Impact Investing Strategy

Portfolio Overview

Currently, Impact Investments comprise more than 69% of the KL Felicitas Foundation’s total investment portfolio.

Impact investments consist of the Foundation’s five investment categories:

• Program Related Investments (PRI)
• Mission Related Investments (MRI)
• Sustainability Investments (SUI)
• Social Component Investments (SCI)
• Corpus Impact First Investments (CIF)

Since 2006, the Foundation has steadily increased the number of Impact Investments in its portfolio. The Foundation plans to have more than 90% of its assets placed in various impact investments by 2013.

Grants are also an integral part of the Foundation’s impact investing strategy. Grants are typically made alongside investment support to early-stage enterprises that require some subsidy or capacity building assistance in preparation for scaling social impact. Read more about the Founation’s grants here.