Victoria Foundation is committed to leveraging our assets for social good. We see responsible investing, impact investing and traditional investing as an important part of our long-term goal of aligning 100% of our capital resources to accelerate impact in our community. We define our investment practices below and our current portfolio sits at the approximate levels indicated.
- Impact Investing Investments made in organizations and funds with intention to generate significant and measurable social or environmental impact alongside a financial return. This includes approximately 5% of our investible assets.
- Responsible Investing Investments that integrate environmental, social and governance (ESG) factors while also generating a financial return. This includes approximately 92% of our investible assets.
- Traditional Investing Investments in well-known assets with expectation of a financial return. This includes approximately 3% of our investible assets.
We ensure a thoughtful and rigorous approach to responsible investing through careful monitoring of our investment managers’ ESG (environmental, social and governance) screenings and proxy voting records. We also use ESG measures to exclude specific companies and sectors including: tobacco, alcohol, weaponry, predatory lending and gambling. A small portion in traditional investing practices helps us keep a balanced portfolio, manage risk and allows for consistency in our annual granting distributions that are made based on the performance of our overall investment portfolio.