst into the Impact Investing world.


We hope these podcasts will help you learn how you can change the the world and invest with impact. Check out our Impact Investing page for more information on the field and to learn how people are joining the movement. Have any other Impact Investing podcasts you think we should keep on our radar? Tweet us @CaseFoundation.

 

Lisa Hall, Senior Fellow at both the Case Foundation and the Beeck Center, and Monica Pizzo, an intern at the Case Foundation, contributed to this article.

35 Impact Investing Conferences to Explore

At the Case Foundation, we hit the road each year to spread the word about Impact Investing movement. We also look to learn about the latest thinking in Impact Investing and work alongside all those who are expanding the world of investors looking for both a financial and social return. Along the way, we are continuously reminded of the impressive global community of impact investors who are dedicated to sharing their discoveries, failures and best practices, and we find these experiences invaluable for our work.

Interested in learning more about Impact Investing? Want to brush up on new opportunities and the latest thinking? Our team has pulled together a list of some of our favorite annual conferences and events where Impact Investing is on the agenda or is a favorite gathering place for those who are committed to investing for impact.

Check out this list of the 35 Impact Investing Conferences to Watch in the coming year and beyond.

  • Vatican Impact Investing Conference, July 8 – 11, 2018, Rome – Hosted by Catholic Relief Services and the Dicastery for Promoting Integral Human Development, Impact Investing experts and Catholic leaders from around the world will convene in Rome to share and evaluate blended finance models and investible vehicles to address systemic challenges of great importance to both the Catholic Church and the global community. These challenges include: Climate Change, Health, Migrants and Refugees, and Youth Unemployment.
  • The Impact Conference at Sustainatopia, July 17-21, 2018, Moscow – This conference gathers leading Global Impact + SRI investors, funds, social entrepreneurs, foundations, nonprofits, B Corporations and policy makers.  Attendees from more than 60 countries share their best practices from a global ecosystem of social, financial and environmental sustainability.
  • Impact Capitalism Summit Nantucket, July 18-19, 2018, Nantucket – Mainstreaming impact and showcasing stewards of capitalism are this year’s themes at the Impact Capitalism Summit run by Big Path Capital in Nantucket. This year’s conference will explore how institutional investors are finding market performance returns by looking at diversity as a potential source of arbitrage.
  • Endowments & Finance Summit, – September 6-7th, 2018, Washington, D.C. –  This summit is a forum at the nexus of philanthropy, finance, investment and policy where C-Suite foundation leaders go to explore the shifting forces in the investment landscape, gain invaluable insights on trends, strategies, and new regulations and have candid conversations about threats to business models.
  • North American Family Impact Investing Conference, September 26-27, 2018, San Diego – During the two days of this conference, family business, office and foundation owners and executives share experiences of Impact Investing and debate the key opportunities and challenges that they face. Meanwhile, experts in academia and industry discuss the infrastructure and how Impact Investing can be scalable.
  • Mashable’s Social Good Summit, September 2018, New York Held annually during the United Nations General Assembly week, the Summit unites a lively community of global citizens and progressive thought leaders around a common theme: #2030NOW. Attendees focus on how we can unlock technology’s potential to make the world a better place. Past speakers have included Jean Case, Shazi Visram of Happy Family, Kathy Calvin of the UN Foundation, Matt Keller of XPRIZE and many more. Watch last year’s summit HERE.
  • Wealth Management Impact Investing Forum, September 2018, location TBD – The RIA Institute’s Wealth Management Impact Investing Forum gathers an intimate group of senior RIA, multi-family office and single-family office executives together with thought leaders and elite providers for an afternoon of discussion and debate about Impact Investing opportunities and risks for wealth managers. The forum focuses on the most critical Impact Investing trends in the individual investor industry and the specific ways in which wealth managers can incorporate these strategies into their portfolio profitably and with measurable impact.
  • Impact Investing Forum North, September 12-13, 2018, New York – The Impact Investing Forum North unites top influencers, both public and private experienced investors, money managers, and service providers that are leading the charge in the Impact Investing space. Defining Impact Investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event hosted each year by the Opal Group.
  • Exponent Philanthropy, September 28-30, 2018, PhiladelphiaThe National conference offers timely and relevant educational content for staff, donors, and trustees at all levels of experience and serving all types of foundations (including community and family foundations) as well as individual donors, donor advised fund holders and managers, philanthropic service professionals, and thought leaders in the field of philanthropy.
  • Net Impact, October 25-27, Phoenix – For more than 25 years, the Net Impact Annual Conference has inspired and informed attendees on the most cutting edge and impactful ideas to change the world. An annual favorite, this event creates a space for the brightest young impact leaders from around the world. With specific paths mapped out for students, new graduates, emerging leaders, and those changing careers, all attendees will leave with their own map of their path to purpose. The event will explore examples of transformational change that defy traditional expectations.
