Social Impact Investing

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Fund Fund A Praxis Growth Index Fund I Praxis Impact Bond Fund A Praxis Impact Bond Fund I Praxis International Index Fund A Praxis International Index Fund I Praxis Small Cap Index Fund A Praxis Small Cap Index Fund I Praxis Value Index Fund A Praxis Value Index Fund I Neuberger Berman Socially Resp Inv New Alternatives Fund 'Fund' Parnassus Core Equity Fund Alcohol Tobacco Gambling Defense/ Weapons Animal Testing Products/ Services Environment Human Rights Labor Relations Employment/ Equality Community Investment X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X NS P P P P P P V X X X X R P P P P P NS V X X X X X P P P P P P X Alcohol Tobacco Gambling Defense/ Weapons Animal Testing Products/ Services Environment Human Rights Labor Relations Employment/ Equality Community Investment X X X X R P P P P P NS V Parnassus Fund X X X X R P X P P P P V Parnassus Income Fixed Income Parnassus Mid Cap Fund Parnassus Small Cap Fund Parnassus Endeavor Fund X X X X R P X P P P NS V X X X X R P P P P P P V X X X X R P X P P P P V X X X X R P X P P P P V Pax World Balanced R X R R R P P P P P P V Pax World Growth R X R R R P P P P P NS V Pax World High Yield R X R R R P P P P P P V Pax World Value Fund - Individual Investor Pax World Value Fund - Institutional Class Pax World Women's Equity Fund - Individual Investor Pax World Women's Equity Fund - Institutional Class NS X R X R P P P P P NS V NS X R X R P P P P P NS V NS X R X R R R NS R R NS V NS X R X R R R R R R NS V Portfolio 21 NS X R R R P P R R R P V Portfolio 21 Institutional Sentinel Sustainable Core Opportunities Fund Sentinel Sustainable Emerging Companies Fund SPDR Gender Diversity Index ETF (SHE) NS X R R R P P R R R NS V X X X R R P P P P P NS V X X X R R P P P P P NS V X X X X X X X P P P NS V TIAA-CREF R R R R NS P P P P P NS V Flex Total Return Utilities Fund Vanguard FTSE Social Index Fund X X X X X P P NS P P NS V Proxy Voting Proxy Voting Page 24 of 140
Fund Walden Social Balanced Fund Walden Social Equity Fund Winslow Green Growth Fund Alcohol Tobacco Gambling Defense/ Weapons Animal Testing Products/ Services Environment Human Rights Labor Relations Employment/ Equality Community Investment X X R X R P P P P P P V X X R X R P P P R P X V R R R R R P P NS NS NS NS V xRussell 3000 NS NS NS NS NS NS NS NS NS NS NS X Proxy Voting Separately Managed Accounts According to the 2014 Report on US Sustainable, Responsible and Impact Investing Trends, among separate account managers, 214 distinctive separate account vehicles or strategies, with $433 billion in assets, incorporated ESG factors into investment analysis. Where a separate account is subject to ERISA, there are legal limitations on the extent to which investment decisions can be based on factors other than maximizing plan participants' economic returns. Shareholder Advocacy Shareholder resolutions are filed by a wide variety of institutional investors, including public pension funds, faith-based investors, socially responsible mutual funds, and labor unions. In 2004, faith-based organizations filed 129 resolutions, while socially responsible funds filed 56 resolutions. Regulations governing shareholder resolutions vary from country to country. In the United States, they are determined primarily by the Securities and Exchange Commission, which regulates mutual funds and applies the 1940 Act and by the Department of Labor, which regulates certain plans and applies ERISA. These regulatory regimes require pension plans and mutual funds to disclose how they voted on behalf of their investors. U.S. shareholders have organized various groups to facilitate jointly filing resolutions. These include the Council of Institutional Investors, the Interfaith Center on Corporate Responsibility, and the US SIF. From 2012 to 2014, more than 200 US institutions and investment management firms filed or co-filed proposals. These institutions and money managers collectively controlled $1.72 trillion in assets at the end of 2013. The top categories of environmental and social issues from 2012 to 2014 were political contributions and climate change and environmental issues. Community Investing Community investing, a subset of socially responsible investing, allows for investment directly into community-based organizations. Community investing institutions use investor capital to finance or guarantee loans to individuals and organizations that have historically been denied access to capital by traditional financial institutions. These loans are used for housing, small business creation, and education or personal Page 25 of 140
Page 2 and 3: Turning the Improbable Into the Exc
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Page 26 and 27: development in the US, or are made
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The Board for the CCEG was to inclu
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17 Love Relationship Online dating
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Social Value Act 2012 legislation.
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Development released a report outli
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Benefits and Costs of Social Impact
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UK On 18 March 2010, Secretary of S
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US Massachusetts: The second of two
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US Federal: The U.S. Department of
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would establish a five-year pilot p
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We are dedicated to finding ways to
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In the past, public monies have oft
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indicate that more Americans want t
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Youth" to "Opportunity Youth" in or
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income must file a Form 990. The fo
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In its first three years, SIF has a
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The Office of Social Innovation pri
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of Management at UCLA; and launched
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Notes _____________________________
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Investing for Impact Case Studies A
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Contents What is Impact Investment?
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What is Impact Investment? Impact I
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A case study approach in an asset a
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Segments of Impact Investors High T
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Foundations Like high net worth ind
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in the developed and the developing
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By creating mechanisms through whic
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Asset Allocation Framework Asset cl
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Cash Shorebank Deposit Program fina
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Mezzanine/Quasi Equity Instruments
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Venture Capital Bridges Ventures CD
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Real Estate JP Morgan Urban Renaiss
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absolute return (hedge funds) BelAi
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senior debt Root Capital Impact Fir
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Venture Capital Aavishkaar Impact F
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eal estate Ignia Impact First Inves
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senior debt Root Capital Layered St
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The New York City Acquisition Fund
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Appendix Methodology The Investing
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Websites •• Bridges Ventures: h
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Cash Quasi Equity Public Equity Buy
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SOCIAL IMPACT INVESTMENT: BUILDING
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Global Research 29 November 2010 Im
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Impact Investments: An emerging ass
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Advocacy Foundation Publishers The
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XVI for Drug-Free Communities Landm
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Vol. VIII 2022 ComeUnity ReEngineer
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Vol. XV 2029 Inner-Cities Revitaliz
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The e-Advocate Journal of Theologic
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Issue Title Quarterly Vol. I 2015 I
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The e-Advocate Juvenile Justice Rep
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2018 - The Theological Law Firm Aca
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About The Author John C (Jack) John
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Social Impact Investing

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