Virtual Learning Opportunity: Journey Toward A Mission-Aligned Portfolio: From Why to How

 

How do you actually implement a mission-aligned portfolio? Although mission-aligned investing is currently a much talked-about subject in impact investing, there are surprisingly limited resources to bring an asset owner along the full journey from the "why?" (a theory of change) to the "how?" (constructing/shifting a portfolio) to the "so what?" (an evaluation framework). This discussion will focus on the link between the why and the how: how to develop a meaningful theory of change and what are the resulting tools and approaches to shift a portfolio. This discussion is inspired by the 10th anniversary rewrite of Rockefeller Philanthropy Advisor's Impact Investing Handbook: An Implementation Guide for Practitioners.

 

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