Impact Due Diligence and Management for Asset Allocators: A Field Guide

November 2023 https://centers.fuqua.duke.edu/case/wp-content/uploads/sites/19/2023/11/BlueMark-CASE-Field-Guide-2023-FINAL.pdf About the Guide: “A Field Guide: Impact Due Diligence and Management for Asset Allocators” aims to drive more rigor and consistency in how asset allocators evaluate and manage private market funds that invest for positive impacts on people and the planet. Developed in 2023 through interviews with 50+ Limited Partners (LPs) and […]

Impact Measurement & Management for the Sustainable Development Goals

This free training takes both the enterprise and investor perspective on how to align with emerging standards for achieving the Sustainable Development Goals. https://www.coursera.org/learn/impact-for-sdgs/ How can businesses and investors help fill the multi-trillion-dollar gap needed for sustainable development? Simply put: by incorporating sustainability and social impact factors on people and planet into management decisions. Through […]

Financing for Scaled Impact

The world beyond start-up financing is complex, but we break it down with tips and advice to maximize the impact of your external funding (e.g., flexible capital, impact investing, RBF), and to effectively leverage your internal options (e.g., earned revenue, cost reduction, hybrid forms) to fuel your journey. The lessons shared throughout this paper are […]

Impact Investment Clean Energy and Climate Solutions: 2015 Sector Highlights Report

In June 2015, Duke University’s CASE released the Impact Investment Clean Energy and Climate Solutions 2015 Sector Highlights Report to describe progress on commitments to invest in clean energy and climate solutions made at the June 2014 White House Roundtable on Impact Investing. From the $1.5 billion committed to new impact investments last June, more […]

The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism

By Cathy Clark, Jed Emerson and Ben Thornley The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism offers precise details on what, exactly, impact investing entails, embodied in the experiences and best and proven practices of some of the world’s most successful impact investors, across asset classes, geographies and areas of impact. The […]

Accelerating Impact Enterprises: How to Lock, Stock and Anchor Impact Enterprises for Maximum Impact

By Cathy Clark, Matthew H. Allen, Bonny Moellenbrock and Chinwe Onyeagoro As a potential extension of its pioneering work on impact investing, the Rockefeller Foundation commissioned us to be part of a global research consortium aiming to understand the needs of impact enterprises around the globe. One of the foundation’s initial questions was, if impact […]

Environmental Impact Bonds

By David Nicola and Cathy Clark This paper serves as the environmental response to a McKinsey & Company paper on Social Impact Bonds (SIBs) issued in May 2012. SIBs are the “hot topic” in the world of impact investing, yet few are discussing the possibility of applying the SIB model to environmental causes. This paper […]

The Impact Investor: People and Practices Delivering Exceptional Financial and Social Returns: The Need for Evidence and Engagement

By Cathy Clark, Jed Emerson and Ben Thornley Impact investing is at an inflection point, building off the rich histories of community finance in the United States and other countries, microfinance, international development, and the integration of ESG factors (Environmental, Social and Governance) in institutional portfolios more broadly. For over 30 years, these practices have […]

Double Bottom Line Project Report: Assessing Social Impact in Double Bottom Line Ventures

By Cathy Clark, William Rosenzweig, David Long and Sara Olsen The Double Bottom Line (DBL) is a relatively new concept for business leaders. We think of Double Bottom Line (DBL) businesses as entrepreneurial ventures that strive to achieve measurable social and financial outcomes. In the past few years, as the lines between grantmaking and investing […]

The Fuqua Show Podcast – People, Money, and Ideas for Good with Cathy Clark

Cathy Clark (Faculty Director, CASE) is now one of the leading experts in social entrepreneurship, impact investing, and “business for good”…but this career path was mostly unplanned. After people literally laughed at the idea, she helped develop the standards for B Corps, now the global certification measuring companies’ social and environmental impact. She has since […]