ESG investments may not directly advance the Fund’s mission, but are proactively screened for Environmental, Social, and Governance criteria to ensure they reflect our philanthropic vision.
While ESG criteria may differ, they can include factors such as carbon emissions, land use, labor management, health risk, board diversity, and financial transparency.
ESG Investments as of April 2019
|Fund Name||Commitment Date||Current Value*||Asset Class||Geographic Focus|
|Generation IM Global Equity Fund||March 2014||$110,581,772||Global Equity||Global|
|Agility Global Equity Impact Fund||January 2016||$100,000,000*||Global Equity||Global|
|Stewart Investors Worldwide Sustainability Fund||October 2016||$24,091,690||Global Equity||Global|
|Ownership Capital Global Equity (USD) Fund||March 2017||$63,257,072||Global Equity||Global|