PO Box 2044
Durham, NC 27702
201 West Main St
Durham, NC 27701
May 23, 2017
A group of investors released a new white paper, Impact Investing in Sustainable Food and Agriculture across Asset Classes: Financing Resilient Value Chains through Total Portfolio Activation. The paper was prepared by Croatan Institute with the guidance and close collaboration of Iroquois Valley Farms, the Maine Organic Farmers and Gardeners Association (MOFGA), Organic Agriculture Revitalization Strategy (OARS), RSF Social Finance, Root Capital, and Trillium Asset Management.
A December 2016 survey conducted by the Global Impact Investing Network found that impact investment assets allocated to the food and agriculture sector had a compound annual growth rate of 32.5 percent since 2013. Using the Total Portfolio Activation approach, the paper provides a framework to help investors expand the scope of investing in sustainable food systems across common portfolio asset classes such as cash, public equities, and fixed income, as well as alternative asset classes such as private equity, venture capital, and real assets. It is the first of its kind to structure a total portfolio approach thematically around sustainable food and agriculture.
“Whether your focus is on redeveloping the resilience of local foods systems or fostering sustainable approaches to agriculture at a more global scale, impact investors have a critical role to play in financing links across the value chain,” said Joshua Humphreys, president of Croatan Institute, senior strategist of OARS, and a co-author of the study. “As this research shows, impact investment opportunities in this rapidly evolving field now extend across asset classes, and Total Portfolio Activation provides a useful framework for investors to understand those opportunities and re-allocate their portfolios to seize them.”
For more information, contact Kristin Lang at kristin [at] croataninstitute.org.
The paper is available here.
The full press release is available here.