  • GSG Impact Summit The SRI Conference, October 8-9, 2018, New Delhi – The Summit unites hundreds of impact leaders, entrepreneurs, investors, philanthropists, corporates, social sector and government leaders and leading market builders. Together they will explore current and future actions by the GSG, the National Advisory Boards and partners to catalyze the impact economies of the future.
  • High Water Women’s Investing for Impact Symposium, October 17, 2018, New York – High Water Women’s Investing for Impact Symposium has evolved into an important gathering for female impact investors who want to connect with other investors, advisors, and investment professionals. Topics include the practical realities of building an impact portfolio, the opportunities and challenges for acting, the latest developments in Impact Investing and women in the impact investment marketplace.
  • SOCAP, October 23-26, San Francisco – SOCAP convenes thousands of innovators in finance, entrepreneurship, business, government and philanthropy from across social and environmental issue areas to accelerate the market at the intersection of money and meaning.  
  • GIIN Investor Forum 2018, October 30-31st, Paris – The Forum provides a unique opportunity to gain insights from industry leaders, discuss cutting-edge research, and network with over 1,000 global practitioners. Whether you are currently making impact investments or exploring the opportunities, this is an opportunity to take part in the discussions shaping the future of the market. Speakers include executives from the the Rockefeller Foundation, Bain Capital, Blue Haven Initiative, MacArthur Foundation and Catholic Relief Services, to name a few.
  • The Fast Company Innovation Festival, November 2019, New York – Each Fall, thousands of attendees convene in New York City for Fast Company’s unique take on the field trip with 100 plus Fast Tracks. Attendees have the rare opportunity to go behind the scenes at New York City’s most innovative companies where they experience talks, workshops, demos, networking, and sponsor activations. The 92Y also host thought-provoking keynote sessions at companies like Charity: Water, Donors Choose, Swell Investing, Ellevest, Global Citizen, Instagram, Rent the Runway and more.
  • The SRI Conference, November 1–3, 2018, Colorado Springs -The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future. The SRI Conference is the place for professionals interested in responsible investing to learn and network with colleagues, and to grow and deepen their professional understanding of how to make money and make a difference—at the same time.
  • Social Finance Forum, November 7-8, 2018, Toronto –  Now in its 11th year, the Social Finance Forum, organized and convened by the MaRS Centre for Impact Investing, attracts more than 500 investors, entrepreneurs, finance professionals, charity leaders and public service visionaries who are reshaping markets and ensuring that every dollar makes a difference.
  • Sorenson Winter Innovation Summit, February 6–8, 2019, Salt Lake City – The Winter Innovation Summit is the premier cross-industry event in social impact, innovation and investing. Earlier this year the Summit brought together policy makers, funders, nonprofits, and social entrepreneurs to explore the future of social innovation across the globe. More than 700 guests unite for the latest breakthroughs in social impact, innovation, and investing, skiing the greatest snow on Earth and experiencing the 2018 Sundance Film Festival which takes place the same week.
  • World-Changing Women’s Summit, February 2019, location TBD – gathers the most successful women in conscious business for conversations on developing yourself as an authentic, conscious leader in the workplace, how to develop a more inclusive workplace culture, best practices for raising capital and how you can scale your company while staying true to your values. Last year’s gathering included female influencers from Google, the Beneficial State Bank, Solstice, SheO, Pipeline Angels, Seed Spot and B Lab.
  • Economist Impact Investing Forum, February 2019, location TBD – Join Economist editors and 200 financiers, institutional investors, policymakers, academics, impact investors and philanthropists at the second iteration of Investing for Impact: risk, return and the future of the world. This past February speakers included National Geographic Chair and Case Foundation CEO Jean Case, Audrey Choi of Morgan Stanley, Case Foundation board member Sonal Shah of the Beeck Center for Social Impact and Innovation at Georgetown University, Saadia Madsbjerg of the  Rockefeller Foundation, Debra Schwartz of the MacArthur Foundation, Liesel Pritzker Simmons of the Blue Haven Initiative, Amit Bouri of the GIIN and Kesha Cash of Impact America Fund.
  • The Heart Series, February 14-15, 2019, El Segundo, CA – Explores topics like how your company can make an impact, maintaining your brand promise to your customers and the earth, interactive experiences that promote social change, how to activate Millennials and youth and dreaming up big impact partnerships. On site attendees also have plenty of cool eco inspired perks including wellness shakes, meditation resources and massages. That’s my kind of conference!  Speakers include leaders from companies like SOKO, Share Our Strength, CLIP Bar, Nerd Wallet, Blavity and Swipe Out Hunger.
  • Greenbiz Summit, February 2019, location TBD – Leaders from global brands will meet as they discuss and learn the opportunities at the intersection of business, technology and sustainability.  Last year’s speakers included executives from Target, Apple, Bloomberg, and the World Wildlife Fund.
