Movement Portfolio Theory (MvPT)


NFG urges foundations to use all of their assets to propel racial, economic, gender, and climate justice. Aimed at CEOs and CFOs interested in transforming their endowments, this webinar introduces Movement Portfolio Theory (MvPT), a social justice investment framework and portfolio management strategy in development by the Center for Economic Democracy (CED). 

There is increasing consensus in the philanthropic field that foundations must make dramatic shifts to align our investment portfolios with our organizational values and programmatic goals. Yet those trying to do so face structural barriers within their own institutions, and within the broader investing field. 

Session Topics:

  • Shifting from “impact” to community “power” in our investment goals
  • Activating asset classes to “fight the bad” and “build the new”
  • Creating generative portfolios with social movement partners
Speakers:

The workshop, presented by NFG board member and MvPT lead author, Aaron Tanaka, along with colleague Ariel Brooks, will provide a broad overview of the MvPT approach and core tools. Hyams Foundation CFO and NFG board member, Mark Paley, and General Service Foundation Executive Director, Dimple Abichandani, will join to discuss their experiences working to change their foundations’ investing practices, including perspectives on where to start when the magnitude of needed shifts feel overwhelming.

The Center for Economic Democracy is a grassroots capacity building organization, resourcing long-term community-based strategies to transition American capitalism into a more just, sustainable and democratic economy.