Pre-1990’s
Adherence to Social Responsibility in Corporate Investment Guidelines:
- Negative screens all portfolios (avoid doing harm)
- Shareholder resolutions
- Proxy voting
1990’s to 2010’s:
Investments in Community Development Financial Institutions (CDFI’s) and community development and housing loans funds.
– Examples: HOPE Community CU, Community First Fund, Federation of Appalachian Housing Enterprises, FORGE, Mercy Loan Fund, Shared Interest
2011
Focus of FSM’s Mission articulated at Chapter:
The Mission of the Franciscan Sisters of Mary is to be the presence of the loving, serving, compassionate, healing Jesus. Flowing from our Mission, we focus the power of our intention on compassionate care of Creation in collaboration with others.
2012
- Hired impact investment advisory firm Imprint Capital
- Allocated 15% to private impact investments aligned with the FSM’s Focus
- Placed first mission-aligned impact investment (this will be a link for more info)
2016 – 2023
- Preferences for mission alignment articulated in IPS
- Applied “positive” screens to public equity and bond portfolio selection processes
- Added two mission/impact portfolios
2026
Current asset allocation by mission-alignment
