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Impact Investing

Positive social change. Competitive financial return. Both are possible with impact investing.

 

As impact investing has evolved into a more powerful tool for good, so too has National Philanthropic Trust’s impact investing platform. Today, NPT is helping donors achieve their philanthropic goals by offering both thematic impact portfolios and private impact investing solutions for their donor-advised funds (DAFs).

 

To learn more about the strategies, approaches and impact targets of impact investments for the NPT DAF, read our Thematic Portfolio Impact Reports.

 

Developed in partnership with CapShift, the preeminent provider of impact investment solutions, our platform offers donors two primary options. Those who prefer the ease of a single investing solution may select from our thematic portfolios: Broad Social Impact, Equity and Inclusion, Environmental Stewardship and Gender Lens. These portfolios, which actively pursue social and environmental solutions alongside competitive financial returns, provide donors with a complete, diversified allocation strategy in a single investment vehicle.

 

Donors who wish to build a customized impact investment portfolio to support their personal philanthropic vision may recommend private investments from our curated menu of pre-approved options. While NPT has offered impact investing funds since 2015, our new, industry-leading impact platform offers more choice and more potential to create the change our donors wish to see in the world.

 

We realize that grantmaking alone will not solve the most complex problems facing society. With NPT’s impact investing platform, our donors can amplify their impact by aligning their grants—in support of renewable energy, gender equity or affordable basic services in housing, education and healthcare—with investments that also champion solutions in these areas.

 

To learn more about impact investing with NPT, visit our FAQ page.

 

Please note that these options are available to DAF accounts of $500,000 or more; if you are a new donor, you will need to fund your new DAF account at this level to be eligible.

 

 

 

 

 

To invest in our thematic portfolios:

 

If you are a new donor, you may select from NPT’s thematic impact portfolios when you complete the donor application in the section where you recommend an investment strategy for your DAF.

 

If you are a current donor, you may recommend a new investment strategy at any time and can easily allocate DAF assets into NPT’s impact portfolios. Log in to your DAF account via the donor portal and click on the Investments page to recommend a reallocation.

 

To learn more about the thematic investment portfolios available for your DAF, view our Investment Descriptions and Performance document or continue reading below. 

 

Thematic Impact Investment Portfolios

Icon Equity and Inclusion Portfolio
Equity and Inclusion Portfolio
Icon Environmental Stewardship Portfolio
Environmental Stewardship Portfolio
Icon Gender Lens Portfolio
Gender Lens Portfolio
Icon Broad Social Impact Portfolio
Broad Social Impact Portfolio

Equity and Inclusion Portfolio

Social Impact Goal:
Seeks to narrow inequalities in society by creating economic opportunity that advances equity and inclusion.

 

Financial Goal:
Seeks long-term capital growth and preservation with moderate risk

 

Strategy:

  • Funds companies developing products and solutions for the underserved
  • Invests in companies and municipalities offering fair wages and benefits to employees
  • Screens out companies with poor track records in the way they treat employees, suppliers and the communities in which they operate

 

 

 

 

 

 

Environmental Stewardship Portfolio

Social Impact Goal:

Manages climate change risks and protects and conserves natural resources

 

Financial Goal:

Seeks long-term capital growth and reasonable capital preservation with moderate risk

 

Strategy:

  • Funds companies developing solutions to climate change challenges
  • Invests in companies that have reduced greenhouse gas emissions and overall resource consumption
  • Screens out companies and municipalities with poor environmental practices

 

 

 

 

 

 

Gender Lens Portfolio

Social Impact Goal:

Supports the advancement of women in the workplace and beyond

 

Financial Goal:

Seeks long-term capital growth and reasonable capital preservation with moderate risk

 

Strategy:

  • Invests in companies providing advancement opportunities for women and closing the gender pay gap
  • Lends capital to businesses that are led by women or promote the well-being of women and girls
  • Holds mutual funds with strong financial and social performance that are managed by women

 

 

 

 

 

 

 

 

Broad Social Impact Portfolio

Social Impact Goal:

Advances solutions to global challenges, including conservation, financial inclusion and access to healthcare

 

Financial Goal:

Seeks long-term capital growth and preservation with growth/higher risk

 

Strategy:

  • Funds organizations that lend to low-income families and small businesses that lack access to formal banking
  • Invests in companies developing solutions to aid the least advantaged and help conserve natural resources
  • Screens out companies with poor track records in how they treat employees, the environment and their communities

 

 

 

 

 

 

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