Advising participating foundations on fossil-free investment in a clean energy transition
PO Box 2044
Durham, NC 27702
201 West Main St
Durham, NC 27701
This case study provides an in-depth look at Wallace Global Fund, a private foundation that has been gradually shifting 100 percent of its endowment into investments that support its mission. The paper focuses in particular on the Fund’s fossil free investment strategy, examples of its high impact private investments, and its criteria for ESG investing.