Impact Investing Handbook

Issue Areas

Impact Investing

Rockefeller Philanthropy Advisors published the “Impact Investing Handbook: An Implementation Guide for Practitioners” to help asset owners turn interest into action. This practical publication features case studies and detailed guidance for individuals, families, foundations, and corporations. Written by Steven Godeke of Godeke Consulting and Patrick Briaud of RPA, it features input from over fifty experts and practitioners.

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In the midst of urgent social, economic and environmental challenges including a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals.

The Handbook covers:

  • The Why Developing a theory of change by merging impact goals with investment goals.
  • The How – Building or shifting a portfolio using the full range of impact tools and structures.
  • The So What Measuring success through leading principles, frameworks, and standards.
  • The Now What  Crafting a realistic implementation plan by following best practices.

Click here to access the complete Impact Investing Handbook.