  • Harvard Social Enterprise Conference (SECON), February 2019, Cambridge –  SECON draws almost a thousand practitioners, academics, students, and young professionals. Speakers include influencers and leaders from Omidyar Network, Root Capital, Accion, Mastercard, One Acre Fund, Trillium, Twilio, the Rockefeller Foundation, Accenture and many more.
  • Duke Conference on Sustainable Business & Social Impact (SBSI), February 2019, Durham – SBSI focuses on the theme of working towards solving our greatest social challenges through innovative methods and cross-sector collaborations. The event has grown to one of the largest conference of its kind in the Southeast, with more 500 people attendees who are making the world a better place while looking to the future of social impact and sustainability.
  • SXSW Conference, March 8-17, 2019, Austin – Next year marks the 26th Anniversary of SXSW, the world renowned gathering that unites more than 420,000 people from across the globe. Each year SXSW dedicates itself to helping creative people expand their knowledge and have the opportunity to meet fellow innovators on a mission to change the world. Conference goers take a deep dive into innovative ideas that contribute to a better and more equitable world. Browse past social impact sessions HERE.
  • Confluence Philanthropy’s 9th Annual Practitioners Gathering, March 4-7, 2019, Brooklyn – Confluence Philanthropy’s Annual Practitioners Gathering is a four-day conference where asset owners and their advisors meet at the cutting edge of mission-related investing. This Gathering represents the most advanced foundations, investment managers, and advisors in Impact Investing today.  They are distinguished by a commitment to building the field through collaboration, innovation, and their investments. Join us for deep strategic thinking, critical discussion, sharing and most importantly, fun.
  • Skoll World Forum, April 2019, Oxford – Launched by the Skoll Foundation, the Skoll World Forum accelerates entrepreneurial approaches and solutions to the world’s most pressing problems by uniting social entrepreneurs in a pursuit of learning, leverage and large-scale social change. Past speakers have included president of the World Bank Group, Dr. Jim Yong Kim, Winnie Byanyima of Oxfam International and Hamdi Ulukaya of the yogurt empire Chobani.
  • Yale Impact Investing Conference, April 2019, New Haven – Impact On Record hosts the Yale’s Impact Investing Conference that includes a day of engaging conversation, presentations and interviews about impact investing. Topics include women and wealth, technology and impact, government and policy, impact funds, emerging markets and faith-based investing.
  • Milken Global Conference, April 2019, Los Angeles – Each year the Milken Global Conference brings together the strongest minds in business, government, technology, philanthropy, academia and media to examine global challenges and find actionable and collaborative solutions to some of the most important questions of our time. Watch videos from past conference speakers HERE.
  • Impact Capitalism, April 2019, location TBD –  At Impact Capitalism, you will hear from prominent family offices, institutional investors and influential foundations about what is driving their impact investment decision-making and experience an exciting lineup of discussions, debates, and performances across asset classes and impact themes. Over 300 family offices, asset managers and fund managers representing over $150 billion in investable assets take part.
  • US SIF Annual Conference, May 2019, location TBD –  US SIF Annual Conference gives you the opportunity to network with leaders of sustainable, responsible and impactful investing. Hear from leading investors, CEOs and policymakers, and to learn about new approaches, trends and policy developments in the field.
  • Engage For Good, May 2019, location TBD  – If you work at the intersection of cause and commerce, there’s no other event that focuses exclusively on this work and how to engage consumers and employees with social good efforts. Nearly every global brand for good attends include executives from eBay, Fidelity, J.P. Morgan Chase, Omaze, PayPal, REI, Scholastic, The Home Depot Foundation, Univision Communications Inc. and more.
  • Social Innovation Summit, June 4-6, 2018, San Fransisco – The Social Innovation Summit is an annual event taking place in Silicon Valley which represents a global convening of black swans and wayward thinkers. Where most bring together luminaries to explore the next big idea, they bring together those hungry not just to talk about the next big thing, but to build it.
  • Mission Investors Exchange National Conference, TBD 2020 – Produced every other year, the conference is one of the most anticipated events for impact investors in philanthropy, offering an action-focused, collaborative, and personal space to renew and build partnerships, experience on-the-ground impact investments, share investment opportunities, meet leading voices in the field, and shape the future of the Impact Investing movement.
  • Sustainable Brands Conference, multiple dates, Buenos Aires, Vancouver, Detroit, Madrid, Bangkok and more – the events are held throughout the year in cities around the globe. The Sustainable Brands conference provides another welcomed perspective as sustainability and design leaders gather from around the world to share profitable business models that deliver brand purpose. Join business intelligence, finance and sustainability leaders to discover innovative tools, ideas and methodologies that capture tangible business value and translate it into financial performance.

