31.01.2015 Views

The Quest for Blended Value Returns: Investor Perspectives on ...

The Quest for Blended Value Returns: Investor Perspectives on ...

The Quest for Blended Value Returns: Investor Perspectives on ...

SHOW MORE
SHOW LESS

Create successful ePaper yourself

Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.

Harji and Hebb Nov.10 th 2009<br />

22<br />

Draft Only<br />

Drayt<strong>on</strong>, W. (2004). Needed: a new social financial services industry, Alliance, 9(1), 40‐41.<br />

Edery, Y. (2006). Ethical Developments in finance: implicati<strong>on</strong>s <str<strong>on</strong>g>for</str<strong>on</strong>g> charities and social enterprises, Social Enterprise<br />

Journal, Vol 2.<br />

Emers<strong>on</strong>, J. (2003). <str<strong>on</strong>g>The</str<strong>on</strong>g> <str<strong>on</strong>g>Blended</str<strong>on</strong>g> <str<strong>on</strong>g>Value</str<strong>on</strong>g> Propositi<strong>on</strong>: Integrating Social and Financial <str<strong>on</strong>g>Returns</str<strong>on</strong>g>. Cali<str<strong>on</strong>g>for</str<strong>on</strong>g>nia Management<br />

Review, Vol. 45, No. 4, Summer 2003.<br />

Emers<strong>on</strong> J. and B<strong>on</strong>ini S. (2004). <str<strong>on</strong>g>The</str<strong>on</strong>g> <str<strong>on</strong>g>Blended</str<strong>on</strong>g> <str<strong>on</strong>g>Value</str<strong>on</strong>g> Map: Tracking the Intersects and Opportunities of Ec<strong>on</strong>omic, Social<br />

and Envir<strong>on</strong>mental <str<strong>on</strong>g>Value</str<strong>on</strong>g> Creati<strong>on</strong>. Working Paper.<br />

Emers<strong>on</strong>, J, and B<strong>on</strong>ini, S.(2006). Capitalism 3.0, <str<strong>on</strong>g>Blended</str<strong>on</strong>g><str<strong>on</strong>g>Value</str<strong>on</strong>g>.org, Available at: www.blendedvalue.org/media/pdfcapitalism‐3point0.pdf<br />

Emers<strong>on</strong>, J. and Spitzer J. (2007). From Fragmentati<strong>on</strong> to Functi<strong>on</strong>: Critical C<strong>on</strong>cepts and Writings <strong>on</strong> Social Capital<br />

Markets' Structure, Operati<strong>on</strong>, and Innovati<strong>on</strong>. Skoll Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> Social Entrepreneurship: Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d.<br />

Emers<strong>on</strong>, J., Freindlich T. and Fruchterman J. (2007). Nothing Ventured, Nothing Gained: Addressing <str<strong>on</strong>g>The</str<strong>on</strong>g> Critical Gaps in<br />

Risk‐Taking Capital <str<strong>on</strong>g>for</str<strong>on</strong>g> Social Enterprise. Skoll Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> Social Entrepreneurship: Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d.<br />

Fraser, S. (2007), Finance <str<strong>on</strong>g>for</str<strong>on</strong>g> Small and Medium‐Sized Enterprises: Comparis<strong>on</strong>s of Social Enterprises and Mainstream<br />

Businesses, UK Government Department of Trade and Industry. Available at:<br />

http://www.cabinetoffice.gov.uk/media/cabinetoffice/third_sector/assets/finance_access_report.pdf<br />

Fung A., Hebb T. and Rogers J. (2001) Working Capital: <str<strong>on</strong>g>The</str<strong>on</strong>g> Power of Labor’s Pensi<strong>on</strong>s. Cornell University Press, Ithaca.<br />

Freshfields Report (2007) A Legal Framework <str<strong>on</strong>g>for</str<strong>on</strong>g> the Integrati<strong>on</strong> of Envir<strong>on</strong>metal, Social and Governance Issues into<br />

Instituti<strong>on</strong>al Investment. UNEP FI. New York.<br />

Government of Ontario. (2008). Breaking the Cycle: Ontario’s Poverty Reducti<strong>on</strong> Strategy.<br />

http://www.growingstr<strong>on</strong>ger.ca<br />

Hagerman L., Clark G. and Hebb T. (2007) Investment Intermediaries in Ec<strong>on</strong>omic Development: Linking Public Pensi<strong>on</strong><br />

Funds to Urban Revitalizati<strong>on</strong>. Community Development Investment Review, Federal Reserve Bank of San Francisco, 3(1).<br />

Harji, Karim. (2008a). Investing in Communities: Meritas Mutual Funds. Carlet<strong>on</strong> Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> Community Innovati<strong>on</strong>:<br />

Ottawa. Case Study, Carlet<strong>on</strong> Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> Community Innovati<strong>on</strong>s. Ottawa.<br />

Harji, Karim. (2008b). Investing in Housing: <str<strong>on</strong>g>The</str<strong>on</strong>g> Public Service Alliance of Canada, Alterna Savings Credit Uni<strong>on</strong> and the<br />

Ottawa Community Loan Fund. Carlet<strong>on</strong> Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> Community Innovati<strong>on</strong>: Ottawa.<br />

Hebb T. (2005a) Pensi<strong>on</strong> Funds and Urban Revitalizati<strong>on</strong> Cali<str<strong>on</strong>g>for</str<strong>on</strong>g>nia Case Study A: Private Equity CalPERS' Cali<str<strong>on</strong>g>for</str<strong>on</strong>g>nia<br />

Initiative. Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d University Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> the Envir<strong>on</strong>ment Working Paper 05‐15. Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d, UK.<br />

Hebb T. (2005b) Pensi<strong>on</strong> Funds and Urban Revitalizati<strong>on</strong> Cali<str<strong>on</strong>g>for</str<strong>on</strong>g>nia Case Study B: Real Estate CalPERS' Cali<str<strong>on</strong>g>for</str<strong>on</strong>g>nia Urban<br />

Real Estate Initiative. Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d University Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> the Envir<strong>on</strong>ment Working Paper 05‐16. Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d, UK.<br />

Hebb Tessa. (2007) “CalSTRS Case Study: Diversity as an Investment Framework: CalSTRS Targeted Investment” Strategy<br />

Working paper, Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d University Centre <str<strong>on</strong>g>for</str<strong>on</strong>g> the Envir<strong>on</strong>ment, Working paper. Ox<str<strong>on</strong>g>for</str<strong>on</strong>g>d UK.

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!