Impact Investing

Mission

Build an ecosystem to mobilize and align new investment capital to incubate and/or scale effective community solutions in San Diego.

Vision

We envision a San Diego region with adequate capital to address and solve its most pressing problems utilizing strong evidence based practices and collaborative efforts. We envision a connected and robust impact investing environment with a range of investment opportunities and a pipeline of innovative solutions. Our goal is to catalyze $100 million of new investment in our community by 2025.

San Diego could be a model for the nation to think differently about how communities can work together, break down silos and achieve real social, environmental and economic results. To achieve this vision we need to develop an impact investment ecosystem that effectively connects all stakeholders across San Diego’s diverse landscape.

Value Statements

  • Collaboration: We believe that working together enhances and adds value to all of our work.
  • Creativity: We believe that solutions to challenges can come from a variety of sources and encourage thinking outside the box.
  • Innovation: We believe that we need to think differently, act differently and explore new ideas to solving intractable problems.
  • Risk Tolerance: We are willing to support a range of solutions knowing that not all will be successful.
  • Synergy: We know there is extensive overlap and opportunity to align work and focus on commonalities.
  • Tolerance for Developmental Process: We are willing to work through the messiness of building the market infrastructure, recognizing there is not a linear or easy approach.
  • Humility: We recognize that there are some things we do well and some things that others do better.  We are committed to being reflective in identifying what is needed to advance our goals.
  • Transparency: Given that many of us have individual and organizational interests that intersect with this work, as well as those of the broader network, we are committed to being transparent about our interests, potential conflicts, processes and results.
  • Outcome Orientation: We are focused on results and the impact of the work supported.
  • ROI and SROI: We believe in balancing financial and social/environmental impacts.
  • Action Orientation: As a group we are focused on actionable efforts to demonstrate the power of these investments.

 

 

File: 

Resources

Program Materials

Program Materials from Sustainable and Impact Investing

Published: 
09/2017
In late July we explored impact measurement in traded securities, when Bruno Bertocci described how he is developing protocols in this area. On September 19, Stephen will broaden this discussion by sharing his insights into private market impact investing, current debates in the field, the role of the Wealth Management industry in mobilizing such investments and reaching greater scale, and the application of impact thinking in listed markets.
Find More By
Resource type 
Funding Area 
Program Materials

Program Materials from Impact Reporting for Impact Investing: State of the Art Portfolio Analysis

Published: 
07/2017
Hear from Bruno Bertocci, UBS Asset Management, about the $2 billion mandate handed to him and his team by PGGM (the giant Dutch Pension fund) to develop a portfolio overlay that, on an individual security basis, provides an impact report that then rolls up into an aggregate portfolio impact report. Bruno's team at UBS has teamed up with CUNY and Harvard School of Public Health to work on this groundbreaking project. He will bring the tools he has developed to an interactive discussion about how you can bring this thinking to your impact measurement and reporting, whether you are at the...
Find More By
Resource type 
Funding Area 
Program Materials

Program Materials from PRI: Program Related Investments

Published: 
06/2017
Program-related investments (PRIs) are an exciting tool foundations can use to make that possible -- and still have it count towards their charitable distribution requirement. They're the perfect tool for sparking and scaling new ideas, and are surprisingly easy to make. This event will walk you through an educational primer on PRIs, including adding color to the tool's history and intent, current landscape and trends among other foundations, legal specifics, and simple ways to start making them.
Find More By
Resource type 
Funding Area