We invest across the financial spectrum — both directly and indirectly — in public and private debt and equity. By using an array of financial tools, we support a diverse group of enterprises (including nonprofits, for-profits, and government entities). The diversity of our portfolio helps us minimize our risk (both financial and social), optimize our liquidity and manage our transaction costs. As illustrated in the interactive chart below, each investment type comes with a variety of decisions and trade-offs investors must make regarding risk and return, transparency, liquidity and more (click the boxes in the key to compare or isolate). Like many investors, we therefore use a variety of investment types and seek to support our mission through all of them.
Learn more about our approach to investing by downloading our updated Investment Policy Statement.