1. CDFI INSTITUTE
February 25,2015

2. Who is US SIF?
We are the membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing in the United States. Mission US SIF advances investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.

3. Who are our Members? Financial planners Analysts Banks Mutual funds
Portfolio managers
Institutional Investors
Researchers
Foundations
Community Investment Institutions

4. Challenges in achieving greater community investments
• Different investor types have different return expectations, making it impossible to market a “one size fits all” community investing product; • Investors lack knowledge about community-oriented investment products; and • There is a shortage of community investment products that have the scale appropriate for larger institutional investors.

5. Increasing CI Investment
Continue pursuing innovative community investment products in new asset classes for both institutional and retail investors in order to reach communities with real needs.
Identify the investor type and tailor product to their needs, distribution channel and risk profile.
Centralization of information and consistent messaging about impact and returns.

6. US SIF and US SIF Foundation
Contact Us:
Lisa Woll
CEO
US SIF and US SIF Foundation