Impact Investing Resources

SBA is excited to work with the broader community of non-profit, foundation and investment organizations to promote the growth and development of America’s impact investing industry.  The organizations below each house a tremendous volume of information on the practice of impact investing, the shape of the industry, the challenges it faces and ways to move forward.

Selection of Impact Publications:

Investing for Social & Environmental Impact – Monitor Institute

The Monitor Institute’s 2009 report describes the emergence of the impact investment industry and provides key definitions that have helped guide the industry’s development over the past several years.

Spotlight on the Market: The Impact Investor Survey – J.P. Morgan Social Finance & The GIIN

JP Morgan and The GIIN have been conducting surveys of the impact investment industry for the past several years.  The May 2014 survey provides the latest information about market trends, industry performance and deal flow, among other topics.

Private Capital, Public Good – National Advisory Board on Impact Investing

In June 2013, the G8 established an international Social Investment Task Force to identify ways government, business and philanthropy can help develop the impact market.  The U.S. National Advisory Board, which report to the task force, recently issued a report that looks specifically at measures that can be taken in the United States.

From the Margin to the Mainstream – World Economic Forum

The World Economic Forum has published several reports on the state of the impact market and the best practices of the impact investing industry.  This report focuses on ways impact investing can achieve scale and attract “mainstream” capital.

Selection of Impact Organizations:

B Lab

SBA has signed a Strategic Alliance Memorandum with B Lab, in an effort to build interest in impact investing and social entrepreneurship.  B Lab is a non-profit organization that “serves a global movement of entrepreneurs using the power of business to solve social and environmental problems.”

The Global Impact Investing Network (the GIIIN)

The Global Impact Investing Network (the GIIN) is a “not-for-profit organization dedicated to increasing the scale and effectiveness of impact investing.”  The GIIN makes available a variety of resources, including research on impact investing, a database of impact investment funds called ImpactBase and a membership list that includes many of the most prominent actors in the field.

Rockefeller Foundation

The Rockefeller Foundation has been a major supporter of the impact investment industry since it first gained prominence in 2008.  The foundation provides a variety of resources and reports on its website.

Mission Investors Exchange (MIE)

Mission Investors Exchange is a membership organization for philanthropic investors, such as foundation.  The MIE website has “an extensive library of reports, guides, articles, research, case studies, stories from the field, investment policy templates, and conference and webinar archives.”

INSIGHT at Pacific Community Ventures

INSIGHT is the research arm of Pacific Community Ventures, a California-based community development organization.  INSIGHT is “a thought leadership practice that provides non-financial performance evaluation and policy research services to people trying to solve social problems through business.”

Initiative for Responsible Investment at Harvard University (IRI)

The Initiative for Responsible Investment “promotes the development of theory and practice of responsible investment through research, dialogue and action.  The IRI works across asset classes to build communities of practice around innovative responsible investment strategies and catalyze new opportunities and concepts in responsible investment.”