Great Expectations

Great Expectations

Mission Preservation and Financial Performance in Impact Investing

Wharton University of Pennsylvania Social Impact Initiative, Jacob Gray, Nick Ashburn, Harry Douglas, and Jessica Jeffers,
Impact Investing
Reports
Dec 2015

The Wharton Social Impact Initiative conducted a survey of 53 impact investing private equity funds to determine if those which had impact as a main focus of their investments were still able to make market-rate returns without sacrificing their companies impact mission. Their data showed that impact funds did not have to make concessions in order to preserve the portfolio companies’ missions upon exit. This report explains in detail the survey conducted and the evidence that led to such a conclusion. 

Return to Index

Great Expectations