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Abstract: 

In recent years, the challenges to the global economy and the overall turmoil in financial markets have curtailed the grantmaking capacity of many family foundations. As a result, Mission Related Investing (MRI), which invests capital to generate not only financial returns but also a societal impact consistent with the sponsor’s mission, may be poised for increased interest among foundation trustees and their advisors. It represents an opportunity to sustain an endowment’s impact in advancing the foundation’s mission during periods of constrained financial returns.

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Affiliations:  1: Calvert Investment Distributors; 2: Lowenhaupt Global Advisors; 3: 3ethos.