Impact Investing

Some of our clients come to us with a desire to use their investable assets to achieve more than just financial returns. As a Certified B Corp, we seek to effect change both at home and abroad. This is done by facilitating investment in high-impact projects for those who desire to have a direct connection to their investments. This map displays the social impact organizations that are transforming communities around the world through investments in Calvert Impact Capital, one of the country’s oldest impact investing firms, and one of many partners we work with to further our clients’ impact investing goals.

These investments can be directed to a number of themes, including but not limited to:

  • Community Loan Funds

    These funds act as intermediary loan funds and extend credit to other organizations or small businesses that are developing business enterprises, affordable housing, and community facilities.

  • Community Development Banks and Credit Unions

    These community development financial institutions provide banking services to targeted disadvantaged communities. Foundation investments mostly are in the form of certificates of deposit.

  • International Microfinancers

    These funds promote economic opportunity in developing countries in Central and South America, Africa, Asia, Eastern Europe and the Middle East by making very small loans through peer-lending or other methods.

  • Affordable Housing Developers

    These funds assist organizations in developing housing projects for low- and moderate-income families.

  • Social Enterprises

    Social Enterprises are revenue-generating ventures that produce tangible social benefits to society. While they may be either for-profit or non-profit, social enterprises are motivated by public and social good as well as profit.

  • Fair/Sustainable Trade

    Mainly agricultural cooperatives that ensure farmers and workers receive a fair price for their product, and have decent living and working conditions. Theses may also include cooperatives that engage in sustainable agricultural practices.

  • Non-Traditional Funds

    These funds engage in other activities with a high social impact. Current areas of activity in this sector include renewable energy, healthcare, real estate-focused community development and neighborhood revitalization, small business finance and the provision of comprehensive social services