Investor

Athena Capital

United States of America

Athena Capital is a multi family office and investment manager based outside of Boston Massachusetts with approximately USD 5 billion in assets under management. Athena provides investment advisory and wealth management services to a select group of private clients institutions and endowments. With impact investing mandates growing across its client base Athena is actively integrating impact investing strategies into client portfolios covering a range of geographies and sectors.

Type: Wealth Manager/Advisor

Geography: United States of America

Impact: Access to Financial Services

Investor

Case Foundation

United States of America

The Case Foundation was established in 1997 to reflect the family's commitment to giving back. The foundation has sought to leverage the family's investment capital broad network of passionate people and experience to accomplish a simple mission invest in people and ideas that can change the world.

Type: Foundation

Geography: Africa

Impact: Access to Financial Services

Investor

Confluence Philanthropies

United States of America

Confluence Philanthropy supports and catalyzes the work of private public and community foundations individual donors and investment advisers who are committed to moving philanthropy towards mission aligned investment.Confluence Philanthropy advances mission aligned investing. It supports and catalyzes a community of private public and community foundations individual donors and their values aligned investments representing more than $70 billion in philanthropic assets under management and over $3 trillion in managed capital. Confluence is an international organization with the majority of members based in the U.S. and a handful in Europe Canada and Mexico. Our members represent a diversity of institutions charitable asset types personal and professional roles and programmatic missions but they all share a commitment to mission aligned philanthropy. Annual conferences webinars training specific investment and change strategy translate learning and connection into concrete action. We promote mission alignment when prudent and feasible through a variety of asset classes investment vehicles and advocacy strategies including cash proxy voting shareholder engagement program related investing screening public equities and private equity.

Type: Investment Fund Manager

Geography: United States of America

Impact: Access to Financial Services

Investor

DBL Partners

United States of America

DBL Partners uses venture capital to accelerate innovation in a way that positively affects an organization s social impact as well as its financial success. We strongly believe these two drivers positive social change and a healthy financial performance are inherently connected. DBL invests in and helps nurture outstanding entrepreneurs and companies in Cleantech Information Technology Sustainable Products and Services and Healthcare.

Type: Investment Fund Manager

Geography: Americas

Impact: Access to Energy

Investor

Encourage Capital

United States of America

Encourage Capital is an asset management firm focused on profitable and strategic investments to solve critical social and environmental problems. Systemic problems require systemic solutions and we are building a community of investors foundations market leading companies and non profits to address some of the world s most challenging issues while generating financial returns for our investors.

Type: Investment Fund Manager

Geography: United States of America

Impact: Access to Financial Services

Investor

Ford Foundation

United States of America

The Ford Foundation supports visionary leaders and organizations on the frontlines of social change worldwide. The believe all people should have the opportunity to reach their full potential contribute to society and have voice in the decisions that affect them.

Type: Foundation

Geography: Global

Impact: Access to Financial Services

Investor

Goldman Sachs 10,000 Small Business Initiative

United States of America

Goldman Sachs 10,000 Small Businesses is a $500 million investment to help small businesses create jobs and economic opportunity by providing them with greater access to business education, financial capital, and business support services.

Type: Foundation

Geography: Global

Impact: Access to Financial Services

Investor

JS Slocum

United States of America

Jeffrey Slocum & Associates Inc. was founded by Jeff Slocum in 1986. Slocum provides independent investment advice to institutions helping them to be conscientious stewards of their assets and to document the prudence of their decisions. They serve over 125 institutional clients in the United States and Canada with total invested assets of approximately $116 billion.

Type: Wealth Manager/Advisor

Geography: United States of America

Impact: Access to Financial Services

Investor

Mercer

United States of America

Mercer is a global consulting leader in talent health retirement and investments. Mercer helps clients around the world advance the health wealth and performance of their most vital asset their people. Mercer's more than 20000 employees are based in 42 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE MMC) a global team of professional services companies offering clients advice and solutions in the areas of risk strategy and human capital.

Type: Corporate

Geography: Global

Impact: Access to Financial Services

Investor

Mission Investors Exchange

United States of America

Mission Investors Exchange is the leading network of foundations engaged in impact investing. Our over 200 members comprise a vibrant community committed to tackling the world s most intractable social and environmental issues from climate change and global health to education and quality jobs. Mission Investors Exchange provides an exclusive forum for our members to work together to align more assets to mission whether through grants loans equity investments or guarantees. We connect and convene practitioners of all experience levels so they can exchange best practices and develop new investment opportunities. We educate and activate members so they can partner on deals and drive greater impact. And we leverage our membership network and long experience in the field to ensure that foundations are playing a leadership role in the expanding impact investing ecosystem.

Type: Investor Network

Geography: United States of America

Impact: Access to Financial Services

Investor

Morgan Stanley

United States of America

Morgan Stanley mobilizes capital to help governments corporations institutions and individuals around the world achieve their financial goals. For over 75 years the firm s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance Morgan Stanley will continue to break new ground in advising serving and providing new opportunities for its clients.

Type: Corporate

Geography: Global

Impact:

Investor

Tiger 21

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier peer-to-peer learning network for high-net-worth investors. TIGER 21’s 290+ Members collectively manage over $27 billion in total assets and are entrepreneurs, CEOs, inventors and top executives with backgrounds in financial services, real estate, industrial and consumer goods, legal services, entertainment and medicine.

Type: Investor Network

Geography: Canada

Impact: Access to Financial Services

Investor

Toniic

US

Toniic is a global network of action oriented impact investors both individuals and institutions. They increase the velocity of money and services into impact investing to address global challenges. Their members commit to discover evaluate nurture and invest in entrepreneurs enterprises and funds that promote a just and sustainable economy.

Type: Investor Network

Geography: United States of America

Impact: Access to Financial Services