These conferences bring together individuals who are pioneering the Impact Investing movement—and they create a platform for professionals who are committed to making a difference or want to learn more about this rapidly expanding field. We hope that they will bring new light to the importance of investing for financial and social returns and give a space for new people to join the movement!

We hope these suggestions help you take the next steps on your Impact Investing journey—whatever stage of it you’re on. Have a conference you want us to keep on our radar? Share it with us on Twitter @CaseFoundation!

New Year’s Resolution: Invest With An Eye On Impact

The past decade of growth in Impact Investing movement has been impressive. More investors, entrepreneurs, corporations, foundations and non-profits are investing with the intention of generating both financial and social returns than ever before, and we have seen interest in the subject soar. Yet it is still early days and impact investing has a long way to go. As such, we have many investors circling around impact investing, looking for ways to “stick their toe in the water” and experiment before they make a substantial commitment. If you are in this crowd and are thinking that your New Year’s resolution should be to step up your commitment to maximize profit and purpose and learn more about impact investing, we have created a number of resources to help you. None provide investment advice. Instead, they give you the tools to learn about impact investing, inform your research and be well informed as you contemplate investing with your values in mind.

The Short Guide to Impact Investing: This guide lays out the basic principles and examples of impact investing across the field. The guide’s content reflects crowd-sourced wisdom from dozens of our partners in the space. We kept it short and, we hope, fun to read. We developed a flexible framework and a simple taxonomy to help people get their arms around what impact investing means. Case studies and examples of organizations and investors will help illustrate how to create meaningful, measurable impact.

