Impact Investing Strategy

Mission Related Investments

Mission Related Investments (MRIs) support the mission or program(s) of our Foundation. MRIs seek financial returns approximating the average risk adjusted returns of similar investments made without regard to the mission or the programs of our Foundation.

Investment Evaluators for KL Felicitas Foundation’s Mission Related Investments are currently being completed and will be available for download on this site in early 2011.

Current MRIs include:

  • ShoreBank Deposits
  • Southern Bancorp CD
  • Access Capital Community Investment Notes
  • Blue Orchard MicroFinance
  • DWM Micro Finance Fund
  • Micro-Vest Fund I & II
  • Sail Safe Water Partners LP
  • Beartooth Capital

© 2011 KL Felicitas Foundation