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 October 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 June 30, 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 June 30, 2020, the Fund’s total fossil fuel exposure is estimated to be 0.4 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 October 2020, the Fund has $191 million in impact investments, or approximately 15 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 $300 million in ESG investments, comprising approximately 23.8 percent of its total endowment, as of October 2020.

Further Reading

• Divestment Statement [PDF]
• Investment Policy [PDF]
• Mission-Aligned Investment Efforts [PDF]
• Proxy-Voting Guidelines [PDF]
• Diversifying Investment Managers [PDF]
• Assessing Mission-Aligned Investment Efforts[PDF]
• A Five-Year Case Study of Fossil Fuel Divestment at the Rockefeller Brothers Fund

Inquiries

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