KL Felicitas Announces New Report on its Impact Portfolio
October 14, 2013
The KL Felicitas Foundation is excited to announce the release of a report detailing the financial performance of the Foundation’s investment portfolio, published on October 14, 2013 by Sonen Capital. The report, titled Evolution of an Impact Portfolio: From Implementation to Results, demonstrates to investors that impact investments can compete with, and at times outperform, traditional asset class strategies while pursuing meaningful and measurable social and environmental results.
This report is written for asset owners, advisors, other intermediaries and anyone interested in learning more about approaches to building diversified impact portfolios anchored in rigorous financial analysis.
Key highlights include:
- A seven year examination of performance between 2006-2012, breaking down the portfolio by the assets allocated to impact investments. By end of 2012, 85% of the Foundation’s portfolio was deployed in impact investments across multiple asset classes and demonstrated the ability to achieve index-competitive, risk-adjusted returns.
- Research on 38 of the underlying investments in KLF’s impact portfolio, which accounted for $37.2 billion of assets under management, suggests the impact sector likely holds significantly larger absorptive capacity.
- Impact measurement continues to improve, as current methodology allows investors to quantify and compare their impact to varying degrees across asset classes.