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Field Guide for Trusts and Foundations | Impact Investing Hub

Field Guide to Impact Investing

For Australian Charitable Trusts & Foundations

– 2nd Edition –

ABOUT THE FIELD GUIDE

The Second Edition of the Field Guide to Impact Investing updates our 2015 First Edition. The Second Edition provides practical strategies and support for Australian charitable trusts and foundations interested in using impact investing to amplify the impact they can make in their communities and the world more broadly, and also includes details of recent deals, market trends, and initiatives to grow the ecosystem.

The Field Guide is presented in 8 parts:

01-understanding-impact-investing
03-making-the-case-for-impact-investing
05-designing-an-impact-investment-strategy
07-managing-and-measuring-impact
02-impact-investing-in-practice
04-getting-started
06-finding-and-assessing-investments
08-growing-the-ecosystem

READ OUR FULL FIELD GUIDE TO IMPACT INVESTING

FOR CHARITABLE TRUSTS & FOUNDATIONS

Downloadable Templates
Impact investment brief for Trustees/Board template
Monthly report for Trustees/Directors template
Impact investment evaluator template
The creation of The Second Edition of the Field Guide was generously supported by:
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We are grateful to the following organisations for agreeing to distribute the field guide to their clients or members:
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We are grateful to the Advisory Committee of industry experts who assisted on this project:

Sally McCutchan
Chief Executive Officer, Impact Investing Australia

David Ward
Technical Director, Australian Philanthropic Services

Kylie Charlton
Chief Investment Officer, Australian Impact Investments

Belinda Morrissey
Executive Officer, English Family Foundation

Will Richardson
Head of Venture Capital, Impact Investment Group

Lisa George
Global Head, Macquarie Group Foundation

Michael Lynch
Executive Director, Impact Investing, Social Ventures Australia

David Rickards
Executive, Social Enterprise Finance Australia

Special thanks to the following people for their contributions to the Field Guide:

Rajarshi Roy, Daniel Brockwell, Joel Nasrallah, Erica Balilo & Fanny Fontaine (Semester 2, 2018)

Alecia Duong, Christopher Chan, Jasalina Patel, Margaret Kesaris, Marit Olstad, Mark Lin, & Simone Chaikin (Semester 1, 2018)

James Li, Naoko Lambert, Celine Tia, Christopher Joannes, & Raghav Iyer (Summer 2017-2018)

Jessica Roth, Mia Sturrock, and Kylie Marks of the Social Impact Hub, editors of the Field Guide thank everyone involved for their support.

Jessica Roth

Mia Sturrock

Kylie Marks

Contact Us

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