Investment Essentials Module 4: Mission Investing

If you are new to foundation investing, find out what you need to know beyond the numbers to make sense of and guide your foundation’s investments. In this five-part virtual seminar, we’ll cover the basics: investment policy statements, implementing your strategy (and whether to hire someone to help), building portfolios, mission investing, and an up-to-date assessment of current market conditions.

In this module, you will:

  • Learn about the evolving landscape – SRIs, MRIs, and PRIs
  • Understand how mission investing can play a role in your portfolio
  • Hear about sustainable investment performance, and comparison with broader market benchmarks
  • Learn how to get your board from conversation to action

Speakers

Jackie VanderBrug
Managing Director and Head of Sustainable & Impact Investment Strategy for the Chief Investment Office (CIO)
Bank of America Private Bank

Jackie drives consideration of sustainability throughout the investment process for Bank of America Private Bank and Merrill, including thought leadership, strategy development, client experience and portfolio construction for individuals, institutions and foundations. Her career includes roles at Criterion Ventures, iBasis and the U.S. Congress. She is an Aspen First-Mover fellow and co-founded WORK IN PROGRESS, a social enterprise focused on career development for underprivileged youth. Jackie co-authored the 2016 book Gender Lens Investing: Uncovering Opportunities for Growth, Returns, and Impact.

Danielle M. Ward, CFA®, CAIA®, CSRIC®
Managing Director, Senior Institutional Portfolio Strategist
Bank of America Private Bank

Danielle is responsible for advising non-profit clients on matters of investment policy, asset allocation, portfolio construction and fiduciary oversight. Danielle specializes in sustainable and mission-aligned investing, working with non-profit clients across the country to align their investment portfolios with their values and mission, helping them achieve both financial returns and societal impact.