RESOURCES

Our research, consulting, collaboration, and convening outputs have many forms. Here you can find our publications and videos of many of our recent convenings.

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AccountabilityEquity & Inclusion

Investor Statement on North Carolina House Bill 2

The signatories to this statement stand together against North Carolina House Bill 2 (HB2).

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Equity & InclusionFrameworks & Data Analytics

Investing in Equality

This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes.

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Equity & InclusionResilient Communities

Placed-Based Investing for Resilient Rural Development

This study helps value chain practitioners understand emerging opportunities to tap into new place-based forms of finance.

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Equity & InclusionFrameworks & Data Analytics

Investing for Positive Impact on Women

This paper applies the Total Portfolio Activation framework to help mission investors maximize their social and environmental impact across their entire portfolios and to generate positive benefits for women and girls.

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Climate Solutions

Action on Climate

This Toolkit is intended to help investors examine climate change from different angles.

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AccountabilityFrameworks & Data Analytics

Impact of Equity Engagement Overview

The initiative aims to develop a standardized reporting system for documenting and evaluating the impact of public equity engagement, to integrate public equity investors in conversations about social and environmental impact investing, and enhance public understanding of the full array of engagement opportunities available to investors in listed equities.

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Climate Solutions

Fixed Income Investing in Climate Solutions

This report provides an overview on green bonds, the projects they finance, the challenges the market is facing, and the opportunities for foundations to support the market as it rapidly takes off.

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Climate Solutions

What Investors Want

This report tracks their progress, showcases leading examples through case studies, and invites other foundations to come along.

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AccountabilityFrameworks & Data Analytics

The Impact of Equity Engagement

This report investigates the positive outcomes of investor engagement on the environmental, social, and corporate governance practices of publicly traded companies.

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Climate SolutionsFrameworks & Data Analytics

WealthWorks Crowdfunding Action Learning Program

This paper summarizes Croatan Institute’s pilot crowdfunding action learning program; highlights key successes, challenges, and lessons learned; and provides recommendations for future work.

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AccountabilityFrameworks & Data Analytics

Report on US Sustainable, Responsible, and Impact Investing Trends 2014

This report found that sustainable, responsible, and impact investing assets have expanded 76 percent in two years: from $3.74 trillion at the start of 2012 to $6.57 trillion at the start of 2014.

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Climate SolutionsResilient Communities

Fossil-Free Investment for a Just Appalachian Transition

This paper addresses the effect that the growing movement for divestment from fossil fuels and investment in more sustainable opportunities has had on the Appalachian region

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