Investment Resources

We have been collecting various types of resources which we believe exemplify meaningful contributions to the emerging field of social and mission related investments. We plan on keeping this repository current. If you feel strongly about additional resources, please forward your suggestions to info@klfelicitasfoundation.org.

We only include resources with a proven strong SMSI focus. We also point out any affiliation of KL Felicitas Foundation or its principals with any of the resources.

Foundation Leaders highlights leaders we believe have a proven commitment to mission and program related investments.

Investment Advisors provides a list of investment advisors with a proven strong SMSI focus.

Program Advisors provides a list of program advisors with a proven strong SMSI focus.

Learning Opportunities presents a list of organizations which provide valuable resources to the field of SMSI.

Blended Value Funds lists funds which provide some level of financial return and are open to individual qualified investors.

Micro Financing Funds lists global Micro Finance Institution Funds which provide some level of financial return and are open to individual qualified investors.

Articles and Reports provides a comprehensive list of relevant articles, primers, reports, and white papers.