As we announced in March at the Take Action! Impact Investing Conference, Correlation Consulting is leading a study on behalf of the United Nations-backed Principles for Responsible Investment (UN PRI), which is partnering with the Office of the Secretary of State to develop a global asset owner-based research study focused on impact investments.

This study distinguishes itself in three ways:

• It would be one of the first to focus solely on the needs and desires of asset owners of $10M+ in assets – high net worth individuals and families, foundations, pension plans, corporations, universities, sovereign wealth funds and government entities.
• Our scope is those investments that create return of capital to market-rate and premium financial returns.
• The final report will be presented at the UN PRI’s conference in Paris in September and at the State Department’s Summit in the late fall.

We’re very excited about this undertaking, and more importantly the desire of UN PRI and the State Department to share the study’s findings as they work to expand and promote the use of impact investments around the world.

Do you know of an asset owner* with 10 million or more who would be a candidate for our survey? If so, please click here and follow the prompts indicated within the survey. We appreciate your recommendation. Those who participate will be entered into a drawing for $250.

*Asset owners include individuals, families, foundations, pension plans, corporations, universities and sovereign wealth funds. They are looking to place their assets with asset managers; some use financial advisers/investment consultants.