ESG Investments

  • Haze and pollution over eastern China as captured by a Sea-viewing Wide Field-of-view Sensor satellite.
    Photo courtesy of NASA SeaWiFS Project.

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 August 2019

Fund Name Commitment Date Current Value* Asset Class Geographic Focus
Generation IM Global Equity Fund March 2014 $107,771,445 Global Equity Global
Agility Global Equity Impact Fund January 2016 $100,000,000* Global Equity Global
Stewart Investors Worldwide Sustainability Fund October 2016 $23,760,481 Global Equity Global
Ownership Capital Global Equity (USD) Fund March 2017 $65,698,522 Global Equity Global

ESG Investment Commitment Total: $262,981,563

*Reflects committed level; current market value approximates $65.7 million.