The ImpactAssets Handbook for Investors

Jed Emerson, senior fellow at ImpactAssets, a nonprofit financial services firm, is an internationally recognized author and thought leader within the field of impact investing. He has led, co-founded and served on the board of directors of a variety of impact funds, social enterprises and family office investment committees. Originator of the concept of Blended Value, Emerson is coauthor of Impact Investing: Transforming How We Make Money While Making a Difference (2011), the first book on impact investing (and winner of the 2012 Nautilus Gold Book Award), and The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism (2014).

List of Contributors; Introduction, Jed Emerson; 1. Construction of an Impact Portfolio: Total Portfolio Management for Multiple Returns, Jed Emerson and Lindsay Smalling; 2. Total Portfolio Management: One Practitioner’s Approach, Matthew Weatherley-White; Case Study 1; 3. Seed Stage Investing: High Impact, But Not for the Faint of Heart, Tim Freundlich, Jed Emerson and Lindsay Smalling; 4. Choosing Your Impact Investment Advisor, Brad Harrison and Stephanie Cohn- Rupp; Case Study 2; 5. Targeted Impact: Donor- Advised Funds and Impact Investing, Jointly authored by senior staff of ImpactAssets, RSF Social Finance and Tides Network; 6. Transformational Giving: Philanthropy as an Investment in Change, Kris Putnam-Walkerly; 7. Assessing Your Opportunities: The Challenge and Key Practices of Engaging in Investor Due Diligence, Sandra Osborne; Case Study 3; 8. The Measurement Challenge, Sara Olsen; 9. Communicating Impact: Frameworks for Messaging, Amy Hartzler; 10. A Journey to Impact: Initial Steps toward Impact Investing, Jennifer Kenning; Case Study 4; 11. Getting to Impact, Jed Emerson; 12. Concluding Thoughts on Mobilizing for Impact, Jed Emerson and Tim Freundlich; Appendix: Impact Investing Resources; Notes on Contributors; Index.