The Rockefeller Foundation's Program-Related Investments (PRIs) have generated modest financial returns for the Foundation, contributed to investees' financial sustainability and generated positive social returns on a variety of fronts. Individual investments have helped organizations promote asset ownership, extend access to products and services on more equitable terms and in new ways to previously excluded populations, and increase the number and quality of jobs in the United States, Mexico and India. As a result, ultimate beneficiaries have greater opportunities to improve their livelihoods and quality of life.
This independent, learning-focused evaluation of the Rockefeller Foundation's PRIportfolio, conducted by Arabella Advisors, assesses the portfolio's social and financial impact and performance, as well as opportunities to refine the overall PRI program strategy and its alignment with the Rockefeller Foundation's new focus areas and grant-making programs. It also takes into consideration the Rockefeller Foundation's contributions to the larger impact investing space and highlights innovative transactions and practices that have influenced individual organizations and other funders.