Impact Investing on the Rise Infographic Summary
NEPC's 2016 Q1 Poll of Endowments and Foundations
More than half of asset owners are either pursuing impact investing or plan to consider it.
- 53% currently use or plan to consider impact investing
- 22% considered, decided not to move forward
- 25% don't think it's an attractive investment
Among those who have implemented impact investing programs:
Almost all say impact investing offers better alignment with mission.
Rationale for impact investing:
- 94% felt investments aligned with mission
- 31% constituent encouragement
- 25% Board/committee like approach's risk adjusted returns
- 6% Other
Most have implemented impact investing across the entire portfolio.
How programs are structured:
- 50% Overall portfolio
- 25% Within asset class
- 25% Other
86% of investors said they don't expect to sacrifice returns with impact investing.
About the survey:
The NEPC Survey was conducted online by the Endowment & Foundation Practice Group in April 2016. Copyright is held by NEPC.
NEPC, LLC is an independent, full service investment consulting firm, providing asset allocation, manager search, performance evaluation and investment policy services. It works with institutional programs and high net worth clients on both advisory and discretionary basis.
The Endowment & Foundation Practice Group services 118 endowment and foundation retainer relationships, representing assets of $56 billion from offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas and San Francisco.