Key Finding No. 1
The SI Program portfolio’s housing investments are true to the Foundation’s mission, with 94% of developments based in low- to moderate-income communities and about 90% targeting families.
This report shares the results of an in-depth evaluation of Casey’s Social Investment Program. Readers will learn if the program is making a difference, the opportunities and challenges that impact investors commonly face, and what lessons the Foundation has learned in navigating the mission investing field.
The evaluation, led by Pacific Community Ventures, had three main objectives: 1) review the SI Program’s social impact to date; 2) assess the program’s systems and processes for measuring and reporting on its impact; and 3) identify evidence-based lessons that can assist the Foundation in rigorously examining and enhancing the social impact of their investments.