Capital and revenue are as different, and important, in the nonprofit space as in the for-profit space, but these differences are often overlooked—endangering the health and sustainability of nonprofit enterprises and the missions they serve.
We are pleased to announce that Dana K. Bezerra became Heron’s new president at the turn of this year.
A recent announcement by Blackrock CEO Larry Fink that corporations need to pay more attention to their effects on society echoes Heron Chair Buzz Schmidt’s call for accountability for enterprises’ positive or negative effect on society’s wherewithal.
The first of a series of retrospective deep dives into a broad selection of Heron's early fixed income impact investments, featuring the financing of a wind turbine factory in Jonesboro, Arkansas.
In this podcast, Heron's Dana Bezerra and Toni Johnson of Mission OutLoud discuss why it's important to assess a company's overall impact, not just one type of impact.
You've heard of food deserts; rural America has bank deserts. @southernbancorp's Darrin Williams has a suggestion.
As Heron continues to optimize our portfolio for mission, some types of impact look great in isolation—but less so in context.
This interactive presentation outlines the four basic principles that inform how Heron deploys capital.
Profits and wages are often treated as a zero-sum game, but wages play a more complex role in a company’s value creation for all stakeholders, including owners.
Learn more about the progress we have made in building our portfolio, see the full list of our holdings or check out individual holding profiles. For example, Aperio offers Socially Responsible Investment (SRI) indexing strategies for public equity (stock) portfolios. DBL Investors attract private capital into low and moderate-income neighborhoods through “double bottom line” investing.