Achieving 100% Mission Alignment: Transforming Capital for Real Impact

As investors and philanthropists, aligning capital with values has become more critical than ever. In today’s economic environment, the challenge of balancing financial returns with social and environmental impact is a key concern for those seeking to use their investments to drive positive change. However, the reality is that many portfolios still contain investments that conflict with their owners’ mission-driven goals.

The good news is that achieving 100% mission alignment creates an opportunity to transform the way we think about and allocate capital. It’s not just about avoiding harmful investments, but actively directing funds toward opportunities that drive systemic change across racial, economic, gender, and climate justice.

In this Fireside Chat, two seasoned leaders in values-aligned investing will share insights from their work guiding individuals and institutions toward full portfolio alignment. Through a candid, practical conversation, they will explore how investors can identify misalignments, evaluate tradeoffs, and develop strategies to transition toward investments that reflect their deepest values. The conversation will include real-world case studies that showcase the benefits, and challenges, of taking a fully aligned approach.

We’ll challenge attendees to rethink what “mission alignment” truly means, and offer tools to integrate impact investing into every aspect of their portfolios – from private equity to real estate, venture capital, and beyond.