Mission-Aligned Investing

Each year, the Rockefeller Brothers Fund is required by law to distribute five percent of its endowment for charitable purposes. Given the enormous and complex challenges facing today’s increasingly interdependent world, the Fund has worked over the last decade to leverage the remaining 95 percent of its financial portfolio to advance its mission to help build a more just, sustainable, and peaceful world through Mission-Aligned Investing.

A case study by The ImPact tells the story of the Rockefeller Brothers Fund Mission-Aligned Investing.

Our board of trustees, Investment Committee, and Outsourced Chief Investment Office look to a rigorous Investment Policy [PDF] that enables the Fund to achieve its long-term financial objectives while aligning its investments with its programmatic priorities. The Fund’s Mission-Aligned Investment Efforts [PDF] include divestment from fossil fuels, impact investments, investing using environmental, social, and governance (ESG) criteria, and leveraging shareholder voting rights. Five years after announcing its decision to divest, the RBF released Investing in Our Mission, a case study detailing how its mission-aligned investment strategy produced returns that beat market benchmarks.