Principles of Investment Stewardship:
Mission-Aligned Investing for Nonprofit Organizations

A Six Ps Framework for Integrating Values, Mission and Financial Stewardship

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YOU KNOW THE SIX PrincipleS. HERE'S WHAT THEY LOOK LIKE APPLIED TO MISSION. 

Commonfund Institute's Principles of Investment Stewardship framework now has a companion volume devoted entirely to mission-aligned investing. Adoption is growing across the nonprofit sector — 29% of private foundations and 26% of community foundations now incorporate impact investing, up from 14% and 16% in 2018 — but the governance structures supporting it often lag behind the commitment.

What the companion volume adds:

  • Each of the Six Ps, applied to mission — what Policy, Portfolio and Performance require when part of the portfolio is measured on impact as well as return
  • The MRI/PRI distinction — what each requires of your Investment Policy Statement, spending policy and liquidity budget
  • A self-assessment checklist — for locating where your institution stands today across all six principles

Complete the form to access your copy, designed for foundations, endowments, independent schools, nonprofit healthcare organizations, and arts and cultural institutions.