Table of Contents

1. Introduction
   1. The Rise of Institutional Investors
   2. Institutional Barriers to Investing in the Economy
   3. The Concept of Targeted Investing
   4. Targeted Investing in Canada?
2. Targeted Investing: Case Profiles
   1. Investing in Small Business and Traditional Sectors
   2. Investing in Emerging Technology Sectors
   3. Investing in Housing and Real Estate
   4. Investing in Local Economic Development

1. Investing in Small Business and Traditional Sectors
   1. Invest in Wisconsin Program – Private Placements
   2. PERA of Colorado and the Colorado Housing and Finance Authority’s ACCESS
   3. Texas Growth Fund
   4. KPS Special Situations Fund
2. Investing in Emerging Technology Sectors
   1. California Emerging Ventures
   2. Massachusetts PRIT, MTDC and Commonwealth Capital Ventures
   3. CDP Sofinov
   4. BCIMC and the Western Technology Seed Investment Fund
3. Investing in Housing and Real Estate
   1. AFL-CIO Housing and Business Investment Trusts
   2. Concert Properties and Mortgage Fund One
4. Investing in Local Economic Development
   1. New York City Pension Funds – Targeted Investment Programs
   2. CDP Accès Capital
   3. New Brunswick Investment Management Corporation – Private Placements

1. Conclusion