Mission-Aligned Investing At A Glance

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 January 31, 2020, the market value of the Fund’s total investment assets was $1.26 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, 2019, 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, 2019, the Fund’s total fossil fuel exposure is estimated to be 0.9 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 January 2020, the Fund has $178,419,000 committed to 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 $288,076,331 in ESG investments, comprising approximately 22.8 percent of its total endowment, as of January 2020.

Further Reading

Inquiries

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

News and updates

Our Commitment to Support Diversity in the Investment Sector

As part of the RBF's efforts to better align our investment practices with our mission, we have set a new goal to invest 25 percent of our endowment with firms majority-owned by people of color and women.

Reflecting on DEI in Our Investment Practices

Informed by a new report from the Knight Foundation, several foundations have begun to explore how we can better support diversity, equity, and inclusion in the investment space.

Coalition of Foundations Launch the Tipping Point Fund to Scale the Impact Investing Field

With $12.5 million in initial funding, the TPF will begin making grants in 2020 to support the growth and integrity of impact investing.

News and updates

RBF Progress on Fossil Fuel Divestment

As of June 30, 2019, the Fund’s total fossil fuel exposure is estimated to be 1.0 percent.