Mission Related Investing

Mission Related Investing (MRI), or Mission Investing (MI), is used primarily by foundations and other mission-driven organization. This approach aligns financial assets with mission-outcomes in an effort to meet targeted financial returns and amplify the impact of programmatic activity. MRI includes both traditional investments, that seek market rate returns, as well as Program Related Investments (PRI), where the primary intent is a high level of mission-aligned impact.

Mission Related Investing is fast becoming a favored investment strategy among foundation officers, who are finding more and more opportunities to fulfill their fiduciary obligations while advancing their philanthropic missions. This is due, in large part, to an expanding range of impact investment possibilities across a broad spectrum of asset classes. Foundation officers now have at their disposal a range of investment tools. These include:

High Impact Opportunities Aligned to a Specific Mission

• ESG Private Equity Funds
• Green Real Estate Funds
• Community Impact Loan Funds: Domestic and International
• Small Business Loans and Equity Investments
• Micro Finance Funds

Impact Opportunities with Broad Mission Alignment

• Sustainable Managers, Mutual Funds and ETFs
• Government Credit
• Taxable Bond Managers with a focus on CRA

Do No Harm /Avoid Negative Mission Impact Opportunities

• SRI Screened Managers, Mutual Funds and ETFs
• Government Credit
• Taxable Municipal Bonds

To learn more:
More For Mission Campaign
Rockefeller Philanthropy Advisors Practical Guide to Impact Investing