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