Financial Inclusion

Ray and Barbara believe deeply in equal economic and educational opportunities.

The family supports microfinance and other financial inclusion initiatives (including support for Grameen America, the Robin Hood Foundation, Harlem Children’s Zone and ACCION International) that provide underserved communities with a range of opportunities to help build their own capacity, self-sufficiency and resilience.

The Dalio family is also interested in supporting social entrepreneurs, particularly those seeking to strengthen self-sufficiency and resiliency of communities in the United States, and in exploring impact investments as philanthropic models in which investment dollars can be recouped and repurposed for greater impact. This has led to investments in a number of social enterprises. The Dalio family and Foundation have participated in impact investment funds such as the Accion Frontier Inclusion Fund, BlackIvy, and the Global Health Investment Fund, as well as the CFPA Microfinance Inclusive Growth Fund in China, and have made a number of direct impact investments as well.

Foundation and family support for financial inclusion efforts total over $61 million to date, and impact investments in these and other areas currently total approximately $83 million.

Financial Inclusion
Financial Inclusion