Impact Investing Insights

Impact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside financial return.  

In 2011 we launched the CASE i3 Initiative on Impact Investing to establish a rich set of resources and activities for MBA students, entrepreneurs, investors, funders, academics, policymakers and others to explore and support the field of impact investing.  Since then, we have completed many practitioner-focused research projects and case studies on impact investing with global partners and sponsors. Find some of CASE’s recent insights on impact investing below, or search our knowledge database for more.  

Foundations of Impact Investing | Impact Investing in Practice | Fund Performance | Early-Stage Investing & Acceleration |

Start here: Foundations of Impact Investing

Video

What is Impact Investing? Adjunct Professor Cathy Clark speaks about the emerging field of impact investing across public and private markets and the need for tri-sector leadership. 

Video

State of the Field 2023 Cathy Clark, Monique Aiken, and Fran Seegull conduct their annual discussion of trends and needs in the impact investing field, this year with ImpactAlpha.

Impact Investor

Book

The Impact Investor Hands-on resource detailing the practices and performance of a new class of savvy investors delivering positive social and environmental outcomes alongside competitive financial returns.

Impact Investing in Practice

Guide

Impact Due Diligence and Management for Asset Allocators Practice guide for adding rigor and consistency to how asset allocators evaluate and manage private market funds

Video

The Potential of Impact Investing Tom Mitchell of Cambridge Associates

Video

Market Rate Impact Investing Maya Chorengel of Elevar Equity and the Rise Fund

Video

Investing for Impact Eric Savage of Unitus Capital on Impact Investing

Podcast

Mainstreaming of Impact Investing with Ommeed Sathe of Prudential Financial

For more podcast episodes and videos, visit the CASE in Point podcast page and our CASE Chats video library.

Impact Investing Fund Performance

Report

Impact Investing 2.0: The Way Forward – Insight from 12 Outstanding Funds Identifies twelve high-performing funds that have seen both financial and social returns on investments, across a diversity of objectives, geography, and impact focus.

Video

Insights from Impact Investing 2.0 at SOCAP mainstage Themes from the research were shared on the SOCAP13 mainstage.

Early-Stage Investing & Acceleration

Report

Angel Networks in Emerging Markets: A guide for development institutions and case studies of networks in Latin America and Africa.

Report

Toniic E-Guide to Early-Stage Global Impact Investing Uses 7-Step framework to help investors go from learning to action.

Report

Decoding the ABCs of Effective Enterprise Acceleration Shares 10 lessons from the Social Entrepreneurship Accelerator at Duke

Looking for more resources on Impact Investing? Search the CASE Knowledge Database for impact investing

If you have a research question you want help with, contact us at case@fuqua.duke.edu