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. Recognizing the growing attention to and relevance of the United Nation’s 17 Sustainable Development Goals (SDGs), the RBF has elected to use the SDGs as a standard for categorizing ESG and impact investment metrics [PDF].
ESG Investments as of May 2020
|Fund Name||Commitment Date||Current Value*||Asset Class||Geographic Focus|
|Generation IM Global Equity Fund||March 2014||$112,473,628||Global Equity||Global|
|Agility Global Equity Impact Fund||January 2016||$100,000,000*||Global Equity||Global|
|Stewart Investors Worldwide Sustainability Fund||October 2016||$25,795,205||Global Equity||Global|
|Ownership Capital Global Equity (USD) Fund||March 2017||$72,788,881||Global Equity||Global|
ESG Investment Total: $267,539,369**
*Reflects committed level; current market value of Agility Global Equity Impact Fund is approximately $56.5 million, which excludes the $12 million that has been classified as part of the RBF's Impact Investments.
**Reflects current market value of ESG Investments; excludes the $12 million that has been classified as part of the RBF's Impact Investments.
The above is provided for information purposes only and is not an offer to sell, or a solicitation of an offer to purchase, any shares in any underlying pooled vehicles or managers named therein.