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Impact investments are investments made with the intention to generate positive, measurable social and/or environmental impact alongside a financial return. Impact investments can be made across all asset classes and social impact areas. Three characteristics define every impact investment:
Impact investments are made intentionally to contribute social and/or environmental solutions. This distinguishes impact investing from traditional investing.
Impact investments seek a financial return on capital that can range from a return of capital to risk-adjusted market rate. This distinguishes impact investing from philanthropy.
A hallmark of impact investing is the commitment of the investor to measure and report the social and environmental performance of underlying investments.
Learn More About Impact Investing
Jeremy Pearl, President and Chief Executive Officer, Miriam and Jerome Katzin Presidential Chair
858-279-2740
* Chart adapted from the Heron Foundation
The Jewish Community Foundation San Diego provides opportunities to invest a portion of your fund for financial return and impact in San Diego. We expect to be adding opportunities in Israel in the future.
The Foundation was the first Jewish community foundation to offer an Impact Investment Pool option that is diversified across all asset classes. JCF also empowers donors to recommend impact investments to specific projects such as affordable housing, economic development, women’s empowerment and racial equity. Learn more about our impact investing opportunities in San Diego and Israel.
Applies a Jewish values lens across diversified asset classes to support environmental and social impact and to support Israel while also earning a competitive financial return. The pool includes an allocation to local San Diego community development. Invest now.
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Download Your Asset Allocation Form
Download June 2024 Performance Report
Learn more about the pool’s social and environmental impact.
To learn more about impact investing, visit these organizations or contact us at the Jewish Community Foundation.
Provides a wealth of information across asset classes, cause areas, investor types and geographies.
Explores investing aligned with Jewish values and serves as the bridge between the Jewish community and the values-based impact investment movement.
Authored by JFN member and impact investor Michael Lustig, this is the first-ever guide to Jewish impact investing, investment in ventures that aim to be financially profitable while also achieving specific social or environmental goals.
Attorney, Morrison & Foerster LLP – Committee Chair
HoyleCohen, LLC – JCF Board Chair
ColRich Management
Wells Fargo
JCF President and CEO
UBS
Elm Grove Strategies