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November 2020
2020 edition of US SIF Foundation's biennial report on the scope of sustainable, responsible and impact investing in the United States.
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Assessing needs in the regenerative meat and grain sectors to direct capital flows
David LeZaks, Susan Paykin, Jaime Silverstein
Contributors:
Joshua Humphreys, Christi Electris
August 2020
Croatan Institute has conducted an assessment of the capital needs of the regenerative grain and livestock sectors, with an emphasis on small to medium scale post-farmgate supply chain businesses. This paper Regenerative Agriculture and COVID-19 Capital Needs highlights the greatest needs in the regenerative meat and grain sectors to direct the capital flows required to support these emerging sectors.
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Five Years After Launch
October 2019
This report tracks the progress of the nearly 200 foundation signatories of Divest Invest Philanthropy, five years after the initiative was launched. The report showcases leading examples through case studies, and invites other foundations to come along.
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Investing in Regenerative Agriculture across Asset Classes
July 2019
This report quantifies the current US landscape of investments in regenerative agriculture, including in-depth analyses across asset classes, and presents a series of recommendations for investors and stakeholders to build Soil Wealth.
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April 2019
Market studies of regional sustainable investment forums from Europe, the United States, Japan, Canada, and Australia and New Zealand.
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October 2018
2018 edition of US SIF Foundation's biennial report on the scope of sustainable, responsible and impact investing in the United States.
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A Croatan Institute Working Paper
July 2018
This working paper argues that some financial products labelled "green" or "ESG" embed features that undermine financial sustainability and are thus at odds with the sustainability principles implied in green and ESG product ratings. This paper proposes a critical correction to the green and ESG sector to address this.
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Investing in the Expansion of Organic Food and Agriculture in Northeastern North Carolina
March 2018
An economic development prospectus for Northeastern North Carolina identifying opportunities for investing in the expansion of the regional value chain supporting organic food and agriculture.
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September 2017
A human rights analysis of B Corps.
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The Parallel Tracks of the B Corp and BHR Movements
September 2017
An examination of two movements, business and human rights and B Corps, and what each might offer the other if they were to cross-pollinate.
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Financing Resilient Value Chains through Total Portfolio Activation
May 2017
A framework for investing with consideration of food and agriculture across asset classes.
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Creating Sustainable Returns and Strong Communities
January 2017
This toolkit was created by Dave Zuckerman and Katie Parker of The Democracy Collaborative, with contributions from Joshua Humphreys and Ophir Bruck of the Croatan Institute.
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DivestInvest Opportunities in Community-Oriented Climate Solutions
December 2016
This paper explores the rapidly evolving landscape of opportunities to invest in solutions to climate change that pursue both positive environmental and social, community-level impacts.
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The Evolution of Wallace Global Fund's Endowment
November 2016
A case study demonstrating one foundation's approach to mission-related investing.
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November 2016
2016 edition of US SIF Foundation's biennial report on the scope of sustainable, responsible, and impact investing in the United States.
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Integrating LGBT Issues into Total Portfolio Activation
September 2016
A framework for investing with consideration of LGBT issues across asset classes.
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September 2016
Investor statement calling for the full repeal of HB2.
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A Total Portfolio Approach to Fossil-Free Climate Solutions
September 2016
A model portfolio for fossil-fuel free investing across asset classes.
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The Emerging Eco-System for Impact Investing within Southern Rural Value Chains
August 2016
A study on the opportunity for new place-based forms of finance.
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An Evaluation of the History, Success, and Challenges of Fossil Fuel Divestment
April 2016
Thoughts on the background of the fossil fuel divestment movement and strategy
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Integrating Gender into Total Portfolio Activation
November 2015
A framework for investing with gender considerations across asset classes.
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October 2015
A book review of Sven Beckert’s Empire of Cotton: A Global History.
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A Practical Guide for Fiduciaries
Rob Lake
Contributors: Dan Apfel, Vonda Brunsting, Christi Electris, Sandra Korn, Andreea Rodinciuc, Marcie Smith, David Wood, Marguerite Young
September 2015
A Toolkit to help investors examine climate change and various interconnected approaches: integrating climate change into your investments; reducing your portfolio’s carbon intensity, investing in climate solutions, divestment; engaging with corporations, and engaging with policymakers.
