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