Impact Investing Network Map: Those inside impact investing and those new to the field often ask “who makes impact investments, and what do they look like?” That is why the Case Foundation built the Impact Investing Network Map. The Network Map demonstrates the publicly available transactions between investors and companies within impact investing. We believe that by bringing the connections between actors to life—looking specifically at the investments that connect them—we can foster a better understanding of the size, breadth, depth and, importantly, the enormous potential of this field. The Network Map is not intended as a diligence tool, but instead offers a way to view the ecosystem more broadly based on data sets made available in the sector.

Finally, it is important to acknowledge and celebrate the pivotal milestones that have led us to today, and to better understand the experiences and lessons learned from pioneers in the field. To celebrate 10 years of growth in the sector, and to highlight these key moments, we put together an interactive timeline. The timeline looks back at the last decade of growth in impact investing, and spotlights the many investors, entrepreneurs and leaders who jumped in and propelled it forward. The moments captured on this timeline are just some of the activities that have helped to shape the ecosystem we have today, but they bring to light the importance of distinct actions that have created opportunities for others and how the movement has progressed in key areas like intentionality, measurement and transparency. While celebrating the progress made over the past decade, the timeline also shows the promise the future holds for impact investing.

As I wrote earlier this year, we believe that forces are at play that demonstrate a promising future for impact investing. A wider and wider range of actors are jumping in, leading others who historically remain on the sidelines to start to explore impact investing allocations. We see Millennials and women playing a greater role in the next decade around how wealth might be deployed with purpose in mind, but we also see continuing momentum from all sectors of the market. Relatedly, we also see a growing number consumers are using their voices, their dollars and their careers to have impact, as well.

While these signs give us hope, there is much more to be done to keep the momentum going. And that is why we are reaching out to those of you looking to learn more about impact investing in 2018, offering the resources you need to learn more about this exciting field. To those new to the movement, we want to welcome you to impact investing! We look forward to you joining a community committed to putting investment dollars to work in the pursuit of profit and purpose.

Bringing the Last Decade of Impact Investing to Life: An Interactive Timeline

Over the past decade, the Impact Investing movement has grown in extraordinary ways. We have seen investors and entrepreneurs from all backgrounds stepping up their commitment to bridge profit and purpose and embracing Impact Investing. In 2017 alone, the Ford Foundation committed $1bn from its endowment, TPG’s Rise Fund surpassed its $1.5bn fundraising target, and the world’s largest pension fund, JPIF, allocated over 1 trillion yen to socially responsible investments.

The pivotal milestones that have led us to where we are today wouldn’t have been possible without the group of innovators who came together in 2007 to formalize the term “Impact Investing.”

To celebrate 10 years of growth in the field, and to highlight these key milestones, we put together an interactive timeline. The timeline looks back at the last decade of growth in Impact Investing, and spotlights the many pioneers who jumped in and propelled it forward.

The moments captured on this timeline are just some of the activities that have helped to shape the ecosystem we have today, but they bring to light the importance of distinct actions that have pushed the field forward and created opportunities for others.

Take a look at the timeline below.


We hope this interactive timeline gives those within the sector an opportunity to reflect on our shared growth. For those who haven’t jumped in yet, we hope it shows the promise of the field as we work towards a future where Impact Investing is the norm.

Impact Investors Are Setting the Tone for Aligning With the SDGs

Earlier this fall we talked about the Sustainable Development Goals (SDGs)—a collective action agenda that offers a coordinated approach to ending global poverty. We were particularly inspired by the strong examples of SDGs providing a unifying framework for corporations to double-down on integrating impact. But corporations are not the only group of actors finding alignment across the SDGs. Some impact investors—a community that continues to grow in size and scope—are already there.

Since the SDGs were formalized in 2015, we’ve seen impact investors reframe their thinking across both measurement and the development of new products. And the data supports this with the latest Global Impact Investing Network (GIIN) Annual Survey reporting 26 percent of the investors surveyed already track performance of their investments to the SDGs. An additional 34 percent plan to do so in the future—this will represent more than half of the active respondents already engaged in Impact Investing. Of the respondents who participated, many cited easier communication of impact (78 percent) and alignment with global development structures (75 percent) as key strengths of using SDG-aligned language.

