Corpus Impact First Investments

Corpus Impact First Investments are typically Program Related Investments. Unlike other PRIs in the foundation’s portfolio, which are paid out of the foundation’s annual 5% payout, Corpus Impact First Investments originate directly from the foundation’s corpus. In this way, these investments are treated as a part of the foundation’s overall investment portfolio, with an expected financial return and related risk.

However, these investments are “Impact First” and thus optimize expected positive social or environmental returns as a priority, and carry minimum expected financial return.

KL Felicitas Foundation Corpus Impact First Investments include:

  • BioLite
  • RSF Social Investment Fund
  • Living Forest

 


Rockefeller Foundation Case Study of Toniic’s T100 Project

This 2018 Rockefeller Foundation case study of the Toniic T100 Project “shares the significant efforts of a network of investors to document and analyze the impact of a collection of impact investment portfolios. … Our hope is that other mission-oriented investors can draw lessons from Toniic’s experience to strengthen their own impact measurement practices.”
Download the report.

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