ESGX Green Jobs: Place-Based Impact Investing

Jatin ChadhaEvents, Place-Based0 Comments

The ESGX Green Jobs: Place-Based Impact Investing webinar recording is now available for viewing. Place-based impact investing connects local communities and can create mutual shared value financially, socially, and environmentally for the citizens and community, as well as investors of all types. In this special episode of ESGX Live, special guest Lauryn Agnew, Founder, Bay Area Impact Investing Initiative, discusses the … Read More

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 … Read More

Launching Opportunity Zone Funds: Background, Technical Update and Potential for Massive Community Impact

Stephen MaltaCommunity Development, Opportunity Funds, Opportunity Zones, Place-Based0 Comments

Background: Within the December 2017 Tax Reform Act was a late provision that survived the reform due to years of bipartisan effort. Led by Cory Booker (D-NJ) and Tim Scott (R-SC), the Investing in Opportunity Act was passed as a Federal IRS initiative to steer untapped pools of private capital towards underserved communities in the form of equity investments. An … Read More

New Financial Tools for Place-Based Impact Investing and Opportunity Zone Funds

Stephen MaltaOpportunity Funds, Opportunity Zones, Place-Based, Research0 Comments

By Stephen Malta and Lauryn Agnew Congress has given us a new tool for Place-Based Impact Investing (PBII), a field that is evolving rapidly.  These investment tools fit the needs of the whole spectrum of investors whose risk, return and impact goals merge for community and economic development to revitalize underserved neighborhoods. The combination of these new financial tools provide … Read More

BAIII 5 Year Summary 2013-2017

Lauryn AgnewNewsletter0 Comments

  It’s been 5 years!  Five years ago we launched the Bay Area Impact Investing Initiative.  Our mission was “to develop a blueprint to increase the quantity and effectiveness of impact investing in the Bay Area.” Mission Accomplished. The BAIII blueprint calls for a new physical and virtual PLACE that will be an investment company, a network platform to share … Read More

Place-Based Impact Investing: The HOW

Lauryn AgnewPlace-Based Series0 Comments

By Lauryn Agnew and Stephen Malta How to use the Bay Area Impact portfolios as building blocks for investing for sustainability and resilience in our own backyard. The six Bay Area Impact Investing portfolios that make up our regional impact investing solution are asset class specific strategies: public equity, fixed income, real estate, infrastructure, private equity, and community investing/savings. Each … Read More

Together Towards Impact in Our Own Backyard

Lauryn AgnewPlace-Based Series0 Comments

By Lauryn Agnew, Stephen Malta Our History of Place-Based Impact Investing: Traditional investing has focused on measuring risk and returns, and only recently has impact emerged as part of this equation so that we can now measure risk, return, and track our impact. What would this need to look like if we were to focus on impact for an entire … Read More

What is Place-Based Impact Investing?

Lauryn AgnewPlace-Based Series4 Comments

The Basics of Place-Based Impact Investing Series: Article 1 By Lauryn Agnew, Stephen Malta Place-based impact investing adds another dimension to the exciting and growing field of impact investing: the investment strategy designed to combine financial returns with positive economic and/or environmental impacts. In its start-up phase, impact investing was predominantly associated with private equity investments into social enterprises to … Read More