Resources / Links

Global Impact Investing Network (The GIIN):
The GIIN is a non-profit organization dedicated towards one end: increasing the scale, quality and effectiveness of impact investments. The GIIN tends to be focused on a more institutional approach, which is a critical stepping stone towards driving larger amounts of capital towards Impact.

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Impact Reporting and Investment Standards (IRIS):
Much like The GIIN, Impact Reporting and Investment Standards (IRIS) brings transparent and rigorous standards to a world that needs both. But whereas The GIIN is geared more to organizations who wish to report on their own social performance. Although the difference is subtle, it is important: IRIS seeks to help organizations understand their own impact and to report it to other, whereas GIIN helps third parties analyze enterprises.  

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Global Impact Investment Rating System (GIIRS):
The Global Impact Investing Rating System (GIIRS) is a brainchild of the team at B-Laboratory and the Rockefeller Foundation. In a world of vague and opaque methods of measuring impact, the GIIRS is quickly becoming the standard by which investors and entrepreneurs articulate and quantify the impact of their capital allocation decisions. In so doing, they bring intellectual rigor and clear (if sometimes aspirational) standards to a style of investing that is in need of both and spark capital flows into Impact by making the end, non-financial result more accessible.  

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Rockefeller Foundation: 
Although the Rockefeller Foundation is primarily a grant-making institution, they are committed to the idea that every one of their initiatives, and (eventually) all of their investments, will offer clear, transparent, impact across a range of tightly-defined missions. More to the point with regard to what we are doing, they are a passionate open-source leader and a catalyzing investor in creative, progressive and unconventional deals. In other words, they are willing to take risks where few other foundations dare, and in so doing wedge open the door to institutional-scale impact. Their website is a treasure chest full of practical information.  

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Confluence Philanthropy:
Confluence Philanthropy is an international organization representing a diversity of institutions, charitable asset types, personal and professional roles, and programmatic missions, all sharing a commitment to mission-aligned philanthropy. By supporting the work of its members - private, public and community foundations, individual donors, and investment advisors - Confluence catalyzes philanthropic capital towards mission-aligned investment strategies. This direct engagement via an array of education programs translates learning and connection into concrete action among its member community. These programs promote mission alignment through the full breadth of asset classes, investment vehicles and advocacy strategies. Offices are based in New York City at The Rockefeller Brothers Fund and in downtown Oakland, California.

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Impact Assets:
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social, and environmental  returns.  Their donor advised fund (The Giving Fund), impact investment notes, and field building initiatives enable philanthropists, other asset owners, and their wealth advisors to advance social or environmental change through investment.

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Social Capital Markets: 
SOCAP exists for one reason: to activate an international market at the intersection of money and meaning. In this, the organization tends to place as much emphasis on the "soul" of money, characterizing the exchange of capital less as a transaction than as a relationship. A fascinating approach which derives much of its force from the writing of Rudolph Steiner a German economist, philosopher, sociologist, biologist and professor. Their annual gathering in San Francisco tends to be a remarkable gathering of people from around the world who seek to build a different relationship with their capital, and who see impact investing as the path to doing so.  

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B Corporation: 
B Corporation is a certification awarded by the non-profit think tank B Laboratory. B Lab's mission is to redefine "success" for business by including the mandate for sustainability in the operations of any business which seeks a B Corp certification. Most importantly, as you'll see on their website, these guys are capitalists... with a social mission. The CAPROCK Group is a proud founding B Corporation, and we love the way these guys think and lead.  

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Toniic: 
The best way to describe Toniic is that it is a loose, international organization of committed, active angel and early-stage investors who place their capital in the hands of entrepreneurs whose businesses address the fundamental needs of people and planet. Although the individual amounts of committed capital are not huge, when aggregated, they have the ability to transform small companies, to create new markets, to experiment with unconventional business and funding models and to harness a formidable amount of experience from within their ranks.  

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KL Felicitas Foundation: 
Created in 2000 by Silicon Valley entrepreneurs and committed impact investors Charly and Lisa Kleissner, the KL Felicitas foundation has become a leading voice in transitioning a portfolio from conventional assets to impact. Along the way, they have inspired hundreds (if not thousands) to re-examine their assumptions around capital allocation, return assumptions and positive change. Perhaps most importantly, the Kleissner’s lead with conviction and action… and share their experience broadly.

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The F.B. Heron Foundation:
Heron's founding mission was (and continues to be) helping people and communities help themselves out of poverty. Originally Heron funded home ownership, education, access to credit and similar programs in service to this assumption; but in 2011, their beliefs and strategic vision shifted. With markets still reeling from the 2008 financial crisis, it was apparent that poverty, in the United States, had become structural. Today, Heron looks to invest in organizations that shift the metrics of the economy as a whole, by measuring the positive and negative social impacts of enterprises, as well as by providing data standards and comparability for like-minded investors and managers.

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The McKnight Foundation:
In 2014, The McKnight Foundation committed to investing $200 million, or 10% of its $2 billion endowment, in strategies that align more closely with McKnight’s mission. These investments generate financial return and drive program learning, while advancing their philanthropic impact as good stewards of their mission. It is McKnight's expectation that, eventually (and after a great deal of learning through experimentation), 100% of their endowed assets will be invested in support of the foundation's mission.

