ESG Investments

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. We gauge our progress [PDF] across a range of outcome measures, including the United Nation’s 17 Sustainable Development Goals (SDGs) and the Global Impact Investing Network (GIIN) catalog of generally accepted impact performance metrics, IRIS+.

ESG Investments

as of May 2021

Fund Name Commitment Date Current Value Asset Class Geographic Focus
Generation IM Global Equity Fund March 2014 $146,918,775 Global Equity Global
Agility Global Equity Impact Fund January 2016 $100,000,000* Global Equity Global
Stewart Investors Worldwide Sustainability Fund October 2016 $33,652,972 Global Equity Global
Ownership Capital Global Equity (USD) Fund March 2017 $78,586,991 Global Equity Global

ESG Investment Total: $355,448,677**

*Reflects committed level; current market value of Agility Global Equity Impact Fund is approximately $96,289,939.
**Reflects current market value of ESG 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.