We do not tell our clients what their mission objectives or financial goals should be or prescribe one-size-fits-all solutions. Instead, our approach is grounded in understanding the financial, mission, and organizational context of each client and the importance of these parameters in crafting and executing the mission investment strategy that is right for them.

To help clients navigate the profusion of mission investing approaches and opportunities, we focus them on two distinctive entry points:

  • Market-led: Start with an existing financial objective and asset allocation and search for strategies and managers that fit within these parameters, while also having positive mission impact.
  • Mission-led: Start with a mission objective and search for ways to drive similar or greater impact than what would be achieved from a grant portfolio while generating some financial return.


Our Approach to mission-driven investment


Market-led

  • Market rates of return
  • Off the shelf funds, managers, and transactions
  • Lower investment costs
  • More defined track record
  • Often less direct mission impact

Mission-led

  • Often below market rates of return
  • Tailored transactions to priority mission areas
  • Higher investment costs
  • Less defined track record
  • High degree of mission impact
© 2008–2012 Imprint Capital Advisors. Web design by designOlah