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Evaluating the Impact of Public Equity Engagement
Croatan Institute
August 2015
A 2-page overview describing the Impact of Equity Engagement (IE2) Initiative, a multistakeholder initiative launched in December 2013.
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Green Bond Opportunities for Philanthropic Foundations
June 2015
A report focusing on the growing market for green bonds and their potential role as a component of a fossil-free investment strategy for the increasing numbers of foundations committing to divest from fossil fuels.
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How to Scale Up Demand for US Clean Energy and Green Bonds
December 2014
An analysis of investor demand for clean energy bonds, and strategies for increasing investment in renewable energy and energy efficiency.
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Obstacles and Opportunities
November 2014
A paper exploring the relevance of divestment and opportunities for reinvestment for coal mining communities in Appalachia.
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November 2014
2014 edition of US SIF Foundation's biennial report on the scope of sustainable, responsible and impact investing in the United States.
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Key Findings and Takeaways
November 2014
A summary report of Croatan Institute's pilot crowdfunding action learning program.
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Evaluating the Impact of Shareholder Engagement in Public Equity Investing
November 2014
This report investigates the positive outcomes of investor engagement on the environmental, social, and corporate governance practices of publicly traded companies, and proposes a framework for tracking and evaluating the impact of these activities.
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October 2014
A blog post from New Economy Week on a Just Appalachian Transition.
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October 2014
A blog post from New Economy Week on crowdfunding as a form of nontraditional investment in New Economy businesses.
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Models for Collaborative and Democratic Innovation
May 2014
This report is designed to launch a discussion among members of the New Economy coalition -- including the generous funders who support it -- about existing and new models of collaborative funding that could fuel the growth of the New Economy movement.
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April 2014
Leaders of civil society organizations from five continents write to express deep concern about Harvard University’s troubling investments in farmland, forests and other natural resources around the world.
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Understanding Options, Getting Started
January 2014
A report on crowdfunding, and its potential applications in WealthWorks value chains.
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Endowment Management in a Warming World
May 2013
An analysis of portfolio risk from fossil fuels and three pathways toward fossil-free investment opportunities.
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February 2013
A study of US investors’ role in the global land rush.
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Practices at the 100 Largest and Most Influential U.S. Companies
October 2012
A review of the company practices and policies in worker equity at the 100 largest companies in the US-based food and agriculture industry.
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Estimating the Value of Nonprofit College and University Tax Exemptions
September 2012
A new methodology for estimating the value of tax exemptions received by private, nonprofit higher-educational institutions.
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Pathways to a Resilient Future
August 2012
A summary of proceedings from August 2012 San Francisco workshop.
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A Framework for Creating Social and Environmental Impact across Asset Classes
August 2012
A framework and a set of analytical tools to help mission-driven investors understand the specific impact opportunity set that can be pursued across every asset class in their portfolios.
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Social Responsibility, Sustainability, and Stakeholder Relations
July 2012
A comprehensive analysis of the state of sustainable and responsible investing by US institutions of higher education.
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June 2012
This essay provides an historical critique of the French pluralist tradition of social thought and a reappraisal of Georges Gurvitch's cosmopolitan interventions in the twentieth century.
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Transparency and Disclosure of Trustee Conflicts of Interest at Leading Private Colleges and Universities in Massachusetts
April 2012
An analysis of widespread, but poorly disclosed conflicts of interest on the boards of trustees at the 20 wealthiest private colleges in Massachusetts.
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January 2012
A bi-annual report from the US SIF Foundation that provides the most comprehensive quantitative measurement of sustainable and responsible investing in the US capital markets.
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October 2011
A detailed snapshot of alternative investment funds that consider environmental, social and corporate governance criteria in fund management.
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Executive Compensation at Leading Private Colleges and Universities in Massachusetts
September 2011
An in-depth analysis of excessive executive compensation at the 20 most well-endowed private colleges and universities in Massachusetts.
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Searching for Sustainability
August 2010
An exploration of social and environmental global challenges, and possible pathways to a sustainable future.
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Social Costs and Systemic Risks in the Shadow Banking System
May 2010
A critical, comparative analysis of high-risk investing by endowments during the financial crisis.
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A Snapshot of EGA Members’ Leveraged Investment Strategies
December 2008
A report highlighting both the depth and breadth of foundations' involvement in social and environmental investing.
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Fully Leveraging Philanthropic Capital for Environmental Change
October 2008
A report on the growth of mission- and program-related investing by foundation endowments.
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