VALUES
PROPOSITION

How and Why We Transformed Our Investment Model to Align Our Capital with Our Mission

By Bob Bancroft & Napoleon Wallace

INTRODUCTION

Making the Case for Mission-Aligned Investing and Research Highlights

FINDINGS

Our Landscape Analysis of the Mission-Aligned Investing Field

Photo by Pierre-Richard Raphael

‘GO TO THE PLACE THAT IS YOUR OWN’

An Inside Account of the Foundation's Eighteen-Year Journey to Align Investments with Mission

By Lowell Weiss

ACKNOWLEDGMENTS AND APPENDIX

Our goal for this report is to encourage others to embark on their own journey to align their investments with their values. If you need some ideas to help you get started on that journey, please feel free to reach out to us at impact@nathancummings.org. We’ll help make connections to professionals with skills that match your needs.