Mission-Aligned Investing At A Glance

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General

The mission of the Rockefeller Brothers Fund is to advance social change that contributes to a more just, sustainable, and peaceful world.
As of December 31, 2020, the market value of the Fund’s total investment assets was $1.39 billion.
Each year, the Rockefeller Brothers Fund is required by law to distribute five percent of its endowment for charitable purposes.

Fossil Fuel Divestment

The Rockefeller Brothers Fund announced it would divest from all fossil fuels in September 2014.
As of December 31, 2020, the Fund’s exposure to coal and tar sands is less than 0.1 percent of our total portfolio. (At the time of the RBF’s first comprehensive analysis of its exposure in April 2014, it was 1.6 percent.)
As of December 31, 2020, the Fund’s total fossil fuel exposure is estimated to be 0.3 percent. (In April 2014, it was 6.6 percent.)

Impact Investments

The Fund defines impact investments as investments that both deliver market-rate returns and generate meaningful and measurable impact toward the Fund’s mission.
The Fund has set a portfolio allocation target of 20 percent for impact investments.
As of December 2020, the Fund has $191 million in impact investments, or approximately 14 percent of its total endowment.

ESG Investments

ESG stands for environmental, social, and governance screening criteria.
In addition to its impact investments, the Fund has $355 million in ESG investments, comprising approximately 25 percent of its total endowment, as of December 2020.

Inquiries

For media and public speaking inquiries, please contact Sarah Edkins Lien, Director of Communications, at [email protected]

News and updates

A Cultural Institution's Guide to Mission-Aligned Investing

Upstart Co-Lab's The Guide: what cultural institutions need to know about investing for values and mission describes how impact investing can help cultural organizations multiply their impact and invest in the creative economy.

Five years out of oil, the RBF isn't looking back

The Rockefeller Brothers Fund turned its back on the source of family wealth—and reaped the returns.

Investing in Our Mission

Since committing to fully align our investments with our mission, the Rockefeller Brothers Fund has cut fossil fuel exposure to less than one percent...