BAIII 10 Year Portfolio Performance – 10 Years of Higher Returns and Lower Risks: 15.9% vs. 13.8%

Jatin, Newsletter, Place-Based0 Comments

Ten years ago, BAIII created a place-based impact investment portfolio with the goal of reducing poverty in the Bay Area. The premise was that a “good job is a strong path out of poverty.” The portfolio was thus heavily weighted with Bay Area companies to produce a positive impact on jobs in the region. Since its inception, the BAIII portfolio has consistently outperformed the Russell 3000 with an annualized return of 15.9% compared to 13.8%.

In the past decade, impact investing has also become more mainstream with more investors looking to invest in sustainable and socially responsible companies. The full 10-year BAIII portfolio performance report is now available.

View the full performance report here

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