National Programs
Canadian Impact Investment Matrix
As foundations, endowments, and pensions seek out alternative investment strategies to diversify and strengthen their portfolio, many are beginning to align their portfolio with their core values. Unfortunately, many investors don’t know where to start. With over one hundred investment vehicles available to Canadian investors, the following matrix is an attempt to map out the landscape of investments that achieve both a financial return and a positive social or environmental impact.
We selected asset classes that should be familiar to seasoned investors, with a particular focus on themes that match the missions of many community and private family foundations. We divided the matrix into two sections: Direct investments in projects or companies from debt finance to private equity; and Market investments in stocks, bonds, and ETFs.
This landscape is constantly evolving, and new funds are created every year. This matrix represents a snapshot of the landscape in January, 2011. Although comprehensive, it is not exhaustive. If you know an investment vehicle that has been omitted, please contact us so that we can add it.
Direct Investments
Market Investments
DISCLAIMER: Community Foundations of Canada is not recommending or endorsing any of the investment products in our Matrix. This tool is for informational purposes only, and we suggest you speak to a financial expert before investing.
CONTACT
Betsy Martin
Senior Advisor and Program Consultant
betsy.martin@sympatico.ca
514-488-3682
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