Examined Portfolio

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An "examined portfolio" is one that has been examined for its social performance (whether intended or actual, and understanding the limitations of currently available social impact data). For foundations, examining our portfolios is an extension of fiduciary responsibility. Foundations have a duty of obedience to public purpose, including the specific philanthropic mission of the institution. Out of this duty arises an obligation to examine their investment portfolios on an ongoing basis to identify holdings that may unintentionally do harm to their mission (or to the broader shared interests of society). 

Last Updated: September 12, 2015

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