Aligned Portfolio

Aligned Portfolio

Within the Aligned Portfolio, Swift Foundation has created three pools of funding to diversify our holdings and enable us to engage in different kinds of investments: Funds, Direct Investments and Angel Investments.

Fund managers are intermediary organizations that establish program-specific funds and directly source, evaluate and underwrite investments. Through an investment with a fund manager, the foundation extends our reach, becomes part of a larger community of like-minded investors and has a better assurance of capital preservation and impact. The funds also serve as a source for potential direct or angel investments. These investments are usually in the range of $500,000 and above, and compose 60 to 70 percent of the Aligned Portfolio.

Direct Investments are made in those organizations with a strong mission alignment, significant opportunity for social return and established repayment ability. These investments are usually in the range of $250,000 to $1,000,000 and compose 20 to 30 percent of the Aligned Portfolio.

Angel Investments focus on high impact, early stage and possibly higher risk investments with less emphasis on capital preservation and less rigor on underwriting standards. These investments can be up to $75,000, make up 10 percent of the portfolio and are usually long term in nature.

Swift Foundation engages in ongoing learning from these investments with an eye toward refining our understanding of where and how capital is most needed in order to address the key issues upon which the foundation is focused. We currently have approximately $10 million set aside for these highly mission-aligned investments. See the descriptions of current investments here.