Values-based Investing: What It Is and How We Do It
Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
Donors and nonprofit endowment fundholders can be assured that the funds you invest with the Saint Paul & Minnesota Foundation align with the Foundation’s commitment to equity.
In this video, then-Senior Vice President of Operations and Learning, Nadege Souvenir, now Chief Operating Officer, speaks to Chief Investment Officer Shannon O’Leary about how our Investments team pursues investment opportunities that incorporate Environmental, Social, and Governance (ESG) as well as Diversity, Equity, and Inclusion (DEI) measurements in their strategy — all while realizing strong returns.
Learn More about Our Investment Approach
Watch the full-length video of Shannon discussing our investment strategy.
Read this April 3, 2021, Star Tribune interview with Shannon: A plan to invest more in America from two Twin Cities investors.
Read how our Operations team works to create an equitable working environment.
Learn even more about our Investments team’s approach to pursuing innovative, values-aligned investment opportunities.
This post was originally published on May 21, 2021, and updated on October 6, 2023.
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