Advancing Impact Through Mission-Related Investing (MRI)

Foundations are increasingly called to ensure that their investments reflect their values, not just their financial goals. But how can leaders balance fiduciary duty with bold, mission-driven investing? Navigate the evolving landscape of mission-related investing (MRI). Create a roadmap to:

• Align mission-driven investments with long-term financial performance.
• Measure and report on social and environmental impact with accuracy.
• Balance risk, return, and mission by applying best practices from community foundations.
• Implement or expand MRI strategies within endowment or foundation portfolios.

Advance investment approaches that generate measurable social and environmental impact while achieving competitive financial returns.