Subject: ETI Trends, Types & Turning it Out!
From: "Tom Croft" <[email-masked]>
To: <[email-masked]>
Date: Thu, 24 Aug 2017 12:04:28 -0400 (EDT)

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August 23, 2017
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Heartland contributes to ETI white paper while our friends at HIT & other sponsors
are showing how it's done!

Dear H,
Heartland's RI Handbook was recently featured in an industry white paper published
by Pacific Community Ventures on reviewing pension fund economically targeted investments.
It was the second of two outstanding products from PCV on this subject, the first
being an updated catalog of 118 pension-funded ETI vehicles.
In addition, our friends at the AFL-CIO HIT were cited as part of several international
case studies to demonstrate the economic impacts of ETIs. And you will find a number
of Heartland sponsors listed in the catalog.
Let's rebuild the Heartland!
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SOCIAL
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LINKS OF
INTEREST

Heartland Capital Strategies [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8ekawQDuL14I9CKP_ih5Z5To4IjZTdi8YpIMSCL2pVhbnFYuHz1dNcWMr_u8btaSyaLJ8R-y_yrpDEvgyWUMev3YCaXmHc0eiYuBmxNxCOE_km2xzag7eKZg4btPs9Px626Cw==&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
Responsible Investor Handbook [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8eka2SN821B4xEokcxoz75dLvkYkEUH2zFEKpVwqWyuhWacyMkh6NNdSVIfRoxaKUjzK6xgtWhu7ZNxYHkd5D-wqoQggTiq1fVvFGUhH1TrF1yWCldjNxYlRWRkJUzY8yEJ9rEKHuFBdl-Krjg2oeM7aVZ3xGky0cwKMYZdegGYJX8n&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
HCS Events [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8eka5ubAMKdueEoh5sEw0SSWv69G6wemHjJRt6a8x-ZTrc9eY_3h3v5YCb9rlPXrpgPPOEKqMa7jpxw6caszllL3UA5zfqG7YDY4Xvdq3aSfz4_EvKgBzPn-79YSUH43C-c2Q==&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
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ECOSYSTEM PARTNERS

Sleigh Strategy, LLC
Robert Samuel
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HIT Cited as a Model for ETIs in Industry White Paper
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The AFL-CIO Housing Investment Trust (HIT) was recently featured as a case study
 in a June 2017 report published by Pacific Community Ventures (PCV), The Pursuit
of Financial Return and Societal Benefit: An Examination of Pension Fund Economically
Targeted Investments. PCV, a 501(c)(3) nonprofit community development financial
 institution based in San Francisco, and its impact investing research and consulting
practice, PCV InSight, provide clients with analysis that drives capital toward 
social causes. The Pursuit of Financial Return and Societal Benefit focuses on the
history of Economically Targeted Investments, how they have evolved over time, and
future opportunities for pension funds as they seek to achieve attractive financial
returns and societal benefits. The HIT is cited throughout the report for its historical
contributions as an impact investor and its present day status as an exemplary ETI
investor.
PCV InSight singles out praise for former AFL-CIO president George Meany's work 
with Dr. Martin Luther King, Jr. and the civil rights movement, as well as establishing
the Mortgage Investment Trust (predecessor to the Housing Investment Trust) in 1964.
Over the course of its history, the HIT has grown to include close to 400 investors
and $6 billion in assets. The HIT has also kept to its fundamental objectives of
 delivering market-rate return to investors and the creation of union jobs and affordable
housing. [READ MORE] [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8ekawACQkXAkMrw-VhhbS3dUUWvtIqYbxBw7rWFhnHUkC_L5GYMPm5Vvrn-J_Bhp1wb_dBYSicHvziJ2Va5MVOct0nNcNJWW6lR97a907jccENFhNiyrdzn87t1_-Io5ZNfThYcTtTTy8BRj47dYOw3UcLLucEly_V_bTfhrQUt4tF1f6IHBQ-AacFCL0_JMaSGEYo2GMjWI-AtDBVFQSvv9EzpzUVhUNxrBFnrhxHkBJkauPfp2EizuyNnIsclMDb4rYiq79qbEf5mh_cANHCaV_c=&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
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Catalog of ETIs by Pension Funds
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By: Patrick Duggan, InSight
In October of 2015, the Department of Labor released new guidance on the Employee
Retirement Income Security Act (ERISA). This reaffirmed that pension funds - holders
of $20+ trillion in capital - could pursue economically-targeted investments (ETIs).
These kinds of investments let pension funds put their capital to work in ways that
not only generate financial returns but also create jobs and support local economies
and the environment - furthering the long-term interests of their plan participants
and beneficiaries.
Following the one-year anniversary of the ERISA ETI guidance, the Accelerating Impact
Investing Initiative (AI3) is pleased to share a first-of-its kind online catalog
of 118 pension fund ETIs and an accompanying research brief that extensively documents
ETIs and offers insight into trends, analysis, and reflections. [READ MORE] [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8ekawACQkXAkMrwiwO1R6OYG4PsD-iJNAlWHtCjbuzvamO6XxcVUFSNFtOkz2P1yWZ_PRYLeeCP9Y1MzPyFCPuSkeSbmdpBz_kYVRA49v4bnz3fTIXVXHh7Ek7kumAtro0aAtMYFjjhYtrvsNVgj1oa2j5TBx4VMR7dA-VvaG7E0Tt9F__v8BPiYYs35MPb8ldlgY2v44Yh-5gn8PwkIGNApZaxQOiiRAWUbDFPOERLH3Zj6vqbWjOzSIY4teAGrtGh8w==&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
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Heartland Capital Strategies [http://r20.rs6.net/tn.jsp?f=001WrO3DSsr_b1Xl4dvmTamp7poycGu9rhNh43elNK_FdWF3BYBm8eka9Ga_lcZ6yXyW7q4nwHu1ir3dhX8-_fFp94XtAdiRP2SO3dH26wXbghdpjF9QjWZBZMx7oYmjAGGZH1QjrpZcSINpB24OZQbRqiKz2xQkEg74aXoZUttyhaWrs0Oru-_Fg==&c=PyMj9PPdedFtnB2oXFkJQ9OzYJkcXe7PtzkwvXPvsOlXXznQoVZo7A==&ch=CY4turfTtOkJWPew34BnH77al4loIK7czbWhirUnpK0Vfp1ZZpxWMA==]
fosters a "Community of Practice" for responsible economic impact investments. Heartland
promotes strategic responsible investments to rebuild the rebuilt environment, renew
the industrial commons, grow the clean economy, and make the boss more accountable.
Inspired  by the United Nations Principles for Responsible Investment (PRI),  Heartland
Capital Strategies (HCS) promotes investments and projects  essential for revitalizing
our productive economy and community  prosperity.

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