Advancements in Standards and Frameworks

Standardization around how we invest in—and measure—the SDGs will be critical to truly meeting the Goals. Establishing a coherent set of frameworks that guide investors on “how” will also help us speak the same language. This year alone we’ve seen a thoughtful emergence of some of these SDG-aligned frameworks. Many allow investors and companies to measure how their investments and enterprise activity contribute to “achieving” the SDGs. Different approaches to measuring and integrating the SDGs are a positive sign that they could become best practice around how the sector designs for impact:

  • SDG Compass developed by GRI, the UN Global Compact and the World Business Council for Sustainable Development (WBCSD) provides company-level guidance on measuring and managing the effect and contribution of companies toward the SDGs
  • Toniic—a global action community for impact investors – released a framework earlier this year to allow their investor community to align their investments with the SDGs. These framing facilitated better identification of synergies across global investment opportunities
  • The MSCI ACWI Sustainable Impact Index works across the public markets to consolidate the 17 Goals into five investible themes – basic needs, empowerment, climate change, natural capital and governance. The Index identifies companies that derive at least 50 percent of their revenue from products and services that address environmental and social challenges within these themes, and weights them accordingly.

Innovations in Products and Processes

Impact investors are also leading in other ways, experimenting with actual integration of the SDGs into their decision-making process. For these investors and managers, the SDGs offer guidelines on how they make decisions, the investments they select, the companies they support and how to measure that impact:

  • Encourage Capital, an emerging market-based private equity fund manager has identified five impact objectives all closely aligned with the SGDs—financial inclusion, climate change, sustainable infrastructure, sustainable seafood and water conservation. According to a GIIN Report on the SDGs, Encourage uses the SDGs to “ground the impact outcomes that might be more difficult to conceptualize.”
  • Sonen Capital, a multi-strategy impact investing manager framed its 2015 Annual Report around how its investment strategies link to the SDGs. According to the firm, the SDGS could be good for business, serving as a “compass” to ensure investments can be measured in their contribution to the Goals.
  • PGGM, the second largest pension fund in the Netherlands, modified their investment strategy to include “Sustainable Development Investments (SDIs)”. These investments must fulfill regular risk return requirements, while providing a substantial and measurable contribution to one or more SDGs. Aligning across six of the SDGs, PGGM focuses on climate change mitigation, water, food, and health.

The above are only a handful of the innovative experiments and commitments on the part of impact investors to make the SDGs a part of how we invest and what we measure.

To truly end global poverty and achieve the Goals, we’ll need many different folks around the table. Creating a common language for all actors is critical and we should continue to commit to learning from those who are experimenting. We hope that the development of measurement frameworks, investment products and ecosystem building will only increase over time. To facilitate doing that the right way, creating synergy across how we talk about the Goals will take us one step closer to effectively channeling capital to solve our most pressing challenges.

With thanks to Mai Nguyen (Social Innovation Intern at the Case Foundation) for her support in researching this piece.  

B Lab 2017 Best for the World Funds Are Featured on the Network Map

As the momentum for Impact Investing grows, we continue to see organizations raise the bar around standards and benchmarks that begin to measure social and financial performance. This week, we celebrate the release of the 2017 Best for the World Funds list. Utilizing the GIIRS Impact Rating system developed by B Lab, funds can evaluate their impact performance against others in the field. Twenty-eight funds are being  honored as 2017 Best for the World Funds for their deep commitment to having this rigorous and transparent third-party review of their impact. By sharing and comparing fund performance that includes social and environmental metrics, these featured funds help empower the companies that aim to do good in the world.

The Case Foundation is proud to partner with B Lab to showcase the profiles of these 28 leading funds on our Impact Investing Network Map as the two efforts are working towards the same goal: accelerating the Impact Investing movement through transparency and open data.  

Check out the BLab press release here, and feel free to explore the Network Map here.