The paper provides a framework to help impact investors expand the scope of investing in LGBT issues across asset classes. It is the first effort to structure a total portfolio approach thematically around LGBT equality.
A group of investors has released a new white paper, Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation. The paper was prepared by Croatan Institute with the guidance of the Social Justice Fund Northwest, Out Leadership, and Trillium Asset Management.
In a statement organized by Trillium Asset Management, Croatan Institute and the New York City Comptroller, investors representing $2.1 Trillion in collective assets under management are calling for a full repeal of North Carolina’s notorious House Bill 2.
In a statement organized by Croatan Institute, Trillium Asset Management, and New York City Comptroller Scott M. Stringer, investors representing over $2.1 trillion in assets under management are calling for a full repeal of North Carolina’s notorious House Bill 2.
On September 15, from the main stage of the 2016 Social Capital Markets conference (SOCAP), at Fort Mason in San Francisco, Croatan Institute President and Senior Fellow Joshua Humphreys announced the release of an educational fossil-free investment portfolio, the Divest-Invest Clean 15.
This publication presents the “Clean 15,” the first fossil-free model portfolio developed by the Clean Portfolio Project.
This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes.
This study helps value chain practitioners understand emerging opportunities to tap into new place-based forms of finance.
On March 10, Croatan Institute President and Senior Fellow Josh Humphreys presented at Confluence Philanthropy’s 6th Annual Practitioners Gathering in Cambridge, Massachusetts. Humphreys spoke on a panel titled, “Looking Beyond Next Quarter, Changing Our Thinking About Timelines and Return,” in which he focused on long-term investing and the problem of endowments.
Croatan Institute President and Senior Fellow Joshua Humphreys presented at the Community Foundation Circle Fourth “Immersion,” which took place at Evins Mill in Smithville, Tennessee, from March 7-9.
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