Thematic Investments

Thematic Investments support the mission or program(s) of our Foundation. Thematic Investments seek financial returns approximating the average risk adjusted returns of similar investments made without regard to the mission or the programs of our Foundation.

Current Thematic Investments include:

  • Beartooth Capital I, II
  • Core Innovation Capital I
  • DWM Microfinance
  • FAIM
  • Microvest I, II, Plus, Short Duration
  • Minlam Microfinance Fund
  • Purpose
  • Sail Safe Water Partners
  • Self-Help Credit Union
  • Sonen US Core Fixed Income
  • Sonen Global Fixed Income
  • Sonen US Equities
  • Sonen Global Equities
  • Southern Bancorp CD
  • Urban Partnership Bank


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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