Sustainability Statement

Sustainability is an over-arching goal of the KL Felicitas Foundation, and principles of sustainability are factored into every investment decision that we make. At KL Felicitas, sustainability is defined in four dimensions, including economic, environmental, social, and spiritual perspective. We call this “holistic sustainability.”

Our minimum requirement today is that an investment not knowingly maximize returns from one of these dimensions at the expense of another. For instance, a potential investment cannot maximize economic return at the expense of environmental and social returns. Similarly, a potential investment cannot maximize environmental return at the expense of social and economic returns. Our goal is to invest in opportunities that demonstrate a blended return, and we believe that this minimum requirement can ultimately develop into a positive blended return expectation.

We are currently working on a way to capture holistic sustainability more methodically in our investment decisions, and relay these factors to our impact investors.


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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