If a potential investment meets the Foundation’s basic investment criteria, an Investment Evaluator form is completed to assist in final due diligence. Investment Evaluators are customized forms that the Foundation uses to document the investment’s alignment with the impact investment strategy. Evaluators also serve as a baseline to identify relevant impact indicators that the Foundation will track over time to measure its own effectiveness.
Charly and Lisa Kleissner received the Grand Prix Prize in Philanthropy by BNP Paribas for their global work in impact investing. Read More >
Lisa Kleissner authored a blog post for the Stanford Social Innovation Review titled Creating a Better Future Through Transparency, about the need for more investors to share their impact performance data.