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Impact Alpha:
ImpactAlpha is redefining business media around social and environmental value, just as impact investing is redefining finance. Led by David Bank, ImpactAlpha is a major new media brand that tells the stories, frames the narratives, identifies the leaders and calls the trends happening in the impact marketplace. A morning-must-read for anyone tracking the discipline.

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MaxImpact:
Maximpact Ecosystems offer start-to-end support for social entrepreneurs, non profits, capital deployers, governing bodies and multilateral institutions wishing to change our planet for the better. Their mission is to provide a marketplace in which holistic and sustainably focused organizations (that benefit many in the way they're run) are fostered to help expand/improve aid for individuals. One of the few places on the web for curated, partially vetted, impact deal flow insight.

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Big Path Capital:
Partnering with business owners to grow robust, profitable businesses and generate solid financial returns without compromising core values and mission. Big Path also connects venture capital and private debt fund managers with mission-aligned institutional investors around the world. They are the global leader for impact in the private equity sector. They also host a kickass annual conference that has been called "The Davos of Impact Investing".

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Casei3:
Where academic rigor meets practical knowledge on the emerging field of impact investing. CASE (Center for the Advancement of Social Entrepreneurship), is an award-winning research and education center housed in the Fuqua School of Business at Duke University, which promotes the entrepreneurial pursuit of social impact through the thoughtful adaptation of business expertise. The mission of the CASE Initiative on Impact Investing (i3) is to explore and support the field of Impact Investing over its critical period of development (the next 5-10 years). They have, and continue to, curate a rich set of resources around the topic. Disclosure: Matthew Weatherley-White, Managing Director for The CAPROCK Group serves on Casei3's Board of Advisors. And the fact that our impact investing initiatives share an acronym - i3 - is pure coincidence.

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Blue Haven Initiative:
Blue Haven Initiative seeds and reaps the intersection of High-Performing-Financial-Investments and Social-and-Environmental-Impact-Investments. Working closely with The CAPROCK Group, Blue Haven manages a diversified portfolio across all the traditional asset classes. In-house, they manage an evergreen portfolio of venture investments that are creating positive social or environmental impact. They are invested in enhancing industry innovation.

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Gary Community Investments:
Gary Community Investments was built on the premise that overcoming persistent issues of inequality, and lack of opportunity, requires a new way of thinking and investing that combines business and philanthropy. Accordingly, they invest all of their philanthropic, near market-rate and market-rate capital in pursuit of their vision; solutions and (healthy) futures for Colorado’s low-income children and their families. As an organization GCI — which includes the Gary Community Investment Company and The Piton Foundation — is known for transparency, taking smart risks, bringing to bear a remarkably sophisticated approach to data utilization, and humility.

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Toniic:
Picture a global financial ecosystem that creates positive social and environmental impact — that's what Toniic's vision is. They're a community composed of and catering to individuals, family offices, foundations and funds. Toniic increases the velocity of money and services into impact investing to address global challenges. Members of the global action commit to discover, evaluate, nurture and invest in financial products – in all asset classes – that promote a just and sustainable economy. At a more granular level, a subset of TONIIC members collaborate on The 100% Initiative: a coalition of investors committing themselves to deploying 100% of their capital towards creating durable, measurable social and environmental value.

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Social Venture Network:
SVN is a community of the world’s leading social entrepreneurs working together to create transformational innovation, growth and impact. The concept behind Social Venture Network is best summarized by a quote from Josh Mailman, "We decided to build a new paradigm: one in which business operates to add value to society — without compromising the well-being of future generations." SVN seeks to empower leaders and leverage companies to cultivate a just, humane and sustainable world. If you are interested in getting involved in direct impact investing deals, SVN is a great place to start.

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Honeybee Capital:
Honeybee Capital reconnects investing with the real world. They provide long-term, thematic research, focused on topics like behavioral finance, impact investing, and complexity science, with a particular interest in applying the principles of biomimicry to investing. Honeybee Capital believes that investing with a framework based on the regenerative design found in nature produces optimal and profitable investment decisions, leading to a regenerative economy, and supporting resilient communities. Even more compelling, the founder retired from one of the world's leading asset management complexes to attend Harvard Divinity School. How awesome is that?!

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Canopy:
Canopy wants to bring capital back home to strengthen communities. To that end, they offer an alternative to the recurring theme of global capital flowing anywhere opportunities are large enough to warrant the price tag. They are a collaborative platform that collects sophisticated institutional research and finds/creates local (Pacific Northwest) investment opportunities with financial returns. The work Canopy is doing will ensure a long-term pipeline of regional investments that can withstand the rigor of institutional due diligence and attract new sources of capital.

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LINKS TO THIRD PARTY WEBSITES

This site may contain links to other Web sites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of CAPROCK. These links are solely for the convenience of visitors to this site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. CAPROCK does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by CAPROCK.

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About i3:

The great challenges we face –energy, food, medicine, the environment, etc. – will stretch the imagination and determination of entrepreneurs, government and society. We believe that the intersection of money and mission, of the invisible hand and the "invisible heart", will provide the answers we need. Impact Investing: redefining the meaning of capitalism.
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i3@thecaprockgroup.com

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