Summary

“This report combines analysis of aggregated portfolios, survey data, and personal stories from participants to illuminate the 100% impact investor experience. We begin by sharing why these investors are creating more positively impactful portfolios – identifying their motivations for impact and “going all in.” We then introduce them through their personal stories, demonstrating the diversity, resolve and rigor of their approaches. Next we explore how they got started, and what processes and procedures they followed to commence their respective journeys. We then share select investment strategies and an analysis of the aggregate portfolios through the lens of entity type and asset size. Finally, we address performance, both impact and financial, before concluding with our key takeaways, and debunking of myths.”