- Impact Investing Strategy
- Impact Investing Overview
- Our Impact Investing Strategy
- Monitoring Impact
- Get Involved and Learn More
- Program Areas
- About the KL Felicitas Foundation
In Pursuit of Deep Impact and Market-Rate Returns: KL Felicitas Foundations Journey is a deep-dive analysis of the KLF impact investment portfolio, which provides a model strategy for achieving targeted social and environmental as well as financial returns. The report, released in April 2018, by New Philanthropy Capital, Sonen Capital and the Foundation, also shows that use of NPC’s new Impact Risk Classification framework enables rigorous impact measurement across asset classes.
The research draws lessons from the Foundation’s pioneering impact portfolio that can benefit a broad range of investors, from small family foundations to large institutions, and from those just embarking on impact investing to those well on their way to building an impact portfolio. The Foundation’s $10 million portfolio is 99.5% committed to impact investments, and has delivered a 2.75% annualized net financial return through Dec. 31, 2016, since its inception in January 2006. This beats the industry portfolio-weighted benchmark by 37 basis points.
About the KL Felicitas Foundation
Welcome to KL Felicitas Foundation. The KL Felicitas Foundation was created in 2000 by Charly and Lisa Kleissner.
Our mission is to enable social entrepreneurs and enterprises worldwide to develop and grow sustainably. The Foundation also actively advocates its Impact Investing strategy.
The KL Felicitas’s impact investing strategy works to match the entrepreneurial spirit and business discipline of social enterprise with the significant capital being made available through a growing network of impact investors. Charly and Lisa Kleissner’s personal values, and their conviction of the potential of social enterprises and social entrepreneurs, helps inform how we make investments, and how we identify the most promising innovations for positive social and environmental change in our world.
Please note that the Foundation does not accept unsolicited grant proposals. We make grants only on a proactive basis, and our grants complement our active Impact Investing portfolio.