Heron Bond Portfolio Retrospective

As the Heron Foundation’s first impact bond portfolio manager, they asked me to do a look back at what impact investing looked like 15 years after the portfolio’s creation.  The first report posted at Heron.org examined a taxable municipal bond that financed the construction and development of a wind turbine manufacturing plant in Jonesboro, Arkansas.

Nordex

 

Subsequent reports will includes success and failures across the market-rate, investment-grade public debt market.  Impact themes include job training, small business development, affordable housing, and large scale manufacturing.

 



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