Dear Colleagues,

I'm looking for examples of museums that have endowment investment policies shaped by their museum's mission and values. This might take the form of:

• Prohibiting investment in specific sectors that do not align with the museum's mission (e.g, tobacco, liquor)
• General Environmental, Social, and Governance (ESG) Criteria
• Impact Investing--actively investing in companies that provide both a financial return and a demonstrable benefit to society

Any information you can provide from you own institutions, or leads on who I might talk to would be most appreciated. Thank you!

Yours from the future,

Elizabeth

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Elizabeth Merritt
VP Strategic Foresight & Founding Director, CFM
American Alliance of Museums
Arlington VA
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