Under a Total Portfolio Management Approach, “performance” occurs when different segments of the portfolio are managed to generate various types of returns aimed at achieving both financial and impact goals that advance RS Group’s mission. While “Investment Performance” and “Philanthropy Performance” focus on the returns generated by the investment and philanthropy sides of the portfolio, respectively, the ultimate goal is for the entire portfolio to work together to maximize the contribution of any one investment / grant to our overall mission. To best demonstrate how this works, we have included two case studies below to illustrate how we applied our Total Portfolio Management Approach to advance specific goals of RS Group’s mission.
Impact Story #3: Incorporating a Climate Change Lens in 2013
Impact Story #4: Building the Hong Kong Ecosystem