Recent & Upcoming Projects

Mission Investing: A Framework for Family Foundations

photo of young Indian girl - cover of case

Case Study Development

In partnership with the Michael & Susan Dell Foundation, the Initiative developed Mission Investing: A Framework for Family Foundations, a case study on the evolution and impact of the foundation's visionary mission impact investing program. The case provides a guide for other organizations to increase or begin their impact investing practice as well as offers exposure to impact investing in the classroom from the philanthropic sector’s perspective. The foundation’s pioneering investment activity parallels NYU Wagner’s own pioneering role in being the first to train public service graduate students in the field of impact investing.

Read the Executive Summary of the case here

Read the full case here

definition of Market aspect of MISSION framework

Market-Based Solutions for Social Impact

As the foundation’s experience in impact investing has shown, facilitating or amplifying market-based approaches to social issues can be highly effective. While social enterprises cannot solve all the needs of those who are underserved, they can play a vital role at the intersection of market opportunity, demand, and proper investment tools. This blog post, authored by Scott Taitel, Clinical Professor of Public Service and Director of Social Impact, Innovation & Investment at the NYU Wagner Graduate School of Public Service, discusses theses concepts in an exploration of the Market aspect of the framework.

Read the full blog post here

infographic of MISSION framework

MISSION Investing Framework

To develop the case, SII analyzed more than 40 program-related investments made by the foundation to date and developed a MISSION framework to document the filters the foundation uses to evaluate potential investment opportunities. The framework represents Market, Impact, Scale, Sustainability, Incrementality, Organization, and Next considerations. Family foundations and others looking to begin or expand an impact investing practice may use the MISSION framework to analyze new investment opportunities.

 

Download the full MISSION framework here

NYU Impact Investment Fund

Student-Led Impact Investing Fund

In a joint project with the NYU Stern School of Business and NYU School of Law, students will develop, manage, and maintain an impact investing fund that aims to generate both financial and social returns.

Find out more about the NYU Impact Investment Fund

Who Benefits? Symposium on Diversity and Inclusion in Social Finance

In partnership with the Ford Foundation, the Initiative hosted a day-long symposium that assessed the state of diversity and inclusion in impact investing in New York City, and defined an agenda for additional research, education, and advocacy to establish frameworks to fuel greater equity in social finance policy and practices. The symposium convened executive decision-makers from the social finance community.

Read the white paper on the Symposium