The urgent and overlapping challenges we are faced with in our current moment — racial injustice, climate change, the COVID-19 pandemic, and more — require us to reexamine how we engage with the capital markets and the role that impact investing can play in addressing these crises. Increasingly, foundations are taking stock of their resources, including their endowments, and reflecting on innovative and bold ways to deploy them.
But what does investing from the endowment actually mean, and what difference does it make? This evolving resource library explores Mission-Related Investments (MRIs), a tool used by foundations to place more — or all — of their assets in service of mission or impact.
Read on for key questions, strategies, perspectives, and resources intended to guide foundations on their path to using MRIs. We recognize this is just one topic that covers a broad and growing field of interest. As such, we encourage you to review our other resource libraries which explore intersectional topics such as place-based investing, racial equity investing, and more.
This library is growing! If you have any feedback or additional MRI-related resources to share, please contact Natalie Garcia.
Assess your current investment portfolio against your organization’s values.
Include your board and other key decision-makers as part of the journey.
Consider a range of asset classes, investment policies, and approaches.
Change takes time. Carve out space for reflection, learning, and improvement.
The Latest From Endowment Investing
Learning the Basics
Understand what MRIs are, how organizations can use them, and the impact potential of MRIs.