Reports
Building an Impactful Faith Portfolio: A Foundational Guide to Impact Investing for Faith Institutions
July 28, 2021
Calvert Impact Capital is delighted to share our new publication: "Building An Impactful Faith Portfolio: A Foundational Guide to Impact Investing for Faith Institutions." This guide is written for faith institutions and their financial decision makers—chief investment officers, finance staff, investment committee members, and financial professionals – seeking to incorporate impact investments into their portfolios. We highlight the key steps and considerations, which include establishing an Impact Strategy and integrating it into investment policies and due diligence/sourcing questions. The guide includes many resources and examples from fellow faith investors and impact experts.
This publication is the second in a series of resources for faith investors that we are rolling out this year. Our first guide, "Advancing Faith Values Through Impact Investing: A Short Guide for Faith Investors and their Financial Professionals," offers an introduction to impact investing and the opportunity it presents for a faith investor's portfolio. Our third guide in the series will focus on Impact Measurement & Management (IMM) for faith investors and will be published in September.
We hope that our series of practical guides will encourage and inspire faith investors to position their portfolios to advance a more just, equitable and sustainable world. We welcome inquiries, feedback, and collaboration.
