Programs & Events

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

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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, to be released at MIE’s 2020 National Conference in May.
Members, log in to view the Virtual Learning Opportunity recording. If you have any questions, or challenges logging in, please contact our Program Coordinator, Karla, at [email protected].

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